Listed Funds Trust Etf Performance
| WXET Etf | 23.89 0.64 2.75% |
The etf secures a Beta (Market Risk) of 0.22, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Listed Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Listed Funds is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Listed Funds Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable technical and fundamental indicators, Listed Funds is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
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Listed Funds Relative Risk vs. Return Landscape
If you would invest 2,431 in Listed Funds Trust on December 13, 2024 and sell it today you would lose (106.00) from holding Listed Funds Trust or give up 4.36% of portfolio value over 90 days. Listed Funds Trust is currently does not generate positive expected returns and assumes 2.614% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of etfs are less volatile than Listed, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Listed Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Listed Funds' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Listed Funds Trust, and traders can use it to determine the average amount a Listed Funds' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0164
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WXET |
Estimated Market Risk
| 2.61 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Listed Funds is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Listed Funds by adding Listed Funds to a well-diversified portfolio.
About Listed Funds Performance
Assessing Listed Funds' fundamental ratios provides investors with valuable insights into Listed Funds' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Listed Funds is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Listed Funds Trust generated a negative expected return over the last 90 days |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Listed Funds Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of Listed Funds Trust is measured differently than its book value, which is the value of Listed that is recorded on the company's balance sheet. Investors also form their own opinion of Listed Funds' value that differs from its market value or its book value, called intrinsic value, which is Listed Funds' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Listed Funds' market value can be influenced by many factors that don't directly affect Listed Funds' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Listed Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine if Listed Funds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Listed Funds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.