Spdr Morgan Stanley Etf Performance

XNTK Etf  USD 206.25  5.22  2.60%   
The entity has a beta of 0.82, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SPDR Morgan's returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR Morgan is expected to be smaller as well.

Risk-Adjusted Performance

3 of 100

 
Weak
 
Strong
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Morgan Stanley are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, SPDR Morgan is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
JavaScript chart by amCharts 3.21.15NovDec2025 -20246
JavaScript chart by amCharts 3.21.15SPDR Morgan Stanley SPDR Morgan Stanley Dividend Benchmark Dow Jones Industrial
In Threey Sharp Ratio0.24
  

SPDR Morgan Relative Risk vs. Return Landscape

If you would invest  20,045  in SPDR Morgan Stanley on October 18, 2024 and sell it today you would earn a total of  580.00  from holding SPDR Morgan Stanley or generate 2.89% return on investment over 90 days. SPDR Morgan Stanley is currently generating 0.0545% in daily expected returns and assumes 1.2567% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of etfs are less volatile than SPDR, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
JavaScript chart by amCharts 3.21.15CashMarketXNTK 0.00.20.40.60.81.01.21.4 -0.04-0.020.000.020.040.06
       Risk  
Given the investment horizon of 90 days SPDR Morgan is expected to generate 1.47 times more return on investment than the market. However, the company is 1.47 times more volatile than its market benchmark. It trades about 0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.0 per unit of risk.

SPDR Morgan Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR Morgan's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR Morgan Stanley, and traders can use it to determine the average amount a SPDR Morgan's 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 = 0.0434

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashXNTKAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 1.26
  actual daily
11
89% of assets are more volatile

Expected Return

 0.05
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.04
  actual daily
3
97% of assets perform better
Based on monthly moving average SPDR Morgan is performing at about 3% of its full potential. 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 SPDR Morgan by adding it to a well-diversified portfolio.

SPDR Morgan Fundamentals Growth

SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR Morgan, and SPDR Morgan fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SPDR Etf performance.

About SPDR Morgan Performance

By examining SPDR Morgan's fundamental ratios, stakeholders can obtain critical insights into SPDR Morgan's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that SPDR Morgan is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index. SPDR NYSE is traded on NYSEARCA Exchange in the United States.
The fund keeps 99.86% of its net assets in stocks
When determining whether SPDR Morgan Stanley is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if SPDR Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Spdr Morgan Stanley Etf. Highlighted below are key reports to facilitate an investment decision about Spdr Morgan Stanley Etf:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in SPDR Morgan Stanley. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate.
You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
The market value of SPDR Morgan Stanley is measured differently than its book value, which is the value of SPDR that is recorded on the company's balance sheet. Investors also form their own opinion of SPDR Morgan's value that differs from its market value or its book value, called intrinsic value, which is SPDR Morgan's 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 SPDR Morgan's market value can be influenced by many factors that don't directly affect SPDR Morgan's 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 SPDR Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR Morgan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR Morgan's 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.