Invesco CoinShares (Switzerland) Performance
| BCHE Etf | USD 108.04 0.30 0.28% |
The etf retains a Market Volatility (i.e., Beta) of -0.0492, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco CoinShares are expected to decrease at a much lower rate. During the bear market, Invesco CoinShares is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Invesco CoinShares Global are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Invesco CoinShares showed solid returns over the last few months and may actually be approaching a breakup point. ...more
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Invesco CoinShares Relative Risk vs. Return Landscape
If you would invest 9,169 in Invesco CoinShares Global on September 28, 2024 and sell it today you would earn a total of 1,665 from holding Invesco CoinShares Global or generate 18.16% return on investment over 90 days. Invesco CoinShares Global is generating 0.3054% of daily returns and assumes 2.7294% volatility on return distribution over the 90 days horizon. Simply put, 24% of etfs are less volatile than Invesco, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Invesco CoinShares Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco CoinShares' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco CoinShares Global, and traders can use it to determine the average amount a Invesco CoinShares' 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 = 0.1119
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Estimated Market Risk
| 2.73 actual daily | 24 76% of assets are more volatile |
Expected Return
| 0.31 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Invesco CoinShares is performing at about 8% 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 Invesco CoinShares by adding it to a well-diversified portfolio.
About Invesco CoinShares Performance
Evaluating Invesco CoinShares' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco CoinShares has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco CoinShares has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.