Breakwave Dry Bulk Etf Performance
| BDRY Etf | USD 6.91 0.13 1.92% |
The etf shows a Beta (market volatility) of -0.42, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Breakwave Dry are expected to decrease at a much lower rate. During the bear market, Breakwave Dry is likely to outperform the market.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Breakwave Dry Bulk are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly uncertain basic indicators, Breakwave Dry showed solid returns over the last few months and may actually be approaching a breakup point. ...more
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4 | Breakwave Dry Bulk Shipping ETF Stock Price Up 4.3 percent Should You Buy | 03/21/2025 |
| In Threey Sharp Ratio | -0.23 |
Breakwave |
Breakwave Dry Relative Risk vs. Return Landscape
If you would invest 625.00 in Breakwave Dry Bulk on December 23, 2024 and sell it today you would earn a total of 66.00 from holding Breakwave Dry Bulk or generate 10.56% return on investment over 90 days. Breakwave Dry Bulk is currently generating 0.2667% in daily expected returns and assumes 4.6263% risk (volatility on return distribution) over the 90 days horizon. In different words, 41% of etfs are less volatile than Breakwave, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Breakwave Dry Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Breakwave Dry's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Breakwave Dry Bulk, and traders can use it to determine the average amount a Breakwave Dry'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 = 0.0577
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 4.63 actual daily | 41 59% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Breakwave Dry is performing at about 4% 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 Breakwave Dry by adding it to a well-diversified portfolio.
Breakwave Dry Fundamentals Growth
Breakwave Etf prices reflect investors' perceptions of the future prospects and financial health of Breakwave Dry, and Breakwave Dry 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 Breakwave Etf performance.
| Total Asset | 36.03 M | |||
About Breakwave Dry Performance
Evaluating Breakwave Dry's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Breakwave Dry 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 Breakwave Dry 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.
The fund seeks to achieve its investment objective by investing substantially all of its assets in the Freight Futures currently constituting the Benchmark Portfolio. Breakwave Dry is traded on NYSEARCA Exchange in the United States.| Breakwave Dry Bulk had very high historical volatility over the last 90 days | |
| Latest headline from thelincolnianonline.com: Breakwave Dry Bulk Shipping ETF Stock Price Up 4.3 percent Should You Buy | |
| The fund created three year return of -35.0% | |
| Breakwave Dry Bulk holds 94.25% of its assets under management (AUM) in equities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Breakwave Dry Bulk. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
The market value of Breakwave Dry Bulk is measured differently than its book value, which is the value of Breakwave that is recorded on the company's balance sheet. Investors also form their own opinion of Breakwave Dry's value that differs from its market value or its book value, called intrinsic value, which is Breakwave Dry'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 Breakwave Dry's market value can be influenced by many factors that don't directly affect Breakwave Dry'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 Breakwave Dry's value and its price as these two are different measures arrived at by different means. Investors typically determine if Breakwave Dry is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Breakwave Dry'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.