Series Portfolios Trust Etf Performance
| CLOX Etf | 25.49 0.03 0.12% |
The entity has a beta of 0.0174, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Series Portfolios' returns are expected to increase less than the market. However, during the bear market, the loss of holding Series Portfolios is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Series Portfolios Trust are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, Series Portfolios is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Long Term Investment Analysis - Stock Traders Daily | 02/11/2025 |
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Series Portfolios Relative Risk vs. Return Landscape
If you would invest 2,523 in Series Portfolios Trust on December 25, 2024 and sell it today you would earn a total of 26.00 from holding Series Portfolios Trust or generate 1.03% return on investment over 90 days. Series Portfolios Trust is currently generating 0.0174% in daily expected returns and assumes 0.0956% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than Series, 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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Series Portfolios Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Series Portfolios' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Series Portfolios Trust, and traders can use it to determine the average amount a Series Portfolios' 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 = 0.1822
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Based on monthly moving average Series Portfolios is performing at about 14% 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 Series Portfolios by adding it to a well-diversified portfolio.
Series Portfolios Fundamentals Growth
Series Etf prices reflect investors' perceptions of the future prospects and financial health of Series Portfolios, and Series Portfolios 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 Series Etf performance.
About Series Portfolios Performance
Evaluating Series Portfolios' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Series Portfolios 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 Series Portfolios 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.
Series Portfolios is entity of United States. It is traded as Etf on NYSE ARCA exchange.