Aptus Large Cap Etf Performance
| DUBS Etf | 33.13 0.11 0.33% |
The etf shows a Beta (market volatility) of 0.76, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aptus Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aptus Large is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Aptus Large Cap are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively fragile fundamental drivers, Aptus Large may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
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Aptus Large Relative Risk vs. Return Landscape
If you would invest 3,109 in Aptus Large Cap on August 30, 2024 and sell it today you would earn a total of 204.00 from holding Aptus Large Cap or generate 6.56% return on investment over 90 days. Aptus Large Cap is currently generating 0.1034% in daily expected returns and assumes 0.7147% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than Aptus, and 98% 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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Aptus Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aptus Large's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Aptus Large Cap, and traders can use it to determine the average amount a Aptus Large'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 = 0.1447
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Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Aptus Large is performing at about 11% 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 Aptus Large by adding it to a well-diversified portfolio.
About Aptus Large Performance
Assessing Aptus Large's fundamental ratios provides investors with valuable insights into Aptus Large's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Aptus Large 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.
Aptus Large is entity of United States. It is traded as Etf on BATS exchange.