Betashares Wealth (Australia) Performance
| GHHF Etf | 29.13 0.15 0.52% |
The etf shows a Beta (market volatility) of 0.26, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Betashares Wealth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Betashares Wealth is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Betashares Wealth Builder has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Betashares Wealth is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Betashares |
Betashares Wealth Relative Risk vs. Return Landscape
If you would invest 2,991 in Betashares Wealth Builder on December 26, 2024 and sell it today you would lose (93.00) from holding Betashares Wealth Builder or give up 3.11% of portfolio value over 90 days. Betashares Wealth Builder is generating negative expected returns and assumes 0.9477% volatility on return distribution over the 90 days horizon. Simply put, 8% of etfs are less volatile than Betashares, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Betashares Wealth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Betashares Wealth's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Betashares Wealth Builder, and traders can use it to determine the average amount a Betashares Wealth'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 = -0.05
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GHHF |
Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Betashares Wealth is not performing at its full potential. However, 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 Betashares Wealth by adding Betashares Wealth to a well-diversified portfolio.
About Betashares Wealth Performance
Assessing Betashares Wealth's fundamental ratios provides investors with valuable insights into Betashares Wealth's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Betashares Wealth 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.
Betashares Wealth is entity of Australia. It is traded as Etf on AU exchange.| Betashares Wealth generated a negative expected return over the last 90 days |
Other Information on Investing in Betashares Etf
Betashares Wealth financial ratios help investors to determine whether Betashares Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Betashares with respect to the benefits of owning Betashares Wealth security.