Grandeur Peak Stalwarts Etf Performance
| GUSYX Etf | USD 19.73 0.24 1.23% |
The etf retains a Market Volatility (i.e., Beta) of 0.75, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Grandeur Peak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Grandeur Peak is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Grandeur Peak Stalwarts has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Etf's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the ETF investors. ...more
Grandeur |
Grandeur Peak Relative Risk vs. Return Landscape
If you would invest 2,146 in Grandeur Peak Stalwarts on December 2, 2024 and sell it today you would lose (173.00) from holding Grandeur Peak Stalwarts or give up 8.06% of portfolio value over 90 days. Grandeur Peak Stalwarts is currently producing negative expected returns and takes up 1.1161% volatility of returns over 90 trading days. Put another way, 9% of traded etfs are less volatile than Grandeur, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Grandeur Peak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Grandeur Peak's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Grandeur Peak Stalwarts, and traders can use it to determine the average amount a Grandeur Peak'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 = -0.1178
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GUSYX |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Grandeur Peak 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 Grandeur Peak by adding Grandeur Peak to a well-diversified portfolio.
Grandeur Peak Fundamentals Growth
Grandeur Etf prices reflect investors' perceptions of the future prospects and financial health of Grandeur Peak, and Grandeur Peak 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 Grandeur Etf performance.
| Total Asset | 171.23 M | ||||
About Grandeur Peak Performance
Evaluating Grandeur Peak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Grandeur Peak 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 Grandeur Peak 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.
Under normal market conditions, the Adviser will invest at least 80 percent of the funds assets at the time of purchase in equity securities of companies that are economically tied to the United States. The Adviser will invest the funds assets primarily in equity securities with market capitalizations of more than 1.5 billion at the time of purchase.| Grandeur Peak generated a negative expected return over the last 90 days | |
| The fund retains 98.2% of its assets under management (AUM) in equities |
Other Information on Investing in Grandeur Etf
Grandeur Peak financial ratios help investors to determine whether Grandeur 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 Grandeur with respect to the benefits of owning Grandeur Peak security.