Jacob Forward Etf Performance
| JFWD Etf | USD 12.52 0.24 1.88% |
The etf retains a Market Volatility (i.e., Beta) of 1.56, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jacob Forward will likely underperform.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Jacob Forward ETF are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady basic indicators, Jacob Forward exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Proactive Strategies - Stock Traders Daily | 11/18/2024 |
| In Threey Sharp Ratio | -0.29 |
Jacob |
Jacob Forward Relative Risk vs. Return Landscape
If you would invest 1,056 in Jacob Forward ETF on September 16, 2024 and sell it today you would earn a total of 196.00 from holding Jacob Forward ETF or generate 18.56% return on investment over 90 days. Jacob Forward ETF is currently generating 0.2797% in daily expected returns and assumes 1.883% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% of etfs are less volatile than Jacob, and 95% 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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Jacob Forward Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jacob Forward's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Jacob Forward ETF, and traders can use it to determine the average amount a Jacob Forward'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 = 0.1485
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Estimated Market Risk
| 1.88 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Jacob Forward 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 Jacob Forward by adding it to a well-diversified portfolio.
Jacob Forward Fundamentals Growth
Jacob Etf prices reflect investors' perceptions of the future prospects and financial health of Jacob Forward, and Jacob Forward 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 Jacob Etf performance.
| Total Asset | 3.19 M | |||
About Jacob Forward Performance
By analyzing Jacob Forward's fundamental ratios, stakeholders can gain valuable insights into Jacob Forward's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Jacob Forward 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 Jacob Forward has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The manager seeks to achieve the funds investment objective by investing in common stocks and other equity securities of companies of all sizes. Jacob Funds is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Proactive Strategies - Stock Traders Daily | |
| The fund created three year return of -10.0% | |
| Jacob Forward ETF retains all of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jacob Forward ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of Jacob Forward ETF is measured differently than its book value, which is the value of Jacob that is recorded on the company's balance sheet. Investors also form their own opinion of Jacob Forward's value that differs from its market value or its book value, called intrinsic value, which is Jacob Forward'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 Jacob Forward's market value can be influenced by many factors that don't directly affect Jacob Forward'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 Jacob Forward's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jacob Forward is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jacob Forward'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.