Oshares Small Cap Quality Etf Performance
| OUSM Etf | USD 44.38 0.20 0.45% |
The etf holds a Beta of 0.26, which implies not very significant fluctuations relative to the market. As returns on the market increase, OShares Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding OShares Small is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days OShares Small Cap Quality has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, OShares Small is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Is ALPS OShares U.S. Small-Cap Quality Dividend ETF a Strong ETF Right Now | 12/20/2024 |
| In Threey Sharp Ratio | 0.50 |
OShares |
OShares Small Relative Risk vs. Return Landscape
If you would invest 4,476 in OShares Small Cap Quality on September 28, 2024 and sell it today you would lose (38.00) from holding OShares Small Cap Quality or give up 0.85% of portfolio value over 90 days. OShares Small Cap Quality is currently does not generate positive expected returns and assumes 0.934% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of etfs are less volatile than OShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
OShares Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for OShares Small's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as OShares Small Cap Quality, and traders can use it to determine the average amount a OShares Small'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 = -0.0099
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OUSM |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average OShares Small 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 OShares Small by adding OShares Small to a well-diversified portfolio.
OShares Small Fundamentals Growth
OShares Etf prices reflect investors' perceptions of the future prospects and financial health of OShares Small, and OShares Small 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 OShares Etf performance.
| Total Asset | 144.93 M | |||
About OShares Small Performance
By examining OShares Small's fundamental ratios, stakeholders can obtain critical insights into OShares Small's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that OShares Small is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Under normal market conditions, the fund will invest at least 80 percent of its total assets in the components of the index. Os Russell is traded on BATS Exchange in the United States.| OShares Small Cap generated a negative expected return over the last 90 days | |
| Latest headline from zacks.com: Is ALPS OShares U.S. Small-Cap Quality Dividend ETF a Strong ETF Right Now | |
| The fund maintains 99.95% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in OShares Small Cap Quality. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
The market value of OShares Small Cap is measured differently than its book value, which is the value of OShares that is recorded on the company's balance sheet. Investors also form their own opinion of OShares Small's value that differs from its market value or its book value, called intrinsic value, which is OShares Small'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 OShares Small's market value can be influenced by many factors that don't directly affect OShares Small'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 OShares Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if OShares Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OShares Small'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.