Alps Active Reit Etf Performance
| REIT Etf | USD 26.84 0.38 1.40% |
The etf shows a Beta (market volatility) of 0.61, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, ALPS Active's returns are expected to increase less than the market. However, during the bear market, the loss of holding ALPS Active is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days ALPS Active REIT has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable forward indicators, ALPS Active is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors. ...more
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12 | Millennium Partners, L.P. UK Regulatory Announcement Form 8.3 - Care REIT plc | 03/18/2025 |
13 | Northview Residential REIT Announces March Distribution and Tax Information Regarding 2024 Distributions | 03/20/2025 |
| In Threey Sharp Ratio | 0.04 |
ALPS |
ALPS Active Relative Risk vs. Return Landscape
If you would invest 2,700 in ALPS Active REIT on December 22, 2024 and sell it today you would lose (16.00) from holding ALPS Active REIT or give up 0.59% of portfolio value over 90 days. ALPS Active REIT is currently does not generate positive expected returns and assumes 1.0031% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of etfs are less volatile than ALPS, 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 |
ALPS Active Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for ALPS Active's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as ALPS Active REIT, and traders can use it to determine the average amount a ALPS Active'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 = -0.0049
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | REIT |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average ALPS Active 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 ALPS Active by adding ALPS Active to a well-diversified portfolio.
ALPS Active Fundamentals Growth
ALPS Etf prices reflect investors' perceptions of the future prospects and financial health of ALPS Active, and ALPS Active 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 ALPS Etf performance.
| Total Asset | 16.2 M | |||
About ALPS Active Performance
Assessing ALPS Active's fundamental ratios provides investors with valuable insights into ALPS Active's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the ALPS Active 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.
The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80 percent of its net assets in publicly traded equity securities of REITs. Alps Active is traded on NASDAQ Exchange in the United States.| ALPS Active REIT generated a negative expected return over the last 90 days | |
| Latest headline from finance.yahoo.com: Northview Residential REIT Announces March Distribution and Tax Information Regarding 2024 Distributions | |
| The fund maintains 97.21% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in ALPS Active REIT. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of ALPS Active REIT is measured differently than its book value, which is the value of ALPS that is recorded on the company's balance sheet. Investors also form their own opinion of ALPS Active's value that differs from its market value or its book value, called intrinsic value, which is ALPS Active'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 ALPS Active's market value can be influenced by many factors that don't directly affect ALPS Active'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 ALPS Active's value and its price as these two are different measures arrived at by different means. Investors typically determine if ALPS Active is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ALPS Active'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.