Ea Series Trust Etf Performance
| SHOC Etf | USD 42.75 0.05 0.12% |
The entity owns a Beta (Systematic Risk) of -0.0382, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning EA Series are expected to decrease at a much lower rate. During the bear market, EA Series is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days EA Series Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest abnormal performance, the Etf's basic indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the fund shareholders. ...more
SHOC |
EA Series Relative Risk vs. Return Landscape
If you would invest 4,704 in EA Series Trust on December 21, 2024 and sell it today you would lose (492.00) from holding EA Series Trust or give up 10.46% of portfolio value over 90 days. EA Series Trust is currently does not generate positive expected returns and assumes 3.1575% risk (volatility on return distribution) over the 90 days horizon. In different words, 28% of etfs are less volatile than SHOC, 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 |
EA Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for EA Series' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as EA Series Trust, and traders can use it to determine the average amount a EA Series' 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 = -0.0425
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SHOC |
Estimated Market Risk
| 3.16 actual daily | 28 72% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average EA Series 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 EA Series by adding EA Series to a well-diversified portfolio.
About EA Series Performance
By analyzing EA Series' fundamental ratios, stakeholders can gain valuable insights into EA Series' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if EA Series 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 EA Series has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| EA Series Trust generated a negative expected return over the last 90 days | |
| EA Series Trust has high historical volatility and very poor performance |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in EA Series Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
The market value of EA Series Trust is measured differently than its book value, which is the value of SHOC that is recorded on the company's balance sheet. Investors also form their own opinion of EA Series' value that differs from its market value or its book value, called intrinsic value, which is EA Series' 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 EA Series' market value can be influenced by many factors that don't directly affect EA Series' 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 EA Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if EA Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EA Series' 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.