SPDR SP (Mexico) Performance
| SPY Etf | MXN 11,370 189.00 1.69% |
The entity has a beta of 0.27, which indicates not very significant fluctuations relative to the market. As returns on the market increase, SPDR SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR SP is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SPDR SP 500 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, SPDR SP is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
SPDR |
SPDR SP Relative Risk vs. Return Landscape
If you would invest 1,186,978 in SPDR SP 500 on December 20, 2024 and sell it today you would lose (49,978) from holding SPDR SP 500 or give up 4.21% of portfolio value over 90 days. SPDR SP 500 is producing return of less than zero assuming 0.8981% volatility of returns over the 90 days investment horizon. Simply put, 8% of all etfs have less volatile historical return distribution than SPDR SP, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SPDR SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR SP 500, and traders can use it to determine the average amount a SPDR SP'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 = -0.0741
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SPY |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SPDR SP 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 SPDR SP by adding SPDR SP to a well-diversified portfolio.
SPDR SP Fundamentals Growth
SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR SP, and SPDR SP 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 SPDR Etf performance.
| Price To Earning | 672.38 X | |||
| Price To Book | 2.64 X | |||
| Price To Sales | 1.87 X | |||
| Earnings Per Share | 27.45 X | |||
| Total Asset | 345 B | |||
About SPDR SP Performance
Evaluating SPDR SP's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SPDR SP 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 SPDR SP 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.
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the SP 500 Index. SPDR SP500 is traded on Mexico Stock Exchange in Mexico.| SPDR SP 500 generated a negative expected return over the last 90 days | |
| The fund maintains 99.71% of its assets in stocks |
Additional Information and Resources on Investing in SPDR Etf
When determining whether SPDR SP 500 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SPDR SP's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Spdr Sp 500 Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Spdr Sp 500 Etf:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.