Shp Etf Trust Etf Performance
| SPYI Etf | USD 48.90 0.49 1.01% |
The entity has a beta of 0.7, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SHP ETF's returns are expected to increase less than the market. However, during the bear market, the loss of holding SHP ETF is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SHP ETF Trust has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong basic indicators, SHP ETF is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | Why 12-Yielding SPYI Will Likely Beat The SP 500 In 2025 - Seeking Alpha | 01/08/2025 |
2 | Spire Wealth Management Acquires New Position in NEOS SP 500 High Income ETF | 02/05/2025 |
3 | SPY ETF News, 3132025 - The Globe and Mail | 03/13/2025 |
SHP |
SHP ETF Relative Risk vs. Return Landscape
If you would invest 5,015 in SHP ETF Trust on December 20, 2024 and sell it today you would lose (125.00) from holding SHP ETF Trust or give up 2.49% of portfolio value over 90 days. SHP ETF Trust is currently does not generate positive expected returns and assumes 0.8444% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than SHP, 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 |
SHP ETF Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SHP ETF's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SHP ETF Trust, and traders can use it to determine the average amount a SHP ETF'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 = -0.0465
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SPYI |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SHP ETF 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 SHP ETF by adding SHP ETF to a well-diversified portfolio.
SHP ETF Fundamentals Growth
SHP Etf prices reflect investors' perceptions of the future prospects and financial health of SHP ETF, and SHP ETF 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 SHP Etf performance.
| Total Asset | 890.26 K | |||
About SHP ETF Performance
By evaluating SHP ETF's fundamental ratios, stakeholders can gain valuable insights into SHP ETF's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SHP ETF 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 SHP ETF 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 fund is an actively-managed ETF that seeks to achieve its investment objective by investing in a portfolio of stocks that make up the SP 500 Index and a call options strategy, which consists of a mix of written call options and long call options on the SP 500 Index. Shp ETF is traded on BATS Exchange in the United States.| SHP ETF Trust generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: SPY ETF News, 3132025 - The Globe and Mail | |
| The fund maintains 96.17% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SHP ETF 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 manufacturing. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
The market value of SHP ETF Trust is measured differently than its book value, which is the value of SHP that is recorded on the company's balance sheet. Investors also form their own opinion of SHP ETF's value that differs from its market value or its book value, called intrinsic value, which is SHP ETF'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 SHP ETF's market value can be influenced by many factors that don't directly affect SHP ETF'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 SHP ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if SHP ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SHP ETF'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.