Cambria Tax Aware Etf Performance
| TAX Etf | USD 22.50 0.43 1.88% |
The etf shows a Beta (market volatility) of 0.7, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cambria Tax's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cambria Tax is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Cambria Tax Aware has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest fragile performance, the Etf's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the ETF investors. ...more
1 | A 500 Million ETF Will Be Next Big Launch in Tax-Busting Trend - Wealth Management | 01/21/2025 |
2 | Enhance Your SP 500 Income Tax Efficiency With SPYI - ETF Trends | 01/30/2025 |
3 | 2025 wealth management trends Private equity, new ETF debuts - Financial Planning | 02/07/2025 |
4 | ETF Loophole Investors Dodge Billions in Taxes - MSN | 03/04/2025 |
Cambria |
Cambria Tax Relative Risk vs. Return Landscape
If you would invest 2,436 in Cambria Tax Aware on December 14, 2024 and sell it today you would lose (186.00) from holding Cambria Tax Aware or give up 7.64% of portfolio value over 90 days. Cambria Tax Aware is generating negative expected returns assuming volatility of 0.9771% on return distribution over 90 days investment horizon. In other words, 8% of etfs are less volatile than Cambria, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Cambria Tax Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cambria Tax's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Cambria Tax Aware, and traders can use it to determine the average amount a Cambria Tax'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 = -0.1377
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TAX |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cambria Tax 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 Cambria Tax by adding Cambria Tax to a well-diversified portfolio.
Cambria Tax Fundamentals Growth
Cambria Etf prices reflect investors' perceptions of the future prospects and financial health of Cambria Tax, and Cambria Tax 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 Cambria Etf performance.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.0913 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 23.03 % | |||
| Current Valuation | 163.75 M | |||
| Shares Outstanding | 12.82 M | |||
| Price To Earning | 10.07 X | |||
| Price To Book | 1.21 X | |||
| Price To Sales | 0.74 X | |||
| Revenue | 174.52 M | |||
| EBITDA | 29.82 M | |||
| Cash And Equivalents | 6.25 M | |||
| Cash Per Share | 1.64 X | |||
| Total Debt | 43.67 M | |||
| Debt To Equity | 41.20 % | |||
| Book Value Per Share | 7.19 X | |||
| Cash Flow From Operations | 27.37 M | |||
| Earnings Per Share | 0.91 X | |||
| Total Asset | 190.29 M | |||
| Retained Earnings | 86.52 M | |||
| Current Asset | 103.82 M | |||
| Current Liabilities | 30.48 M | |||
About Cambria Tax Performance
Evaluating Cambria Tax's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cambria Tax 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 Cambria Tax 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.
Liberty Tax, Inc., together with its subsidiaries, provides tax preparation services and solutions in the United States and Canada. Liberty Tax, Inc. was founded in 1996 and is headquartered in Virginia Beach, Virginia. Liberty Tax operates under Personal Services classification in USA and is traded on NASDAQ. It employs 1498 people.| Cambria Tax Aware generated a negative expected return over the last 90 days | |
| About 30.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: ETF Loophole Investors Dodge Billions in Taxes - MSN |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Cambria Tax Aware. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. 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 Cambria Tax Aware is measured differently than its book value, which is the value of Cambria that is recorded on the company's balance sheet. Investors also form their own opinion of Cambria Tax's value that differs from its market value or its book value, called intrinsic value, which is Cambria Tax'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 Cambria Tax's market value can be influenced by many factors that don't directly affect Cambria Tax'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 Cambria Tax's value and its price as these two are different measures arrived at by different means. Investors typically determine if Cambria Tax is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cambria Tax'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.