SPDR Bloomberg (Switzerland) Performance

TBIL Etf  USD 114.35  0.09  0.08%   
The entity has a beta of 0.0111, which indicates not very significant fluctuations relative to the market. As returns on the market increase, SPDR Bloomberg's returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR Bloomberg is expected to be smaller as well.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Bloomberg 1 3 are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, SPDR Bloomberg is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
  

SPDR Bloomberg Relative Risk vs. Return Landscape

If you would invest  11,317  in SPDR Bloomberg 1 3 on December 15, 2024 and sell it today you would earn a total of  118.00  from holding SPDR Bloomberg 1 3 or generate 1.04% return on investment over 90 days. SPDR Bloomberg 1 3 is generating 0.0176% of daily returns and assumes 0.0758% volatility on return distribution over the 90 days horizon. Simply put, 0% of etfs are less volatile than SPDR, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon SPDR Bloomberg is expected to generate 0.08 times more return on investment than the market. However, the company is 11.92 times less risky than the market. It trades about 0.23 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.09 per unit of risk.

SPDR Bloomberg Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR Bloomberg's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR Bloomberg 1 3, and traders can use it to determine the average amount a SPDR Bloomberg'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 = 0.2323

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
TBIL
Based on monthly moving average SPDR Bloomberg is performing at about 18% of its full potential. 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 Bloomberg by adding it to a well-diversified portfolio.

About SPDR Bloomberg Performance

Evaluating SPDR Bloomberg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SPDR Bloomberg 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 Bloomberg 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 objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which generally reflects the return of the Bloomberg Barclays US Treasury Bills 1-3 Month Index. SPDR BB is traded on Switzerland Exchange in Switzerland.