Australian Wealth (Australia) Performance
| WAG Etf | 0.35 0.01 2.94% |
The etf shows a Beta (market volatility) of -0.0968, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Australian Wealth are expected to decrease at a much lower rate. During the bear market, Australian Wealth is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Australian Wealth are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady technical and fundamental indicators, Australian Wealth unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Australian |
Australian Wealth Relative Risk vs. Return Landscape
If you would invest 31.00 in The Australian Wealth on December 24, 2024 and sell it today you would earn a total of 4.00 from holding The Australian Wealth or generate 12.9% return on investment over 90 days. The Australian Wealth is generating 0.2117% of daily returns assuming 1.6146% volatility of returns over the 90 days investment horizon. Simply put, 14% of all etfs have less volatile historical return distribution than Australian Wealth, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Australian Wealth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Australian Wealth's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as The Australian Wealth, and traders can use it to determine the average amount a Australian Wealth'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 = 0.1311
| Best Portfolio | Best Equity | |||
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| Small Returns | WAG | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.61 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Australian Wealth is performing at about 10% 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 Australian Wealth by adding it to a well-diversified portfolio.
Australian Wealth Fundamentals Growth
Australian Etf prices reflect investors' perceptions of the future prospects and financial health of Australian Wealth, and Australian Wealth 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 Australian Etf performance.
| Return On Equity | 0.0409 | ||||
| Return On Asset | 0.0504 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 20.75 M | ||||
| Shares Outstanding | 74.36 M | ||||
| Revenue | 11.54 M | ||||
| EBITDA | 918.21 K | ||||
| Book Value Per Share | 0.17 X | ||||
About Australian Wealth Performance
Assessing Australian Wealth's fundamental ratios provides investors with valuable insights into Australian Wealth's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Australian Wealth is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Australian Wealth is entity of Australia. It is traded as Etf on AU exchange.| Australian Wealth has some characteristics of a very speculative penny stock | |
| About 75.0% of the company outstanding shares are owned by insiders |
Other Information on Investing in Australian Etf
Australian Wealth financial ratios help investors to determine whether Australian Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Australian with respect to the benefits of owning Australian Wealth security.