Utilities Select Sector Etf Performance
| XLU Etf | USD 78.17 0.58 0.74% |
The entity has a beta of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Utilities Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Utilities Select is expected to be smaller as well.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Utilities Select Sector are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable essential indicators, Utilities Select is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| In Threey Sharp Ratio | 0.30 |
Utilities |
Utilities Select Relative Risk vs. Return Landscape
If you would invest 7,630 in Utilities Select Sector on December 25, 2024 and sell it today you would earn a total of 187.00 from holding Utilities Select Sector or generate 2.45% return on investment over 90 days. Utilities Select Sector is generating 0.0467% of daily returns assuming volatility of 1.0762% on return distribution over 90 days investment horizon. In other words, 9% of etfs are less volatile than Utilities, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Utilities Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Utilities Select's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Utilities Select Sector, and traders can use it to determine the average amount a Utilities Select'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 = 0.0434
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XLU |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Utilities Select is performing at about 3% 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 Utilities Select by adding it to a well-diversified portfolio.
Utilities Select Fundamentals Growth
Utilities Etf prices reflect investors' perceptions of the future prospects and financial health of Utilities Select, and Utilities Select 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 Utilities Etf performance.
| Price To Earning | 7.09 X | |||
| Price To Book | 1.74 X | |||
| Price To Sales | 1.77 X | |||
| Earnings Per Share | 7.59 X | |||
| Total Asset | 15.99 B | |||
About Utilities Select Performance
Assessing Utilities Select's fundamental ratios provides investors with valuable insights into Utilities Select's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Utilities Select 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.
In seeking to track the performance of the index, the fund employs a replication strategy. SP 500 is traded on NYSEARCA Exchange in the United States.| The fund keeps 99.83% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Utilities Select Sector. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of Utilities Select Sector is measured differently than its book value, which is the value of Utilities that is recorded on the company's balance sheet. Investors also form their own opinion of Utilities Select's value that differs from its market value or its book value, called intrinsic value, which is Utilities Select'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 Utilities Select's market value can be influenced by many factors that don't directly affect Utilities Select'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 Utilities Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Utilities Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Utilities Select'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.