OShares Small Five Year Return vs. Beta
| OUSM Etf | USD 44.03 0.35 0.79% |
For OShares Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of OShares Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well OShares Small Cap Quality utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between OShares Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of OShares Small Cap Quality over time as well as its relative position and ranking within its peers.
OShares |
The market value of OShares Small Cap is measured differently than its book value, which is the value of OShares that is recorded on the company's balance sheet. Investors also form their own opinion of OShares Small's value that differs from its market value or its book value, called intrinsic value, which is OShares Small'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 OShares Small's market value can be influenced by many factors that don't directly affect OShares Small'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 OShares Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if OShares Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OShares Small'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.
OShares Small Cap Beta vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining OShares Small's current stock value. Our valuation model uses many indicators to compare OShares Small value to that of its competitors to determine the firm's financial worth. OShares Small Cap Quality is rated number one ETF in five year return as compared to similar ETFs. It also is rated number one ETF in beta as compared to similar ETFs totaling about 0.09 of Beta per Five Year Return. The ratio of Five Year Return to Beta for OShares Small Cap Quality is roughly 10.96 . Comparative valuation analysis is a catch-all technique that is used if you cannot value OShares Small by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.OShares Beta vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
OShares Small |
| = | 10.30 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
OShares Small |
| = | 0.94 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
OShares Beta Comparison
OShares Small is currently under evaluation in beta as compared to similar ETFs.
Beta Analysis
OShares Small returns are very sensitive to returns on the market. As the market goes up or down, OShares Small is expected to follow.
OShares Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in OShares Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, OShares Small will eventually generate negative long term returns. The profitability progress is the general direction of OShares Small's change in net profit over the period of time. It can combine multiple indicators of OShares Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, the fund will invest at least 80 percent of its total assets in the components of the index. Os Russell is traded on BATS Exchange in the United States.
OShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on OShares Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of OShares Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the OShares Small's important profitability drivers and their relationship over time.
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| Three Year Return vs Beta | ||
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| Last Dividend Paid vs Beta | ||
| Five Year Return vs Equity Positions Weight |
Use OShares Small in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if OShares Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in OShares Small will appreciate offsetting losses from the drop in the long position's value.OShares Small Pair Trading
OShares Small Cap Quality Pair Trading Analysis
The ability to find closely correlated positions to OShares Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace OShares Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back OShares Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling OShares Small Cap Quality to buy it.
The correlation of OShares Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as OShares Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if OShares Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for OShares Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your OShares Small position
In addition to having OShares Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Entertainment Thematic Idea Now
Entertainment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Entertainment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Entertainment Theme or any other thematic opportunities.
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Check out Your Equity Center. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
To fully project OShares Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of OShares Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include OShares Small's income statement, its balance sheet, and the statement of cash flows.