Fundvantage Trust Etf Alpha and Beta Analysis

PCLG Etf   24.33  0.03  0.12%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as FundVantage Trust. It also helps investors analyze the systematic and unsystematic risks associated with investing in FundVantage Trust over a specified time horizon. Remember, high FundVantage Trust's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to FundVantage Trust's market risk premium analysis include:
Beta
0.83
Alpha
(0.13)
Risk
0.9
Sharpe Ratio
(0.06)
Expected Return
(0.05)
Please note that although FundVantage Trust alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, FundVantage Trust did 0.13  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of FundVantage Trust etf's relative risk over its benchmark. FundVantage Trust has a beta of 0.83  . As returns on the market increase, FundVantage Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding FundVantage Trust is expected to be smaller as well. .
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out FundVantage Trust Backtesting, Portfolio Optimization, FundVantage Trust Correlation, FundVantage Trust Hype Analysis, FundVantage Trust Volatility, FundVantage Trust History and analyze FundVantage Trust Performance.
For more detail on how to invest in FundVantage Etf please use our How to Invest in FundVantage Trust guide.

FundVantage Trust Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. FundVantage Trust market risk premium is the additional return an investor will receive from holding FundVantage Trust long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in FundVantage Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate FundVantage Trust's performance over market.
α-0.13   β0.83

FundVantage Trust expected buy-and-hold returns

Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of FundVantage Trust's Buy-and-hold return. Our buy-and-hold chart shows how FundVantage Trust performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.

FundVantage Trust Market Price Analysis

Market price analysis indicators help investors to evaluate how FundVantage Trust etf reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading FundVantage Trust shares will generate the highest return on investment. By understating and applying FundVantage Trust etf market price indicators, traders can identify FundVantage Trust position entry and exit signals to maximize returns.

FundVantage Trust Return and Market Media

The median price of FundVantage Trust for the period between Sun, Oct 19, 2025 and Sat, Jan 17, 2026 is 24.91 with a coefficient of variation of 1.67. The daily time series for the period is distributed with a sample standard deviation of 0.42, arithmetic mean of 24.88, and mean deviation of 0.32. The Etf received some media coverage during the period.
 Price Growth (%)  
       Timeline  
1
Form N-CSRS FundVantage Trust For Oct 31 - StreetInsider
01/08/2026

About FundVantage Trust Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including FundVantage or other etfs. Alpha measures the amount that position in FundVantage Trust has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards FundVantage Trust in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, FundVantage Trust's short interest history, or implied volatility extrapolated from FundVantage Trust options trading.

Build Portfolio with FundVantage Trust

Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.

Build Diversified Portfolios

Align your risk with return expectations

By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
When determining whether FundVantage Trust is a strong investment it is important to analyze FundVantage Trust's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact FundVantage Trust's future performance. For an informed investment choice regarding FundVantage Etf, refer to the following important reports:
Check out FundVantage Trust Backtesting, Portfolio Optimization, FundVantage Trust Correlation, FundVantage Trust Hype Analysis, FundVantage Trust Volatility, FundVantage Trust History and analyze FundVantage Trust Performance.
For more detail on how to invest in FundVantage Etf please use our How to Invest in FundVantage Trust guide.
You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
FundVantage Trust technical etf analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, etf market cycles, or different charting patterns.
A focus of FundVantage Trust technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of FundVantage Trust trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...