Invesco Bulletshares 2031 Etf Performance
| BSMV Etf | USD 21.09 0.05 0.24% |
The etf retains a Market Volatility (i.e., Beta) of 0.0895, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco BulletShares' returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco BulletShares is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Invesco BulletShares 2031 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable primary indicators, Invesco BulletShares is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
1 | Proactive Strategies - Stock Traders Daily | 09/18/2024 |
2 | Invesco BulletShares 2031 Municipal Bond ETF declares monthly distribution of 0.0531 - MSN | 09/26/2024 |
3 | Technical Data - Stock Traders Daily | 11/11/2024 |
| In Threey Sharp Ratio | -0.62 |
Invesco |
Invesco BulletShares Relative Risk vs. Return Landscape
If you would invest 2,107 in Invesco BulletShares 2031 on August 26, 2024 and sell it today you would earn a total of 2.00 from holding Invesco BulletShares 2031 or generate 0.09% return on investment over 90 days. Invesco BulletShares 2031 is currently generating 0.002% in daily expected returns and assumes 0.3265% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than Invesco, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Invesco BulletShares Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco BulletShares' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco BulletShares 2031, and traders can use it to determine the average amount a Invesco BulletShares' 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 = 0.0061
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| Negative Returns | BSMV |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco BulletShares is not performing at its full potential. However, 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 Invesco BulletShares by adding Invesco BulletShares to a well-diversified portfolio.
Invesco BulletShares Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco BulletShares, and Invesco BulletShares 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 Invesco Etf performance.
| Total Asset | 11.87 M | |||
About Invesco BulletShares Performance
Evaluating Invesco BulletShares' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco BulletShares 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 Invesco BulletShares 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 fund generally will invest at least 80 percent of its total assets in securities that comprise the underlying index. Bs 2031 is traded on NASDAQ Exchange in the United States.| Latest headline from news.google.com: Technical Data - Stock Traders Daily | |
| The fund created three year return of -2.0% | |
| Invesco BulletShares 2031 holds all of the assets under management (AUM) in different types of exotic instruments |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco BulletShares 2031. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of Invesco BulletShares 2031 is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco BulletShares' value that differs from its market value or its book value, called intrinsic value, which is Invesco BulletShares' 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 Invesco BulletShares' market value can be influenced by many factors that don't directly affect Invesco BulletShares' 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 Invesco BulletShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco BulletShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco BulletShares' 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.