Kovitz Core Equity Etf Performance
| EQTY Etf | 26.81 0.40 1.47% |
The etf secures a Beta (Market Risk) of 0.9, which conveys possible diversification benefits within a given portfolio. Kovitz Core returns are very sensitive to returns on the market. As the market goes up or down, Kovitz Core is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Kovitz Core Equity are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, Kovitz Core is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Top-Performing Global Equity Funds - Morningstar Canada | 11/18/2025 |
2 | Is the Schwab U.S. Dividend Equity ETF a Buy Now - The Motley Fool | 12/04/2025 |
3 | Should Schwab U.S. Dividend Equity ETF Be on Your Investing Radar - Yahoo Finance | 12/17/2025 |
4 | Kovitz Core Equity ETF Sets New 1-Year High Time to Buy | 01/05/2026 |
Kovitz Core Relative Risk vs. Return Landscape
If you would invest 2,543 in Kovitz Core Equity on November 15, 2025 and sell it today you would earn a total of 138.00 from holding Kovitz Core Equity or generate 5.43% return on investment over 90 days. Kovitz Core Equity is currently generating 0.0916% in daily expected returns and assumes 0.8415% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Kovitz, 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 |
Kovitz Core Target Price Odds to finish over Current Price
The tendency of Kovitz Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 26.81 | 90 days | 26.81 | about 58.21 |
Based on a normal probability distribution, the odds of Kovitz Core to move above the current price in 90 days from now is about 58.21 (This Kovitz Core Equity probability density function shows the probability of Kovitz Etf to fall within a particular range of prices over 90 days) .
Kovitz Core Price Density |
| Price |
Predictive Modules for Kovitz Core
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Kovitz Core Equity. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Kovitz Core's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Kovitz Core Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Kovitz Core is not an exception. The market had few large corrections towards the Kovitz Core's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Kovitz Core Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Kovitz Core within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.0003 | |
β | Beta against Dow Jones | 0.90 | |
σ | Overall volatility | 0.82 | |
Ir | Information ratio | -0.0076 |
Kovitz Core Fundamentals Growth
Kovitz Etf prices reflect investors' perceptions of the future prospects and financial health of Kovitz Core, and Kovitz Core 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 Kovitz Etf performance.
About Kovitz Core Performance
Evaluating Kovitz Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kovitz Core 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 Kovitz Core 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.
Kovitz Core is entity of United States. It is traded as Etf on NYSE ARCA exchange.