BetaShares Geared (Australia) Performance
| GEAR Etf | 33.44 0.80 2.45% |
The etf shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BetaShares Geared's returns are expected to increase less than the market. However, during the bear market, the loss of holding BetaShares Geared is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in BetaShares Geared Australian are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, BetaShares Geared may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Gold ETFs shine as investors gear up for Dhanteras 2024 - The Financial Express | 10/17/2024 |
| In Threey Sharp Ratio | 0.91 |
BetaShares |
BetaShares Geared Relative Risk vs. Return Landscape
If you would invest 3,048 in BetaShares Geared Australian on August 26, 2024 and sell it today you would earn a total of 296.00 from holding BetaShares Geared Australian or generate 9.71% return on investment over 90 days. BetaShares Geared Australian is generating 0.1495% of daily returns and assumes 1.3472% volatility on return distribution over the 90 days horizon. Simply put, 11% of etfs are less volatile than BetaShares, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BetaShares Geared Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BetaShares Geared's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BetaShares Geared Australian, and traders can use it to determine the average amount a BetaShares Geared'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 = 0.111
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | GEAR | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average BetaShares Geared is performing at about 8% 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 BetaShares Geared by adding it to a well-diversified portfolio.
About BetaShares Geared Performance
Assessing BetaShares Geared's fundamental ratios provides investors with valuable insights into BetaShares Geared's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the BetaShares Geared 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.
BetaShares Geared is entity of Australia. It is traded as Etf on AU exchange.