Spdr Dow Jones Etf Performance
| RWR Etf | USD 107.53 1.41 1.33% |
The entity has a beta of 0.23, which indicates not very significant fluctuations relative to the market. As returns on the market increase, SPDR Dow's returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR Dow is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Dow Jones are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, SPDR Dow is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
| In Threey Sharp Ratio | -0.07 |
SPDR |
SPDR Dow Relative Risk vs. Return Landscape
If you would invest 10,315 in SPDR Dow Jones on August 28, 2024 and sell it today you would earn a total of 438.00 from holding SPDR Dow Jones or generate 4.25% return on investment over 90 days. SPDR Dow Jones is generating 0.0696% of daily returns assuming volatility of 0.8544% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than SPDR, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
SPDR Dow Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR Dow's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR Dow Jones, and traders can use it to determine the average amount a SPDR Dow'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 = 0.0815
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Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average SPDR Dow is performing at about 6% 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 SPDR Dow by adding it to a well-diversified portfolio.
SPDR Dow Fundamentals Growth
SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR Dow, and SPDR Dow 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 SPDR Etf performance.
| Return On Equity | -17.54 | |||
| Return On Asset | 1.4 | |||
| Operating Margin | 92.05 % | |||
| Current Valuation | 1.76 B | |||
| Shares Outstanding | 25.98 M | |||
| Price To Earning | 2.69 X | |||
| Price To Book | 2.45 X | |||
| Price To Sales | 62.93 X | |||
| Revenue | 48.79 M | |||
| Cash And Equivalents | 2.45 M | |||
| Cash Per Share | 0.15 X | |||
| Total Debt | 17.11 M | |||
| Debt To Equity | 0.01 % | |||
| Earnings Per Share | 5.87 X | |||
| Total Asset | 1.46 B | |||
About SPDR Dow Performance
Assessing SPDR Dow's fundamental ratios provides investors with valuable insights into SPDR Dow's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the SPDR Dow 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.
The fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index. DJ REIT is traded on NYSEARCA Exchange in the United States.| The company reported the last year's revenue of 48.79 M. Reported Net Loss for the year was (345 M) with profit before taxes, overhead, and interest of 63.77 M. | |
| About 64.0% of the company shares are owned by institutional investors | |
| The fund maintains 98.93% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in SPDR Dow Jones. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of SPDR Dow Jones is measured differently than its book value, which is the value of SPDR that is recorded on the company's balance sheet. Investors also form their own opinion of SPDR Dow's value that differs from its market value or its book value, called intrinsic value, which is SPDR Dow'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 SPDR Dow's market value can be influenced by many factors that don't directly affect SPDR Dow'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 SPDR Dow's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR Dow is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR Dow'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.