Scottish Mortgage (UK) Performance
| SMT Etf | 1,046 25.00 2.45% |
The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Scottish Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Scottish Mortgage is expected to be smaller as well.
Risk-Adjusted Performance
24 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Scottish Mortgage Investment are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain technical and fundamental indicators, Scottish Mortgage exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Daily Trading Flash 10 most-traded shares 6 November 2024 - Interactive Investor | 11/06/2024 |
Scottish |
Scottish Mortgage Relative Risk vs. Return Landscape
If you would invest 84,619 in Scottish Mortgage Investment on October 21, 2024 and sell it today you would earn a total of 19,981 from holding Scottish Mortgage Investment or generate 23.61% return on investment over 90 days. Scottish Mortgage Investment is generating 0.3431% of daily returns and assumes 1.1067% volatility on return distribution over the 90 days horizon. Simply put, 9% of etfs are less volatile than Scottish, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Scottish Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Scottish Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Scottish Mortgage Investment, and traders can use it to determine the average amount a Scottish Mortgage'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 = 0.31
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SMT | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.34 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Scottish Mortgage is performing at about 24% 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 Scottish Mortgage by adding it to a well-diversified portfolio.
Scottish Mortgage Fundamentals Growth
Scottish Etf prices reflect investors' perceptions of the future prospects and financial health of Scottish Mortgage, and Scottish Mortgage 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 Scottish Etf performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.063 | |||
| Profit Margin | 0.94 % | |||
| Operating Margin | 0.99 % | |||
| Current Valuation | 14 B | |||
| Shares Outstanding | 1.33 B | |||
| Price To Book | 1.07 X | |||
| Price To Sales | 1.89 X | |||
| Revenue | 1.38 B | |||
| EBITDA | 1.37 B | |||
| Total Debt | 1.64 B | |||
| Book Value Per Share | 9.11 X | |||
| Cash Flow From Operations | (62.39 M) | |||
| Earnings Per Share | 0.97 X | |||
| Total Asset | 14.51 B | |||
| Retained Earnings | 3.35 B | |||
About Scottish Mortgage Performance
By analyzing Scottish Mortgage's fundamental ratios, stakeholders can gain valuable insights into Scottish Mortgage's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Scottish Mortgage 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 Scottish Mortgage has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Scottish Mortgage is entity of United Kingdom. It is traded as Etf on LSE exchange.| Scottish Mortgage generates negative cash flow from operations | |
| The fund maintains all of the assets in different exotic instruments |
Other Information on Investing in Scottish Etf
Scottish Mortgage financial ratios help investors to determine whether Scottish Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Scottish with respect to the benefits of owning Scottish Mortgage security.