Caldwell Dividend Advantage Etf Performance
| UDA Etf | 15.84 0.25 1.60% |
The etf shows a Beta (market volatility) of 0.46, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Caldwell Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Caldwell Dividend is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Caldwell Dividend Advantage are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Caldwell Dividend is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Caldwell US Dividend Advantage Fund ETF TSX UDA - FinancialContent | 10/08/2025 |
2 | GenRocket Expands Design-Driven Synthetic Data Platform to Include Unstructured Data Generation - Daytona Beach News-Journal | 10/30/2025 |
3 | Caldwell U.S. Dividend Advantage Fund Correction of Record Date for the December 2025 Special Distribution on its ETF Series - Yahoo Finance Singapore | 12/24/2025 |
Caldwell |
Caldwell Dividend Relative Risk vs. Return Landscape
If you would invest 1,541 in Caldwell Dividend Advantage on September 28, 2025 and sell it today you would earn a total of 43.00 from holding Caldwell Dividend Advantage or generate 2.79% return on investment over 90 days. Caldwell Dividend Advantage is generating 0.0498% of daily returns assuming 1.115% volatility of returns over the 90 days investment horizon. Simply put, 10% of all etfs have less volatile historical return distribution than Caldwell Dividend, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Caldwell Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caldwell Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Caldwell Dividend Advantage, and traders can use it to determine the average amount a Caldwell Dividend'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 = 0.0447
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Estimated Market Risk
| 1.12 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Caldwell Dividend is performing at about 3% 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 Caldwell Dividend by adding it to a well-diversified portfolio.
Caldwell Dividend Fundamentals Growth
Caldwell Etf prices reflect investors' perceptions of the future prospects and financial health of Caldwell Dividend, and Caldwell Dividend 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 Caldwell Etf performance.
About Caldwell Dividend Performance
By examining Caldwell Dividend's fundamental ratios, stakeholders can obtain critical insights into Caldwell Dividend's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Caldwell Dividend is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Caldwell Dividend is entity of Canada. It is traded as Etf on TO exchange.| Latest headline from news.google.com: Caldwell U.S. Dividend Advantage Fund Correction of Record Date for the December 2025 Special Distribution on its ETF Series - Yahoo Finance Singapore |
Other Information on Investing in Caldwell Etf
Caldwell Dividend financial ratios help investors to determine whether Caldwell 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 Caldwell with respect to the benefits of owning Caldwell Dividend security.