Aptus Defined Risk Etf Five Year Return
| DRSK Etf | USD 27.71 0.09 0.33% |
Aptus Defined Risk fundamentals help investors to digest information that contributes to Aptus Defined's financial success or failures. It also enables traders to predict the movement of Aptus Etf. The fundamental analysis module provides a way to measure Aptus Defined's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Aptus Defined etf.
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Aptus Defined Risk ETF Five Year Return Analysis
Aptus Defined's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aptus Defined Five Year Return | 3.70 % |
Most of Aptus Defined's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aptus Defined Risk is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Aptus Defined Risk has a Five Year Return of 3.7%. This is much higher than that of the Aptus Capital Advisors family and significantly higher than that of the Short-Term Bond category. The five year return for all United States etfs is notably lower than that of the firm.
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Fund Asset Allocation for Aptus Defined
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks and bonds.Asset allocation divides Aptus Defined's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Aptus Fundamentals
| Number Of Employees | 645 | |||
| Beta | 1.09 | |||
| Total Asset | 801.03 M | |||
| One Year Return | 18.10 % | |||
| Three Year Return | 1.00 % | |||
| Five Year Return | 3.70 % | |||
| Net Asset | 801.03 M | |||
| Last Dividend Paid | 0.071 | |||
| Equity Positions Weight | 1.16 % | |||
| Bond Positions Weight | 11.92 % |
About Aptus Defined Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aptus Defined Risk's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aptus Defined using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aptus Defined Risk based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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The market value of Aptus Defined Risk is measured differently than its book value, which is the value of Aptus that is recorded on the company's balance sheet. Investors also form their own opinion of Aptus Defined's value that differs from its market value or its book value, called intrinsic value, which is Aptus Defined'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 Aptus Defined's market value can be influenced by many factors that don't directly affect Aptus Defined'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 Aptus Defined's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aptus Defined is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aptus Defined'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.