SPDR SAMPP 400 ETF Trailing Beta

MDYV ETF  USD 90.87  -1.21  -1.31%   
Below is SPDR SAMPP's Trailing Beta - what it measures, how it is derived, and where it stands now. The reading shown reflects the latest period for which data has been disclosed. Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it tends to significantly outperform the market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

 = 

Covariance

Variance

=

1.12

In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market and is calculated based on the Capital Asset Pricing Model (CAPM). However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future. SPDR SAMPP's Trailing Beta reflects values from the latest available filings. Values are subject to revision as updated filings become available.

SPDR SAMPP's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it tends to significantly outperform the market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

 = 

Covariance

Variance

Current SPDR SAMPP Trailing Beta
    
  1.12  
Reading Trailing Beta in context clarifies whether SPDR SAMPP 400 is fairly priced by the market. A gap between estimated value and market price can hint at mispricing, though other factors matter too. Sector-level factors can push whole industries to trade above or below their past norms. SPDR SAMPP currently trades at a P/E of 18.95, which provides additional valuation context. This analysis is offered for research and learning purposes. A price-to-book ratio of 1.77 helps frame the market's assessment of SPDR SAMPP's asset base.
Competition

Fundamental Drivers Relationships

Trailing Beta Peer Comparison

Peer comparison on Trailing Beta is one of the most widely used methods for evaluating SPDR SAMPP relative to competitors. Comparing SPDR SAMPP's Trailing Beta against peers surfaces securities trading below their model-implied intrinsic value estimate in the group.
SPDR SAMPP is currently under evaluation for trailing beta relative to ETF peers.

Financial Ratios Relationships

Fund Asset Allocation for SPDR SAMPP

The fund invests 99.86% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.
Asset allocation divides SPDR SAMPP's investment portfolio among different asset categories to balance risk and reward. By investing in a diversified mix of instruments aligned with investor objectives, SPDR SAMPP's can manage volatility.
Mutual funds allocate assets by investing in a diversified portfolio of stocks, bonds, and cash. Fund managers actively manage this mix in response to changing market conditions and investment objectives.
SPDR SAMPP returns are very sensitive to returns on the market. As the market goes up or down, SPDR SAMPP tends to follow.

Important Fundamentals

Financial Metrics, Fundamentals & Methodology

The exposure architecture of SPDR SAMPP reflects how holdings translate into systematic risk. Premium/discount behavior and tracking difference provide additional context for pricing efficiency.

SPDR SAMPP 400 metrics draw on fund disclosures and market reference feeds, standardized for cross-period comparison. Reported income, balance-sheet, and cash-flow fields adhere to GAAP or IFRS presentation rules.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board