Shp Etf Trust Etf Ten Year Return
| SPYI Etf | USD 52.28 0.13 0.25% |
SHP ETF Trust fundamentals help investors to digest information that contributes to SHP ETF's financial success or failures. It also enables traders to predict the movement of SHP Etf. The fundamental analysis module provides a way to measure SHP ETF'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 SHP ETF etf.
SHP |
SHP ETF Trust ETF Ten Year Return Analysis
SHP ETF's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, SHP ETF Trust has a Ten Year Return of 0.0%. This indicator is about the same for the Neos Funds average (which is currently at 0.0) family and about the same as Derivative Income (which currently averages 0.0) category. This indicator is about the same for all United States etfs average (which is currently at 0.0).
SHP Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses SHP ETF's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of SHP ETF could also be used in its relative valuation, which is a method of valuing SHP ETF by comparing valuation metrics of similar companies.SHP ETF is currently under evaluation in ten year return as compared to similar ETFs.
Fund Asset Allocation for SHP ETF
The fund consists of 96.17% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides SHP ETF'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.
SHP Fundamentals
| Total Asset | 890.26 K | |||
| One Year Return | 24.10 % | |||
| Net Asset | 890.26 K | |||
| Equity Positions Weight | 96.17 % |
About SHP ETF Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze SHP ETF Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of SHP ETF using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of SHP ETF Trust 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.
Currently Active Assets on Macroaxis
When determining whether SHP ETF Trust offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SHP ETF's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Shp Etf Trust Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Shp Etf Trust Etf:Check out SHP ETF Piotroski F Score and SHP ETF Altman Z Score analysis. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of SHP ETF Trust is measured differently than its book value, which is the value of SHP that is recorded on the company's balance sheet. Investors also form their own opinion of SHP ETF's value that differs from its market value or its book value, called intrinsic value, which is SHP ETF'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 SHP ETF's market value can be influenced by many factors that don't directly affect SHP ETF'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 SHP ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if SHP ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SHP ETF'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.