YuantaP Shares (Taiwan) Performance
| 0051 Etf | TWD 78.15 0.70 0.89% |
The entity maintains a market beta of 0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, YuantaP Shares' returns are expected to increase less than the market. However, during the bear market, the loss of holding YuantaP Shares is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days YuantaP shares Taiwan Mid Cap has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, YuantaP Shares is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Fifty Two Week Low | 27.50 | |
| Fifty Two Week High | 35.40 |
YuantaP |
YuantaP Shares Relative Risk vs. Return Landscape
If you would invest 8,135 in YuantaP shares Taiwan Mid Cap on August 28, 2024 and sell it today you would lose (320.00) from holding YuantaP shares Taiwan Mid Cap or give up 3.93% of portfolio value over 90 days. YuantaP shares Taiwan Mid Cap is generating negative expected returns and assumes 1.039% volatility on return distribution over the 90 days horizon. Simply put, 9% of etfs are less volatile than YuantaP, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
YuantaP Shares Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for YuantaP Shares' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as YuantaP shares Taiwan Mid Cap, and traders can use it to determine the average amount a YuantaP Shares' 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 = -0.0561
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0051 |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average YuantaP Shares is not performing at its full potential. However, 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 YuantaP Shares by adding YuantaP Shares to a well-diversified portfolio.
YuantaP Shares Fundamentals Growth
YuantaP Etf prices reflect investors' perceptions of the future prospects and financial health of YuantaP Shares, and YuantaP Shares 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 YuantaP Etf performance.
| Price To Earning | 11.94 X | |||
| Price To Book | 1.23 X | |||
| Price To Sales | 0.58 X | |||
| Total Asset | 307.49 M | |||
About YuantaP Shares Performance
Evaluating YuantaP Shares' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if YuantaP Shares 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 YuantaP Shares has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in stocks listed on the Taiwan Stock Exchange and OTC Exchange, and tracks Taiwan Mid-Cap 100 index. YUANTA SECURITIES is traded on Taiwan Stock Exchange in Taiwan.| YuantaP Shares generated a negative expected return over the last 90 days | |
| The fund holds 98.39% of its total net assets in equities |
Other Information on Investing in YuantaP Etf
YuantaP Shares financial ratios help investors to determine whether YuantaP 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 YuantaP with respect to the benefits of owning YuantaP Shares security.