Yuanta SP (Taiwan) Performance
| 00635U Etf | TWD 30.53 0.27 0.89% |
The entity maintains a market beta of 0.0176, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Yuanta SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding Yuanta SP is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Yuanta SP GSCI are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Yuanta SP is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Fifty Two Week Low | 17.89 | |
| Fifty Two Week High | 22.29 |
Yuanta |
Yuanta SP Relative Risk vs. Return Landscape
If you would invest 2,927 in Yuanta SP GSCI on August 24, 2024 and sell it today you would earn a total of 126.00 from holding Yuanta SP GSCI or generate 4.3% return on investment over 90 days. Yuanta SP GSCI is generating 0.0713% of daily returns and assumes 0.9391% volatility on return distribution over the 90 days horizon. Simply put, 8% of etfs are less volatile than Yuanta, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Yuanta SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Yuanta SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Yuanta SP GSCI, and traders can use it to determine the average amount a Yuanta SP'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 = 0.0759
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| Cash | 00635U | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Yuanta SP is performing at about 5% 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 Yuanta SP by adding it to a well-diversified portfolio.
Yuanta SP Fundamentals Growth
Yuanta Etf prices reflect investors' perceptions of the future prospects and financial health of Yuanta SP, and Yuanta SP 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 Yuanta Etf performance.
| Total Asset | 1.12 B | |||
About Yuanta SP Performance
By analyzing Yuanta SP's fundamental ratios, stakeholders can gain valuable insights into Yuanta SP's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Yuanta SP 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 Yuanta SP has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
YUANTA SECURITIES is traded on Taiwan Stock Exchange in Taiwan.| The fund generated three year return of -1.0% | |
| Yuanta SP GSCI holds all of the total net assets in various exotic instrument |
Other Information on Investing in Yuanta Etf
Yuanta SP financial ratios help investors to determine whether Yuanta 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 Yuanta with respect to the benefits of owning Yuanta SP security.