Yuanta 10 (Taiwan) Performance
| 00788B Etf | TWD 32.20 0.15 0.47% |
The entity maintains a market beta of 0.0531, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Yuanta 10's returns are expected to increase less than the market. However, during the bear market, the loss of holding Yuanta 10 is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Yuanta 10 Investment has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Yuanta 10 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Fifty Two Week Low | 38.76 | |
| Fifty Two Week High | 47.74 |
Yuanta |
Yuanta 10 Relative Risk vs. Return Landscape
If you would invest 3,243 in Yuanta 10 Investment on August 28, 2024 and sell it today you would lose (23.00) from holding Yuanta 10 Investment or give up 0.71% of portfolio value over 90 days. Yuanta 10 Investment is generating negative expected returns and assumes 0.5629% volatility on return distribution over the 90 days horizon. Simply put, 5% 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 10 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Yuanta 10's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Yuanta 10 Investment, and traders can use it to determine the average amount a Yuanta 10'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 = -0.0176
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 00788B |
Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Yuanta 10 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 Yuanta 10 by adding Yuanta 10 to a well-diversified portfolio.
About Yuanta 10 Performance
By analyzing Yuanta 10's fundamental ratios, stakeholders can gain valuable insights into Yuanta 10's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Yuanta 10 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 10 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Yuanta 10 Investment generated a negative expected return over the last 90 days |
Other Information on Investing in Yuanta Etf
Yuanta 10 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 10 security.