Aptus Collared Income Etf Performance

ACIO Etf  USD 43.94  0.06  0.14%   
The etf shows a Beta (market volatility) of 0.55, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aptus Collared's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aptus Collared is expected to be smaller as well.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Aptus Collared Income has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy forward indicators, Aptus Collared is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
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Aptus Collared Relative Risk vs. Return Landscape

If you would invest  4,407  in Aptus Collared Income on November 2, 2025 and sell it today you would lose (13.00) from holding Aptus Collared Income or give up 0.29% of portfolio value over 90 days. Aptus Collared Income is currently does not generate positive expected returns and assumes 0.5427% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of etfs are less volatile than Aptus, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Aptus Collared is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.38 times less risky than the market. the firm trades about -0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.
Below is the normalized historical share price chart for Aptus Collared Income extending back to July 10, 2019. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Aptus Collared stands at 43.94, as last reported on the 31st of January, with the highest price reaching 43.99 and the lowest price hitting 43.74 during the day.
3 y Volatility
8.76
200 Day MA
42.1691
1 y Volatility
7.93
50 Day MA
43.7999
Inception Date
2019-07-09
 
Covid
 
Interest Hikes

Aptus Collared Target Price Odds to finish over Current Price

The tendency of Aptus Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 43.94 90 days 43.94 
about 38.0
Based on a normal probability distribution, the odds of Aptus Collared to move above the current price in 90 days from now is about 38.0 (This Aptus Collared Income probability density function shows the probability of Aptus Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days Aptus Collared has a beta of 0.55. This suggests as returns on the market go up, Aptus Collared average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Aptus Collared Income will be expected to be much smaller as well. Additionally Aptus Collared Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Aptus Collared Price Density   
       Price  

Predictive Modules for Aptus Collared

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Aptus Collared Income. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
43.4043.9444.48
Details
Intrinsic
Valuation
LowRealHigh
43.2743.8144.35
Details
Naive
Forecast
LowNextHigh
43.3943.9444.48
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
43.5543.9344.30
Details

Aptus Collared Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Aptus Collared is not an exception. The market had few large corrections towards the Aptus Collared's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Aptus Collared Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Aptus Collared within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.04
β
Beta against Dow Jones0.55
σ
Overall volatility
0.36
Ir
Information ratio -0.11

Aptus Collared Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Aptus Collared for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Aptus Collared Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Aptus Collared generated a negative expected return over the last 90 days
The fund holds 100.59% of its assets under management (AUM) in equities

Aptus Collared Fundamentals Growth

Aptus Etf prices reflect investors' perceptions of the future prospects and financial health of Aptus Collared, and Aptus Collared 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 Aptus Etf performance.
Total Asset472.15 M

About Aptus Collared Performance

By examining Aptus Collared's fundamental ratios, stakeholders can obtain critical insights into Aptus Collared's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Aptus Collared is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund is an actively-managed exchange-traded fund that seeks to achieve its investment objective principally by investing in a portfolio of U.S. Aptus Collared is traded on BATS Exchange in the United States.
Aptus Collared generated a negative expected return over the last 90 days
The fund holds 100.59% of its assets under management (AUM) in equities
When determining whether Aptus Collared Income offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Aptus Collared'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 Aptus Collared Income Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Aptus Collared Income Etf:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aptus Collared Income. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Aptus Collared Income's market price often diverges from its book value, the accounting figure shown on Aptus's balance sheet. Smart investors calculate Aptus Collared's intrinsic value—its true economic worth—which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Aptus Collared's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Understanding that Aptus Collared's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Aptus Collared represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, Aptus Collared'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.