Aptus Collared Income Etf Performance
| ACIO Etf | USD 38.74 0.05 0.13% |
The etf shows a Beta (market volatility) of 0.73, 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
Very Weak
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 newest stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Trading Advice - Stock Traders Daily | 01/29/2025 |
2 | Long Term Trading Analysis for - Stock Traders Daily | 03/03/2025 |
3 | Proactive Strategies - Stock Traders Daily | 03/24/2025 |
| In Threey Sharp Ratio | 0.55 |
Aptus |
Aptus Collared Relative Risk vs. Return Landscape
If you would invest 4,010 in Aptus Collared Income on January 1, 2025 and sell it today you would lose (141.00) from holding Aptus Collared Income or give up 3.52% of portfolio value over 90 days. Aptus Collared Income is currently does not generate positive expected returns and assumes 0.7507% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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 |
Aptus Collared Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aptus Collared's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Aptus Collared Income, and traders can use it to determine the average amount a Aptus Collared'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 = -0.0758
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ACIO |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aptus Collared 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 Aptus Collared by adding Aptus Collared to a well-diversified portfolio.
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 Asset | 472.15 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 | |
| Latest headline from news.google.com: Proactive Strategies - Stock Traders Daily | |
| The fund holds 100.59% of its assets under management (AUM) in equities |
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 Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
The market value of Aptus Collared Income is measured differently than its book value, which is the value of Aptus that is recorded on the company's balance sheet. Investors also form their own opinion of Aptus Collared's value that differs from its market value or its book value, called intrinsic value, which is Aptus Collared'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 Aptus Collared's market value can be influenced by many factors that don't directly affect Aptus Collared'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 Aptus Collared's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aptus Collared is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. 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.