Cavalier Investments Etf Performance
| AQGX Etf | USD 13.13 0.00 0.00% |
The etf shows a Beta (market volatility) of 0.4, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cavalier Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding Cavalier Investments is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Cavalier Investments has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, Cavalier Investments 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 | 10.20 | |
| Fifty Two Week High | 18.14 |
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Cavalier Investments Relative Risk vs. Return Landscape
If you would invest 1,313 in Cavalier Investments on August 31, 2024 and sell it today you would earn a total of 0.00 from holding Cavalier Investments or generate 0.0% return on investment over 90 days. Cavalier Investments is currently does not generate positive expected returns and assumes 0.0% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than Cavalier, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Cavalier Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cavalier Investments' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Cavalier Investments, and traders can use it to determine the average amount a Cavalier Investments' 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 = 0.0
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Based on monthly moving average Cavalier Investments 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 Cavalier Investments by adding Cavalier Investments to a well-diversified portfolio.
Cavalier Investments Fundamentals Growth
Cavalier Etf prices reflect investors' perceptions of the future prospects and financial health of Cavalier Investments, and Cavalier Investments 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 Cavalier Etf performance.
| Total Asset | 28.99 M | |||
About Cavalier Investments Performance
Evaluating Cavalier Investments' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cavalier Investments 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 Cavalier Investments 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 is an actively managed exchange-traded fund , it will not seek to replicate the performance of an index. Ai Quality is traded on NYSEARCA Exchange in the United States.| Cavalier Investments is not yet fully synchronised with the market data | |
| The fund holds all of its assets under management (AUM) in equities |
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
The market value of Cavalier Investments is measured differently than its book value, which is the value of Cavalier that is recorded on the company's balance sheet. Investors also form their own opinion of Cavalier Investments' value that differs from its market value or its book value, called intrinsic value, which is Cavalier Investments' 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 Cavalier Investments' market value can be influenced by many factors that don't directly affect Cavalier Investments' 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 Cavalier Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine if Cavalier Investments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cavalier Investments' 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.