Avantis Real Estate Etf Performance
| AVRE Etf | USD 45.08 0.24 0.54% |
The etf shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Avantis Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Avantis Real is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Avantis Real Estate has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Avantis Real is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Strategic Blueprint LLC Lowers Holdings in Avantis Real Estate ETF | 10/29/2024 |
2 | AVRE The Significant Degree Of Dollar Dependence Makes This A Hold At Best - Seeking Alpha | 11/11/2024 |
3 | How the price action is used to our Advantage - Stock Traders Daily | 11/21/2024 |
| In Threey Sharp Ratio | -0.20 |
Avantis |
Avantis Real Relative Risk vs. Return Landscape
If you would invest 4,562 in Avantis Real Estate on August 27, 2024 and sell it today you would lose (54.00) from holding Avantis Real Estate or give up 1.18% of portfolio value over 90 days. Avantis Real Estate is currently does not generate positive expected returns and assumes 0.7502% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than Avantis, 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 |
Avantis Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Avantis Real's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Avantis Real Estate, and traders can use it to determine the average amount a Avantis Real'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 = -0.0211
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| Negative Returns | AVRE |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.02 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 Avantis Real 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 Avantis Real by adding Avantis Real to a well-diversified portfolio.
Avantis Real Fundamentals Growth
Avantis Etf prices reflect investors' perceptions of the future prospects and financial health of Avantis Real, and Avantis Real 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 Avantis Etf performance.
| Total Asset | 166.64 M | |||
About Avantis Real Performance
By analyzing Avantis Real's fundamental ratios, stakeholders can gain valuable insights into Avantis Real's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Avantis Real 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 Avantis Real has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund invests primarily in a diverse group of real estate securities globally, in particular real estate investment trusts and REIT-like entities, across a variety of property sectors. Avantis Real is traded on NYSEARCA Exchange in the United States.| Avantis Real Estate generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: How the price action is used to our Advantage - Stock Traders Daily | |
| The fund created three year return of -2.0% | |
| Avantis Real Estate holds 98.85% 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 Avantis Real Estate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of Avantis Real Estate is measured differently than its book value, which is the value of Avantis that is recorded on the company's balance sheet. Investors also form their own opinion of Avantis Real's value that differs from its market value or its book value, called intrinsic value, which is Avantis Real'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 Avantis Real's market value can be influenced by many factors that don't directly affect Avantis Real'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 Avantis Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if Avantis Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Real'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.