Spdr Bloomberg Short Etf Performance
| BWZ Etf | USD 25.53 0.38 1.51% |
The entity has a beta of 0.13, which indicates not very significant fluctuations relative to the market. As returns on the market increase, SPDR Bloomberg's returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR Bloomberg is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days SPDR Bloomberg Short has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, SPDR Bloomberg is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | SPDR Bloomberg Barclays Short Treasury Bond ETF declares monthly distribution of 0.0517 | 12/02/2024 |
2 | BWZs Record 1 Million Donations Highlight the Power of Purpose-Driven Business in 2025 | 01/13/2025 |
| In Threey Sharp Ratio | -0.96 |
SPDR |
SPDR Bloomberg Relative Risk vs. Return Landscape
If you would invest 2,628 in SPDR Bloomberg Short on October 24, 2024 and sell it today you would lose (75.00) from holding SPDR Bloomberg Short or give up 2.85% of portfolio value over 90 days. SPDR Bloomberg Short is generating negative expected returns assuming volatility of 0.5299% on return distribution over 90 days investment horizon. In other words, 4% of etfs are less volatile than SPDR, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
SPDR Bloomberg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR Bloomberg's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR Bloomberg Short, and traders can use it to determine the average amount a SPDR Bloomberg'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 = -0.09
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BWZ |
Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SPDR Bloomberg 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 SPDR Bloomberg by adding SPDR Bloomberg to a well-diversified portfolio.
SPDR Bloomberg Fundamentals Growth
SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR Bloomberg, and SPDR Bloomberg 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 SPDR Etf performance.
| Total Asset | 134.77 M | |||
About SPDR Bloomberg Performance
Evaluating SPDR Bloomberg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SPDR Bloomberg 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 SPDR Bloomberg 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 invests substantially all, but at least 80, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. Short-Term Intl is traded on NYSEARCA Exchange in the United States.| SPDR Bloomberg Short generated a negative expected return over the last 90 days | |
| Latest headline from businesswire.com: BWZs Record 1 Million Donations Highlight the Power of Purpose-Driven Business in 2025 | |
| This fund generated-1.0 ten year return of -1.0% | |
| SPDR Bloomberg holds about 99.65% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in SPDR Bloomberg Short. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of SPDR Bloomberg Short is measured differently than its book value, which is the value of SPDR that is recorded on the company's balance sheet. Investors also form their own opinion of SPDR Bloomberg's value that differs from its market value or its book value, called intrinsic value, which is SPDR Bloomberg'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 SPDR Bloomberg's market value can be influenced by many factors that don't directly affect SPDR Bloomberg'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 SPDR Bloomberg's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR Bloomberg is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR Bloomberg'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.