Alerian Energy Infrastructure Etf Performance
| ENFR Etf | USD 32.96 0.82 2.55% |
The etf shows a Beta (market volatility) of 0.28, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Alerian Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alerian Energy is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Alerian Energy Infrastructure are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak technical and fundamental indicators, Alerian Energy may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
1 | Investment Report - Stock Traders Daily | 11/11/2024 |
2 | 6 Midstream Companies in ENFR Grow Dividends - ETF Trends | 01/30/2025 |
| In Threey Sharp Ratio | 0.93 |
Alerian |
Alerian Energy Relative Risk vs. Return Landscape
If you would invest 2,916 in Alerian Energy Infrastructure on November 3, 2024 and sell it today you would earn a total of 298.00 from holding Alerian Energy Infrastructure or generate 10.22% return on investment over 90 days. Alerian Energy Infrastructure is currently generating 0.1682% in daily expected returns and assumes 1.3151% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of etfs are less volatile than Alerian, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Alerian Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alerian Energy's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Alerian Energy Infrastructure, and traders can use it to determine the average amount a Alerian Energy'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 = 0.1279
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ENFR | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Alerian Energy is performing at about 10% of its full potential. 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 Alerian Energy by adding it to a well-diversified portfolio.
Alerian Energy Fundamentals Growth
Alerian Etf prices reflect investors' perceptions of the future prospects and financial health of Alerian Energy, and Alerian Energy 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 Alerian Etf performance.
| Price To Earning | 25.97 X | |||
| Price To Book | 1.96 X | |||
| Price To Sales | 1.49 X | |||
| Total Asset | 120.1 M | |||
About Alerian Energy Performance
Assessing Alerian Energy's fundamental ratios provides investors with valuable insights into Alerian Energy's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Alerian Energy is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The underlying index is a composite of North American energy infrastructure companies engaged in midstream activities involving energy commodities including gathering and processing, liquefaction, pipeline transportation, rail terminaling, and storage . Alerian Energy is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: 6 Midstream Companies in ENFR Grow Dividends - ETF Trends | |
| The fund retains 99.62% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Alerian Energy Infrastructure. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
The market value of Alerian Energy Infra is measured differently than its book value, which is the value of Alerian that is recorded on the company's balance sheet. Investors also form their own opinion of Alerian Energy's value that differs from its market value or its book value, called intrinsic value, which is Alerian Energy'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 Alerian Energy's market value can be influenced by many factors that don't directly affect Alerian Energy'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 Alerian Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Alerian Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Alerian Energy'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.