Strategy Shares Etf Performance

ESIM Etf   25.99  0.01  0.04%   
The entity has a beta of 0.0912, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Strategy Shares' returns are expected to increase less than the market. However, during the bear market, the loss of holding Strategy Shares is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Strategy Shares are ranked lower than 47 (%) of all global equities and portfolios over the last 90 days. In spite of very uncertain forward indicators, Strategy Shares displayed solid returns over the last few months and may actually be approaching a breakup point. ...more

Strategy Shares Relative Risk vs. Return Landscape

If you would invest  2,484  in Strategy Shares on October 17, 2025 and sell it today you would earn a total of  115.00  from holding Strategy Shares or generate 4.63% return on investment over 90 days. Strategy Shares is currently generating 0.2393% in daily expected returns and assumes 0.4025% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% of etfs are less volatile than Strategy, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days Strategy Shares is expected to generate 0.57 times more return on investment than the market. However, the company is 1.76 times less risky than the market. It trades about 0.59 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.15 per unit of risk.

Strategy Shares Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Strategy Shares' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Strategy Shares, and traders can use it to determine the average amount a Strategy Shares' 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 = 0.5944

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Based on monthly moving average Strategy Shares is performing at about 47% 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 Strategy Shares by adding it to a well-diversified portfolio.