Strategy Shares Etf Performance
| ESUM Etf | 27.33 0.04 0.15% |
The entity has a beta of 1.0, which indicates possible diversification benefits within a given portfolio. Strategy Shares returns are very sensitive to returns on the market. As the market goes up or down, Strategy Shares is expected to follow.
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 3 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Strategy Shares is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
| Strategy Shares dividend paid on 30th of September 2025 | 09/30/2025 |
2 | ESUM Interactive Stock Chart Strategy Shares Eventide US Mar Stock - Yahoo Finance | 11/14/2025 |
Strategy | Build AI portfolio with Strategy Etf |
Strategy Shares Relative Risk vs. Return Landscape
If you would invest 2,677 in Strategy Shares on September 25, 2025 and sell it today you would earn a total of 56.00 from holding Strategy Shares or generate 2.09% return on investment over 90 days. Strategy Shares is currently generating 0.0366% in daily expected returns and assumes 0.8686% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Strategy, 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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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 = 0.0421
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| Negative Returns | ESUM |
Based on monthly moving average Strategy Shares is performing at about 3% 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.
About Strategy Shares Performance
By examining Strategy Shares' fundamental ratios, stakeholders can obtain critical insights into Strategy Shares' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Strategy Shares is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Strategy Shares is entity of United States. It is traded as Etf on NYSE ARCA exchange.| Strategy Shares was previously known as Eventide Market ETF and was traded on NYSE ARCA Exchange under the symbol EUSM. |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Strategy Shares . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. To learn how to invest in Strategy Etf, please use our How to Invest in Strategy Shares guide.You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of Strategy Shares is measured differently than its book value, which is the value of Strategy that is recorded on the company's balance sheet. Investors also form their own opinion of Strategy Shares' value that differs from its market value or its book value, called intrinsic value, which is Strategy Shares' 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 Strategy Shares' market value can be influenced by many factors that don't directly affect Strategy Shares' 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 Strategy Shares' value and its price as these two are different measures arrived at by different means. Investors typically determine if Strategy Shares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Strategy Shares' 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.