Foundations Dynamic Value Etf Performance
| FDVL Etf | 10.24 0.07 0.69% |
The etf shows a Beta (market volatility) of -0.18, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Foundations Dynamic are expected to decrease at a much lower rate. During the bear market, Foundations Dynamic is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Foundations Dynamic Value has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, Foundations Dynamic is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more
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Foundations |
Foundations Dynamic Relative Risk vs. Return Landscape
If you would invest 1,021 in Foundations Dynamic Value on January 1, 2025 and sell it today you would lose (4.00) from holding Foundations Dynamic Value or give up 0.39% of portfolio value over 90 days. Foundations Dynamic Value is currently does not generate positive expected returns and assumes 0.8675% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Foundations, 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 |
Foundations Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Foundations Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Foundations Dynamic Value, and traders can use it to determine the average amount a Foundations Dynamic'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 = -0.0033
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FDVL |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Foundations Dynamic 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 Foundations Dynamic by adding Foundations Dynamic to a well-diversified portfolio.
About Foundations Dynamic Performance
By examining Foundations Dynamic's fundamental ratios, stakeholders can obtain critical insights into Foundations Dynamic's 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 Foundations Dynamic 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.
Foundations Dynamic is entity of United States. It is traded as Etf on BATS exchange.| Foundations Dynamic generated a negative expected return over the last 90 days | |
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Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Foundations Dynamic Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of Foundations Dynamic Value is measured differently than its book value, which is the value of Foundations that is recorded on the company's balance sheet. Investors also form their own opinion of Foundations Dynamic's value that differs from its market value or its book value, called intrinsic value, which is Foundations Dynamic'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 Foundations Dynamic's market value can be influenced by many factors that don't directly affect Foundations Dynamic'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 Foundations Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Foundations Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Foundations Dynamic'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.