Swan Hedged Equity Etf Performance
| HEGD Etf | USD 22.92 0.07 0.31% |
The entity has a beta of 0.2, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Swan Hedged's returns are expected to increase less than the market. However, during the bear market, the loss of holding Swan Hedged is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Swan Hedged Equity are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Swan Hedged is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Trading Report - Stock Traders Daily | 12/18/2024 |
2 | How To Trade - Stock Traders Daily | 01/29/2025 |
| In Threey Sharp Ratio | 0.17 |
Swan |
Swan Hedged Relative Risk vs. Return Landscape
If you would invest 2,206 in Swan Hedged Equity on November 1, 2024 and sell it today you would earn a total of 90.00 from holding Swan Hedged Equity or generate 4.08% return on investment over 90 days. Swan Hedged Equity is currently generating 0.0681% in daily expected returns and assumes 0.5323% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of etfs are less volatile than Swan, 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 |
Swan Hedged Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Swan Hedged's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Swan Hedged Equity, and traders can use it to determine the average amount a Swan Hedged'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
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Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Swan Hedged 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 Swan Hedged by adding it to a well-diversified portfolio.
Swan Hedged Fundamentals Growth
Swan Etf prices reflect investors' perceptions of the future prospects and financial health of Swan Hedged, and Swan Hedged 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 Swan Etf performance.
| Total Asset | 123.23 M | |||
About Swan Hedged Performance
By analyzing Swan Hedged's fundamental ratios, stakeholders can gain valuable insights into Swan Hedged's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Swan Hedged 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 Swan Hedged has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund is an actively-managed ETF that pursues its investment objective by investing at least 80 percent of its net assets directly and indirectly through one or more other investment companies, including ETFs, in equity securities of large capitalization U.S. companies. Swan Hedged is traded on BATS Exchange in the United States.| Latest headline from news.google.com: How To Trade - Stock Traders Daily | |
| The fund retains 107.18% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Swan Hedged Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
The market value of Swan Hedged Equity is measured differently than its book value, which is the value of Swan that is recorded on the company's balance sheet. Investors also form their own opinion of Swan Hedged's value that differs from its market value or its book value, called intrinsic value, which is Swan Hedged'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 Swan Hedged's market value can be influenced by many factors that don't directly affect Swan Hedged'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 Swan Hedged's value and its price as these two are different measures arrived at by different means. Investors typically determine if Swan Hedged is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Swan Hedged'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.