Energy Leaders Plus Etf Performance
| HPF Etf | CAD 3.37 0.03 0.90% |
The etf shows a Beta (market volatility) of 0.2, which means not very significant fluctuations relative to the market. As returns on the market increase, Energy Leaders' returns are expected to increase less than the market. However, during the bear market, the loss of holding Energy Leaders is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Energy Leaders Plus has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, Energy Leaders is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Harvest Energy Leaders Plus Income ETF USD Quote - Press Release - The Globe and Mail | 09/11/2024 |
| In Threey Sharp Ratio | 0.99 |
Energy |
Energy Leaders Relative Risk vs. Return Landscape
If you would invest 338.00 in Energy Leaders Plus on August 24, 2024 and sell it today you would lose (1.00) from holding Energy Leaders Plus or give up 0.3% of portfolio value over 90 days. Energy Leaders Plus is generating 0.0015% of daily returns assuming 1.1231% volatility of returns over the 90 days investment horizon. Simply put, 10% of all etfs have less volatile historical return distribution than Energy Leaders, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Energy Leaders Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Energy Leaders' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Energy Leaders Plus, and traders can use it to determine the average amount a Energy Leaders' 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 = 0.0014
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HPF |
Estimated Market Risk
| 1.12 actual daily | 9 91% 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 Energy Leaders 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 Energy Leaders by adding Energy Leaders to a well-diversified portfolio.
Energy Leaders Fundamentals Growth
Energy Etf prices reflect investors' perceptions of the future prospects and financial health of Energy Leaders, and Energy Leaders 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 Energy Etf performance.
| Total Asset | 18.95 M | |||
About Energy Leaders Performance
By examining Energy Leaders' fundamental ratios, stakeholders can obtain critical insights into Energy Leaders' 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 Energy Leaders 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.
The ETFs investment objective is to provide Unitholders with monthly cash distributions the opportunity for capital appreciation and lower overall volatility of portfolio returns than would otherwise be experienced by owning Equity Securities of the Energy Leaders directly. HARVEST ENERGY is traded on Toronto Stock Exchange in Canada.| The fund retains 99.23% of its assets under management (AUM) in equities |
Other Information on Investing in Energy Etf
Energy Leaders financial ratios help investors to determine whether Energy Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Energy with respect to the benefits of owning Energy Leaders security.