Infracap Equity Income Etf Performance
| ICAP Etf | USD 26.83 0.08 0.30% |
The etf retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, InfraCap Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding InfraCap Equity is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in InfraCap Equity Income are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, InfraCap Equity is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | TP ICAP Executes Share Buyback Strategy - MSN | 11/04/2024 |
2 | SAFA appoints new president and vice-president | 01/02/2025 |
3 | SMAIO Bilan semestriel du Contrat de Liquidit contract avec TP ICAP | 01/07/2025 |
4 | Virtus Infrastructure Capital ETFs Declare Monthly Distributions | 01/17/2025 |
| In Threey Sharp Ratio | 0.11 |
InfraCap |
InfraCap Equity Relative Risk vs. Return Landscape
If you would invest 2,615 in InfraCap Equity Income on November 1, 2024 and sell it today you would earn a total of 68.00 from holding InfraCap Equity Income or generate 2.6% return on investment over 90 days. InfraCap Equity Income is currently generating 0.0484% in daily expected returns and assumes 1.0675% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of etfs are less volatile than InfraCap, 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 |
InfraCap Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for InfraCap Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as InfraCap Equity Income, and traders can use it to determine the average amount a InfraCap Equity'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 = 0.0454
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ICAP |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average InfraCap Equity 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 InfraCap Equity by adding it to a well-diversified portfolio.
InfraCap Equity Fundamentals Growth
InfraCap Etf prices reflect investors' perceptions of the future prospects and financial health of InfraCap Equity, and InfraCap Equity 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 InfraCap Etf performance.
| Total Asset | 23.11 M | |||
About InfraCap Equity Performance
Assessing InfraCap Equity's fundamental ratios provides investors with valuable insights into InfraCap Equity's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the InfraCap Equity is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund, under normal conditions, will invest at least 80 percent of its net assets in equity securities of companies that pay dividends during normal market conditions. Infracap Equity is traded on NYSEARCA Exchange in the United States.| Latest headline from businesswire.com: Virtus Infrastructure Capital ETFs Declare Monthly Distributions | |
| The fund retains 102.21% 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 InfraCap Equity Income. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
The market value of InfraCap Equity Income is measured differently than its book value, which is the value of InfraCap that is recorded on the company's balance sheet. Investors also form their own opinion of InfraCap Equity's value that differs from its market value or its book value, called intrinsic value, which is InfraCap Equity'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 InfraCap Equity's market value can be influenced by many factors that don't directly affect InfraCap Equity'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 InfraCap Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if InfraCap Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, InfraCap Equity'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.