Financial Investors Trust Etf Performance
| INDSX Etf | USD 20.85 0.03 0.14% |
The etf shows a Beta (market volatility) of 0.52, which means possible diversification benefits within a given portfolio. As returns on the market increase, Financial Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding Financial Investors is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Financial Investors Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Financial Investors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
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Financial |
Financial Investors Relative Risk vs. Return Landscape
If you would invest 2,096 in Financial Investors Trust on August 29, 2024 and sell it today you would lose (11.00) from holding Financial Investors Trust or give up 0.52% of portfolio value over 90 days. Financial Investors Trust is currently producing negative expected returns and takes up 0.9114% volatility of returns over 90 trading days. Put another way, 8% of traded etfs are less volatile than Financial, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Financial Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Financial Investors' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Financial Investors Trust, and traders can use it to determine the average amount a Financial Investors' 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 = -0.0045
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | INDSX |
Estimated Market Risk
| 0.91 actual daily | 8 92% 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 Financial Investors 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 Financial Investors by adding Financial Investors to a well-diversified portfolio.
About Financial Investors Performance
Evaluating Financial Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Financial Investors 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 Financial Investors has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity and equity-linked securities of Indian companies. Equity securities in which the fund can invest may include common stocks, preferred stocks, convertible securities, rights and warrants to buy common stocks. The Advisor intends to invest in companies of all capitalization sizes.| Financial Investors generated a negative expected return over the last 90 days | |
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| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Other Information on Investing in Financial Etf
Financial Investors financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Investors security.