Dan Ives Wedbush Etf Performance
| IVES Etf | USD 30.53 0.34 1.13% |
The etf shows a Beta (market volatility) of 0.73, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dan IVES's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dan IVES is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dan IVES Wedbush are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable technical and fundamental indicators, Dan IVES is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Dan IVES Relative Risk vs. Return Landscape
If you would invest 3,018 in Dan IVES Wedbush on November 20, 2025 and sell it today you would earn a total of 35.00 from holding Dan IVES Wedbush or generate 1.16% return on investment over 90 days. Dan IVES Wedbush is currently generating 0.0333% in daily expected returns and assumes 1.6869% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of etfs are less volatile than Dan, 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 |
Dan IVES Target Price Odds to finish over Current Price
The tendency of Dan Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 30.53 | 90 days | 30.53 | about 91.98 |
Based on a normal probability distribution, the odds of Dan IVES to move above the current price in 90 days from now is about 91.98 (This Dan IVES Wedbush probability density function shows the probability of Dan Etf to fall within a particular range of prices over 90 days) .
Dan IVES Price Density |
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Predictive Modules for Dan IVES
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dan IVES Wedbush. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dan IVES's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Dan IVES Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dan IVES is not an exception. The market had few large corrections towards the Dan IVES's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dan IVES Wedbush, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dan IVES within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0035 | |
β | Beta against Dow Jones | 0.73 | |
σ | Overall volatility | 0.99 | |
Ir | Information ratio | -0.0079 |
Dan IVES Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dan IVES for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dan IVES Wedbush can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund created three year return of -8.0% | |
| Dan IVES Wedbush retains 99.1% of its assets under management (AUM) in equities |
Dan IVES Fundamentals Growth
Dan Etf prices reflect investors' perceptions of the future prospects and financial health of Dan IVES, and Dan IVES 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 Dan Etf performance.
| Total Asset | 22.92 M | |||
About Dan IVES Performance
Assessing Dan IVES's fundamental ratios provides investors with valuable insights into Dan IVES's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dan IVES 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 invests at least 80 percent of its total assets, exclusive of collateral held from securities lending, in the component securities of the index and in ADRs and GDRs based on the component securities in the index. Etfmg Global is traded on NYSEARCA Exchange in the United States.| The fund created three year return of -8.0% | |
| Dan IVES Wedbush retains 99.1% 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 Dan IVES Wedbush. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in discontinued. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Investors evaluate Dan IVES Wedbush using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Dan IVES's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. External factors like market trends, sector rotation, and investor psychology can cause Dan IVES's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between Dan IVES's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dan IVES is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Dan IVES's market price signifies the transaction level at which participants voluntarily complete trades.