Ft Vest Equity Etf Performance
| JUNM Etf | 31.77 0.01 0.03% |
The etf owns a Beta (Systematic Risk) of 0.17, which means not very significant fluctuations relative to the market. As returns on the market increase, FT Vest's returns are expected to increase less than the market. However, during the bear market, the loss of holding FT Vest is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in FT Vest Equity are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, FT Vest is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Mutual Advisors LLC Boosts Stake in Ft Vest Us Eq Max Buf Jun | 10/30/2024 |
2 | Ft Vest Us Eq Max Buf Jun Shares Acquired by StoneX Group Inc. | 11/25/2024 |
JUNM |
FT Vest Relative Risk vs. Return Landscape
If you would invest 3,098 in FT Vest Equity on September 1, 2024 and sell it today you would earn a total of 79.00 from holding FT Vest Equity or generate 2.55% return on investment over 90 days. FT Vest Equity is currently generating 0.0395% in daily expected returns and assumes 0.1637% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than JUNM, 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 |
FT Vest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for FT Vest's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as FT Vest Equity, and traders can use it to determine the average amount a FT Vest'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 = 0.2412
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JUNM |
Estimated Market Risk
| 0.16 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average FT Vest is performing at about 18% 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 FT Vest by adding it to a well-diversified portfolio.
About FT Vest Performance
By examining FT Vest's fundamental ratios, stakeholders can obtain critical insights into FT Vest's 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 FT Vest 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.
FT Vest is entity of United States. It is traded as Etf on BATS exchange.| Latest headline from thelincolnianonline.com: Ft Vest Us Eq Max Buf Jun Shares Acquired by StoneX Group Inc. |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in FT Vest 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 board of governors. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
The market value of FT Vest Equity is measured differently than its book value, which is the value of JUNM that is recorded on the company's balance sheet. Investors also form their own opinion of FT Vest's value that differs from its market value or its book value, called intrinsic value, which is FT Vest'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 FT Vest's market value can be influenced by many factors that don't directly affect FT Vest'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 FT Vest's value and its price as these two are different measures arrived at by different means. Investors typically determine if FT Vest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FT Vest'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.