Martin Currie Sustainable Etf Performance
| MCSE Etf | USD 13.22 0.01 0.08% |
The etf secures a Beta (Market Risk) of 0.66, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Martin Currie's returns are expected to increase less than the market. However, during the bear market, the loss of holding Martin Currie is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Martin Currie Sustainable has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of conflicting performance in the last few months, the Etf's basic indicators remain rather sound which may send shares a bit higher in December 2024. The latest tumult may also be a sign of longer-term up-swing for the fund shareholders. ...more
1 | When Moves Investors should Listen - Stock Traders Daily | 11/19/2024 |
| In Threey Sharp Ratio | -0.45 |
Martin |
Martin Currie Relative Risk vs. Return Landscape
If you would invest 1,522 in Martin Currie Sustainable on August 23, 2024 and sell it today you would lose (201.00) from holding Martin Currie Sustainable or give up 13.21% of portfolio value over 90 days. Martin Currie Sustainable is currently does not generate positive expected returns and assumes 1.2083% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than Martin, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Martin Currie Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Martin Currie's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Martin Currie Sustainable, and traders can use it to determine the average amount a Martin Currie'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 = -0.177
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| Negative Returns | MCSE |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Martin Currie 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 Martin Currie by adding Martin Currie to a well-diversified portfolio.
Martin Currie Fundamentals Growth
Martin Etf prices reflect investors' perceptions of the future prospects and financial health of Martin Currie, and Martin Currie 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 Martin Etf performance.
| Total Asset | 29.74 M | |||
About Martin Currie Performance
By analyzing Martin Currie's fundamental ratios, stakeholders can gain valuable insights into Martin Currie's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Martin Currie 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 Martin Currie has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity and equity-related securities of foreign companies and other investments with similar economic characteristics that meet the sub-advisors environmental, social and governance criteria for the fund. Martin Currie is traded on NASDAQ Exchange in the United States.| Martin Currie generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: When Moves Investors should Listen - Stock Traders Daily | |
| The fund created three year return of -11.0% | |
| Martin Currie Sustainable maintains 90.91% of its assets in stocks |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Martin Currie Sustainable. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
The market value of Martin Currie Sustainable is measured differently than its book value, which is the value of Martin that is recorded on the company's balance sheet. Investors also form their own opinion of Martin Currie's value that differs from its market value or its book value, called intrinsic value, which is Martin Currie'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 Martin Currie's market value can be influenced by many factors that don't directly affect Martin Currie'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 Martin Currie's value and its price as these two are different measures arrived at by different means. Investors typically determine if Martin Currie is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Martin Currie'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.