Clearshares Ocio Etf Performance
| OCIO Etf | USD 33.68 0.00 0.00% |
The etf shows a Beta (market volatility) of 0.58, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, ClearShares OCIO's returns are expected to increase less than the market. However, during the bear market, the loss of holding ClearShares OCIO is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days ClearShares OCIO ETF has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy forward indicators, ClearShares OCIO is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
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2 | 5.8bn Badgley Phelps new gatekeeper looks to build out alts - Citywire Professional Buyer | 01/23/2025 |
3 | When Moves Investors should Listen - Stock Traders Daily | 02/12/2025 |
| In Threey Sharp Ratio | 0.22 |
ClearShares |
ClearShares OCIO Relative Risk vs. Return Landscape
If you would invest 3,453 in ClearShares OCIO ETF on December 24, 2024 and sell it today you would lose (85.00) from holding ClearShares OCIO ETF or give up 2.46% of portfolio value over 90 days. ClearShares OCIO ETF is currently does not generate positive expected returns and assumes 0.7448% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than ClearShares, 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 |
ClearShares OCIO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for ClearShares OCIO's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as ClearShares OCIO ETF, and traders can use it to determine the average amount a ClearShares OCIO'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 = -0.0521
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OCIO |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average ClearShares OCIO 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 ClearShares OCIO by adding ClearShares OCIO to a well-diversified portfolio.
ClearShares OCIO Fundamentals Growth
ClearShares Etf prices reflect investors' perceptions of the future prospects and financial health of ClearShares OCIO, and ClearShares OCIO 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 ClearShares Etf performance.
| Total Asset | 118.08 M | |||
About ClearShares OCIO Performance
By examining ClearShares OCIO's fundamental ratios, stakeholders can obtain critical insights into ClearShares OCIO'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 ClearShares OCIO 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.
The fund is expected to typically invest approximately 40 percent to 70 percent of its total assets in equity securities , either through Underlying Investments that principally invest in U.S. or foreign equity securities, or directly in U.S. equity securities. ETF Series is traded on NYSEARCA Exchange in the United States.| ClearShares OCIO ETF generated a negative expected return over the last 90 days |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in ClearShares OCIO ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
The market value of ClearShares OCIO ETF is measured differently than its book value, which is the value of ClearShares that is recorded on the company's balance sheet. Investors also form their own opinion of ClearShares OCIO's value that differs from its market value or its book value, called intrinsic value, which is ClearShares OCIO'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 ClearShares OCIO's market value can be influenced by many factors that don't directly affect ClearShares OCIO'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 ClearShares OCIO's value and its price as these two are different measures arrived at by different means. Investors typically determine if ClearShares OCIO is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ClearShares OCIO'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.