Quaker Investment Trust Etf Performance
| OWNS Etf | USD 17.06 0.01 0.06% |
The etf holds a Beta of 0.0375, which implies not very significant fluctuations relative to the market. As returns on the market increase, Quaker Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Quaker Investment is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Quaker Investment Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Quaker Investment is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| In Threey Sharp Ratio | -0.70 |
Quaker |
Quaker Investment Relative Risk vs. Return Landscape
If you would invest 1,745 in Quaker Investment Trust on August 24, 2024 and sell it today you would lose (39.00) from holding Quaker Investment Trust or give up 2.23% of portfolio value over 90 days. Quaker Investment Trust is currently does not generate positive expected returns and assumes 0.291% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than Quaker, 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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Quaker Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Quaker Investment's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Quaker Investment Trust, and traders can use it to determine the average amount a Quaker Investment'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 = -0.1199
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| Negative Returns | OWNS |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Quaker Investment 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 Quaker Investment by adding Quaker Investment to a well-diversified portfolio.
Quaker Investment Fundamentals Growth
Quaker Etf prices reflect investors' perceptions of the future prospects and financial health of Quaker Investment, and Quaker Investment 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 Quaker Etf performance.
| Total Asset | 90.15 M | |||
About Quaker Investment Performance
Assessing Quaker Investment's fundamental ratios provides investors with valuable insights into Quaker Investment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Quaker Investment 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in mortgage-backed securities backed by pools of mortgage loans that the funds Sub-Adviser believes were made to minority families, low-income families, andor families that live in persistent poverty areas. Impact Shares is traded on NYSEARCA Exchange in the United States.| Quaker Investment generated a negative expected return over the last 90 days | |
| The fund created three year return of -2.0% | |
| Quaker Investment Trust maintains all of the assets in different exotic instruments |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Quaker Investment Trust. 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 Commodity Directory module to find actively traded commodities issued by global exchanges.
The market value of Quaker Investment Trust is measured differently than its book value, which is the value of Quaker that is recorded on the company's balance sheet. Investors also form their own opinion of Quaker Investment's value that differs from its market value or its book value, called intrinsic value, which is Quaker Investment'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 Quaker Investment's market value can be influenced by many factors that don't directly affect Quaker Investment'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 Quaker Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Quaker Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Quaker Investment'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.