Litman Gregory Funds Etf Performance
| PCIG Etf | 9.71 0.05 0.52% |
The etf secures a Beta (Market Risk) of 0.79, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Litman Gregory's returns are expected to increase less than the market. However, during the bear market, the loss of holding Litman Gregory is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Litman Gregory Funds has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable forward indicators, Litman Gregory is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | Investment Report - Stock Traders Daily | 11/18/2024 |
Litman |
Litman Gregory Relative Risk vs. Return Landscape
If you would invest 978.00 in Litman Gregory Funds on September 1, 2024 and sell it today you would lose (7.00) from holding Litman Gregory Funds or give up 0.72% of portfolio value over 90 days. Litman Gregory Funds is currently does not generate positive expected returns and assumes 0.8645% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Litman, 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 |
Litman Gregory Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Litman Gregory's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Litman Gregory Funds, and traders can use it to determine the average amount a Litman Gregory'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 = -0.0087
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| Negative Returns | PCIG |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Litman Gregory 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 Litman Gregory by adding Litman Gregory to a well-diversified portfolio.
About Litman Gregory Performance
By analyzing Litman Gregory's fundamental ratios, stakeholders can gain valuable insights into Litman Gregory's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Litman Gregory 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 Litman Gregory has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Litman Gregory is entity of United States. It is traded as Etf on NYSE ARCA exchange.| Litman Gregory Funds generated a negative expected return over the last 90 days | |
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Litman Gregory Funds. 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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
The market value of Litman Gregory Funds is measured differently than its book value, which is the value of Litman that is recorded on the company's balance sheet. Investors also form their own opinion of Litman Gregory's value that differs from its market value or its book value, called intrinsic value, which is Litman Gregory'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 Litman Gregory's market value can be influenced by many factors that don't directly affect Litman Gregory'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 Litman Gregory's value and its price as these two are different measures arrived at by different means. Investors typically determine if Litman Gregory is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Litman Gregory'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.