Fundvantage Trust Etf Performance
| PCLG Etf | 24.46 0.33 1.33% |
The etf shows a Beta (market volatility) of 0.14, which means not very significant fluctuations relative to the market. As returns on the market increase, FundVantage Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding FundVantage Trust is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days FundVantage Trust has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable essential indicators, FundVantage Trust is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | Form N-CSRS FundVantage Trust For Oct 31 - StreetInsider | 01/08/2026 |
FundVantage | Build AI portfolio with FundVantage Etf |
FundVantage Trust Relative Risk vs. Return Landscape
If you would invest 2,517 in FundVantage Trust on October 18, 2025 and sell it today you would lose (71.00) from holding FundVantage Trust or give up 2.82% of portfolio value over 90 days. FundVantage Trust is currently does not generate positive expected returns and assumes 0.9039% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of etfs are less volatile than FundVantage, 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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FundVantage Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for FundVantage Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as FundVantage Trust, and traders can use it to determine the average amount a FundVantage Trust'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 = -0.0474
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| Negative Returns | PCLG |
Based on monthly moving average FundVantage Trust 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 FundVantage Trust by adding FundVantage Trust to a well-diversified portfolio.
About FundVantage Trust Performance
By analyzing FundVantage Trust's fundamental ratios, stakeholders can gain valuable insights into FundVantage Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if FundVantage Trust 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 FundVantage Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
FundVantage Trust is entity of United States. It is traded as Etf on NYSE ARCA exchange.| FundVantage Trust generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Form N-CSRS FundVantage Trust For Oct 31 - StreetInsider |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in FundVantage 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 industry. For more detail on how to invest in FundVantage Etf please use our How to Invest in FundVantage Trust guide.You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of FundVantage Trust is measured differently than its book value, which is the value of FundVantage that is recorded on the company's balance sheet. Investors also form their own opinion of FundVantage Trust's value that differs from its market value or its book value, called intrinsic value, which is FundVantage Trust'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 FundVantage Trust's market value can be influenced by many factors that don't directly affect FundVantage Trust'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 FundVantage Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if FundVantage Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FundVantage Trust'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.