Purpose Real Estate Etf Performance
| PHR Etf | CAD 19.34 0.11 0.57% |
The etf holds a Beta of 0.17, which implies not very significant fluctuations relative to the market. As returns on the market increase, Purpose Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Purpose Real is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Purpose Real Estate has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, Purpose Real is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Capricorn Fund Loads Up on Phreesia With a 484,000 Share Purchase - AOL.com | 10/28/2025 |
2 | Rising Earnings Optimism Could Be A Game Changer For Phreesia - simplywall.st | 12/04/2025 |
3 | Phreesia Reassessing Valuation After Back-to-Back Profits and Upgraded 20262027 Outlook - simplywall.st | 12/17/2025 |
Purpose |
Purpose Real Relative Risk vs. Return Landscape
If you would invest 1,966 in Purpose Real Estate on September 27, 2025 and sell it today you would lose (32.00) from holding Purpose Real Estate or give up 1.63% of portfolio value over 90 days. Purpose Real Estate is producing return of less than zero assuming 0.6197% volatility of returns over the 90 days investment horizon. Simply put, 5% of all etfs have less volatile historical return distribution than Purpose Real, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Purpose Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Purpose Real's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Purpose Real Estate, and traders can use it to determine the average amount a Purpose Real'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 = -0.039
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PHR |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Purpose Real 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 Purpose Real by adding Purpose Real to a well-diversified portfolio.
Purpose Real Fundamentals Growth
Purpose Etf prices reflect investors' perceptions of the future prospects and financial health of Purpose Real, and Purpose Real 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 Purpose Etf performance.
| Price To Earning | 18.13 X | |||
| Price To Book | 1.15 X | |||
| Price To Sales | 3.86 X | |||
| Total Asset | 70.93 M | |||
About Purpose Real Performance
By examining Purpose Real's fundamental ratios, stakeholders can obtain critical insights into Purpose Real'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 Purpose Real 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 Purpose Duration Hedged Real Estate Fund seeks to provide shareholders with long-term capital appreciation by investing in a portfolio of real estate focused equity securities listed on major North American exchanges and reduce the risk of rising interest rates associated with real estate equity securities by tactically hedging the duration of the portfolio. PURPOSE DURATION is traded on Toronto Stock Exchange in Canada.| Purpose Real Estate generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Phreesia Reassessing Valuation After Back-to-Back Profits and Upgraded 20262027 Outlook - simplywall.st |
Other Information on Investing in Purpose Etf
Purpose Real financial ratios help investors to determine whether Purpose Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Purpose with respect to the benefits of owning Purpose Real security.