Series Portfolios Trust Etf Performance
| SCAP Etf | USD 35.66 0.00 0.00% |
The entity has a beta of 0.57, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Series Portfolios' returns are expected to increase less than the market. However, during the bear market, the loss of holding Series Portfolios is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Series Portfolios Trust are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, Series Portfolios is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Technical Data - Stock Traders Daily | 11/18/2024 |
2 | Infrastructure Capital Announces a Quarterly Dividend Increase - Yahoo Finance | 12/26/2024 |
3 | Virtus Infrastructure Capital ETFs Declare Monthly Distributions - Yahoo Finance | 01/17/2025 |
Series |
Series Portfolios Relative Risk vs. Return Landscape
If you would invest 3,420 in Series Portfolios Trust on November 3, 2024 and sell it today you would earn a total of 146.30 from holding Series Portfolios Trust or generate 4.28% return on investment over 90 days. Series Portfolios Trust is currently generating 0.0774% in daily expected returns and assumes 1.2419% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of etfs are less volatile than Series, 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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Series Portfolios Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Series Portfolios' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Series Portfolios Trust, and traders can use it to determine the average amount a Series Portfolios' 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 = 0.0623
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Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Series Portfolios is performing at about 4% of its full potential. 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 Series Portfolios by adding it to a well-diversified portfolio.
Series Portfolios Fundamentals Growth
Series Etf prices reflect investors' perceptions of the future prospects and financial health of Series Portfolios, and Series Portfolios 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 Series Etf performance.
| Price To Earning | 23.47 X | |||
| Price To Book | 2.24 X | |||
| Price To Sales | 1.10 X | |||
| Total Asset | 3.59 M | |||
About Series Portfolios Performance
Assessing Series Portfolios' fundamental ratios provides investors with valuable insights into Series Portfolios' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Series Portfolios 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.
The investment seeks to provide total return through long-term capital appreciation and current income. AdvisorShares Cornerstone is traded on PCX Exchange in the United States.| Latest headline from news.google.com: Virtus Infrastructure Capital ETFs Declare Monthly Distributions - Yahoo Finance | |
| The fund created three year return of -5.0% | |
| Series Portfolios Trust maintains 98.16% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Series Portfolios 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 nation. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
The market value of Series Portfolios Trust is measured differently than its book value, which is the value of Series that is recorded on the company's balance sheet. Investors also form their own opinion of Series Portfolios' value that differs from its market value or its book value, called intrinsic value, which is Series Portfolios' 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 Series Portfolios' market value can be influenced by many factors that don't directly affect Series Portfolios' 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 Series Portfolios' value and its price as these two are different measures arrived at by different means. Investors typically determine if Series Portfolios is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Series Portfolios' 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.