Spdr Portfolio Sp Etf Performance
| SPSM Etf | USD 48.61 0.77 1.61% |
The entity has a beta of 1.5, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, SPDR Portfolio will likely underperform.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Portfolio SP are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady basic indicators, SPDR Portfolio may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
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3 | 1 No-Brainer Small-Cap SP Index Fund to Buy Right Now for Less Than 200 | 11/21/2024 |
| In Threey Sharp Ratio | 0.01 |
SPDR |
SPDR Portfolio Relative Risk vs. Return Landscape
If you would invest 4,481 in SPDR Portfolio SP on August 27, 2024 and sell it today you would earn a total of 380.00 from holding SPDR Portfolio SP or generate 8.48% return on investment over 90 days. SPDR Portfolio SP is currently generating 0.1352% in daily expected returns and assumes 1.2813% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of etfs are less volatile than SPDR, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
SPDR Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR Portfolio SP, and traders can use it to determine the average amount a SPDR Portfolio'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 = 0.1055
| Best Portfolio | Best Equity | |||
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| Cash | SPSM | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average SPDR Portfolio is performing at about 8% 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 SPDR Portfolio by adding it to a well-diversified portfolio.
SPDR Portfolio Fundamentals Growth
SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR Portfolio, and SPDR Portfolio 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 SPDR Etf performance.
| Total Asset | 4.49 B | |||
About SPDR Portfolio Performance
By examining SPDR Portfolio's fundamental ratios, stakeholders can obtain critical insights into SPDR Portfolio'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 SPDR Portfolio 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.
Under normal market conditions, the fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index. SPDR Small is traded on NYSEARCA Exchange in the United States.| Latest headline from fool.com: 1 No-Brainer Small-Cap SP Index Fund to Buy Right Now for Less Than 200 | |
| The fund maintains 99.85% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR Portfolio SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
The market value of SPDR Portfolio SP is measured differently than its book value, which is the value of SPDR that is recorded on the company's balance sheet. Investors also form their own opinion of SPDR Portfolio's value that differs from its market value or its book value, called intrinsic value, which is SPDR Portfolio'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 SPDR Portfolio's market value can be influenced by many factors that don't directly affect SPDR Portfolio'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 SPDR Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR Portfolio'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.