T Rowe Price Etf Performance
| TBUX Etf | USD 49.76 0.14 0.28% |
The entity has a beta of 0.0281, which indicates not very significant fluctuations relative to the market. As returns on the market increase, T Rowe's returns are expected to increase less than the market. However, during the bear market, the loss of holding T Rowe is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in T Rowe Price are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, T Rowe is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.18 |
TBUX |
T Rowe Relative Risk vs. Return Landscape
If you would invest 4,927 in T Rowe Price on August 30, 2024 and sell it today you would earn a total of 49.00 from holding T Rowe Price or generate 0.99% return on investment over 90 days. T Rowe Price is currently generating 0.0155% in daily expected returns and assumes 0.1221% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than TBUX, 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 |
T Rowe Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for T Rowe's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as T Rowe Price, and traders can use it to determine the average amount a T Rowe'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 = 0.1273
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TBUX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average T Rowe is performing at about 10% 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 T Rowe by adding it to a well-diversified portfolio.
T Rowe Fundamentals Growth
TBUX Etf prices reflect investors' perceptions of the future prospects and financial health of T Rowe, and T Rowe 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 TBUX Etf performance.
| Total Asset | 56.97 M | |||
About T Rowe Performance
Evaluating T Rowe's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if T Rowe 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 T Rowe has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal conditions, the fund will invest at least 80 percent of its net assets in bonds. T Rowe is traded on NYSEARCA Exchange in the United States.| The fund maintains about 24.96% of its assets in bonds |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in T Rowe Price. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
The market value of T Rowe Price is measured differently than its book value, which is the value of TBUX that is recorded on the company's balance sheet. Investors also form their own opinion of T Rowe's value that differs from its market value or its book value, called intrinsic value, which is T Rowe'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 T Rowe's market value can be influenced by many factors that don't directly affect T Rowe'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 T Rowe's value and its price as these two are different measures arrived at by different means. Investors typically determine if T Rowe is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, T Rowe'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.