Industrial Select Sector Etf Performance
| XLI Etf | USD 142.65 1.96 1.39% |
The etf retains a Market Volatility (i.e., Beta) of 1.08, which attests to a somewhat significant risk relative to the market. Industrial Select returns are very sensitive to returns on the market. As the market goes up or down, Industrial Select is expected to follow.
Risk-Adjusted Performance
13 of 100
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Good
Compared to the overall equity markets, risk-adjusted returns on investments in Industrial Select Sector are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak essential indicators, Industrial Select may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
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| In Threey Sharp Ratio | 0.40 |
Industrial |
Industrial Select Relative Risk vs. Return Landscape
If you would invest 12,880 in Industrial Select Sector on August 27, 2024 and sell it today you would earn a total of 1,385 from holding Industrial Select Sector or generate 10.75% return on investment over 90 days. Industrial Select Sector is generating 0.164% of daily returns assuming volatility of 0.9366% on return distribution over 90 days investment horizon. In other words, 8% of etfs are less volatile than Industrial, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Industrial Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Industrial Select's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Industrial Select Sector, and traders can use it to determine the average amount a Industrial Select'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 = 0.1751
| Best Portfolio | Best Equity | |||
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| Small Returns | XLI | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Industrial Select is performing at about 13% 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 Industrial Select by adding it to a well-diversified portfolio.
Industrial Select Fundamentals Growth
Industrial Etf prices reflect investors' perceptions of the future prospects and financial health of Industrial Select, and Industrial Select 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 Industrial Etf performance.
| Price To Earning | 3.43 X | |||
| Price To Book | 3.89 X | |||
| Price To Sales | 1.64 X | |||
| Earnings Per Share | 9.15 X | |||
| Total Asset | 11.16 B | |||
About Industrial Select Performance
By evaluating Industrial Select's fundamental ratios, stakeholders can gain valuable insights into Industrial Select's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Industrial Select 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 Industrial Select 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 market conditions, the fund generally invests substantially all, but at least 95, of its total assets in the securities comprising the index. SP 500 is traded on NYSEARCA Exchange in the United States.| Latest headline from seekingalpha.com: Industrial stocks with possible upside under Trumps 2.0 | |
| The fund keeps 99.81% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Industrial Select Sector. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of Industrial Select Sector is measured differently than its book value, which is the value of Industrial that is recorded on the company's balance sheet. Investors also form their own opinion of Industrial Select's value that differs from its market value or its book value, called intrinsic value, which is Industrial Select'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 Industrial Select's market value can be influenced by many factors that don't directly affect Industrial Select'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 Industrial Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Industrial Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Industrial Select'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.