Select Sector (Mexico) Performance

XLU Etf  MXN 1,675  5.32  0.32%   
The entity has a beta of -0.32, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Select Sector are expected to decrease at a much lower rate. During the bear market, Select Sector is likely to outperform the market.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in The Select Sector are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Select Sector showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Fifty Two Week Low972.50
Fifty Two Week High1,190.00
  

Select Sector Relative Risk vs. Return Landscape

If you would invest  147,170  in The Select Sector on August 28, 2024 and sell it today you would earn a total of  20,306  from holding The Select Sector or generate 13.8% return on investment over 90 days. The Select Sector is generating 0.2354% of daily returns assuming 2.1815% volatility of returns over the 90 days investment horizon. Simply put, 19% of all etfs have less volatile historical return distribution than Select Sector, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Select Sector is expected to generate 2.8 times more return on investment than the market. However, the company is 2.8 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.18 per unit of risk.

Select Sector Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Select Sector's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as The Select Sector, and traders can use it to determine the average amount a Select Sector'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 = 0.1079

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Estimated Market Risk

 2.18
  actual daily
19
81% of assets are more volatile

Expected Return

 0.24
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Select Sector 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 Select Sector by adding it to a well-diversified portfolio.

Select Sector Fundamentals Growth

Select Etf prices reflect investors' perceptions of the future prospects and financial health of Select Sector, and Select Sector 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 Select Etf performance.

About Select Sector Performance

Evaluating Select Sector's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Select Sector 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 Select Sector 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.
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Utilities Select Sector Index. Utilities Select is traded on Mexico Stock Exchange in Mexico.
The fund keeps 99.92% of its net assets in stocks

Other Information on Investing in Select Etf

Select Sector financial ratios help investors to determine whether Select 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 Select with respect to the benefits of owning Select Sector security.