Adaptive Alpha Opportunities Etf Profile
| AGOX Etf | USD 29.41 0.12 0.41% |
Performance4 of 100
| Odds Of DistressLess than 9
|
Adaptive Alpha is trading at 29.41 as of the 28th of November 2024; that is 0.41 percent decrease since the beginning of the trading day. The etf's open price was 29.53. Adaptive Alpha has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Adaptive Alpha Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The funds portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. More on Adaptive Alpha Opportunities
Moving together with Adaptive Etf
| 0.88 | TDSC | Cabana Target Drawdown | PairCorr |
| 0.75 | YYY | Amplify High Income | PairCorr |
| 0.81 | GMOM | Cambria Global Momentum | PairCorr |
Moving against Adaptive Etf
Adaptive Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Outcome ETFs, Asset Allocation ETFs, Tactical Allocation, Adaptive ETF (View all Sectors) |
| Issuer | Adaptive Investments |
| Inception Date | 2012-09-20 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 331.27 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | The Nottingham Company |
| Advisor | The Nottingham Company |
| Custodian | Clear Street, LLC |
| Distributor | Capital Investment Group, Inc. |
| Portfolio Manager | Brian Shevland |
| Transfer Agent | Nottingham Shareholder Services LLC |
| Fiscal Year End | 31-May |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 254 |
| Market Maker | GTS |
| Total Expense | 1.54 |
| Management Fee | 1.0 |
| Country Name | USA |
| Returns Y T D | 21.34 |
| Name | Adaptive Alpha Opportunities ETF |
| Currency Code | USD |
| Open Figi | BBG010WX25M2 |
| In Threey Volatility | 16.08 |
| 1y Volatility | 12.56 |
| 200 Day M A | 27.2134 |
| 50 Day M A | 29.0148 |
| Code | AGOX |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.03 |
| Type | ETF |
Adaptive Alpha Opportunities [AGOX] is traded in USA and was established 2012-09-20. The fund is listed under Tactical Allocation category and is part of Adaptive ETF family. The entity is thematically classified as Target Outcome ETFs. Adaptive Alpha Oppor presently have 161.16 M in assets under management (AUM). , while the total return for the last 3 years was 5.7%.
Check Adaptive Alpha Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Adaptive Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Adaptive Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Adaptive Alpha Opportunities Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Adaptive Alpha Opportunities Etf Constituents
| DBA | Invesco DB Agriculture | Etf | Commodities Focused | |
| DBC | Invesco DB Commodity | Etf | Commodities Broad Basket | |
| EFA | iShares MSCI EAFE | Etf | Foreign Large Blend | |
| KCE | SPDR SP Capital | Etf | Financial | |
| RYT | Invesco | Etf | Technology | |
| SKYY | First Trust Cloud | Etf | Technology | |
| SMH | VanEck Semiconductor ETF | Etf | Technology | |
| XHB | SPDR SP Homebuilders | Etf | Consumer Cyclical |
Adaptive Alpha Oppor Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Adaptive Alpha. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0154 | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.16) | |||
| Sortino Ratio | (0.09) |
Adaptive Alpha Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Adaptive Alpha Opportunities. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of Adaptive Alpha Oppor is measured differently than its book value, which is the value of Adaptive that is recorded on the company's balance sheet. Investors also form their own opinion of Adaptive Alpha's value that differs from its market value or its book value, called intrinsic value, which is Adaptive Alpha'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 Adaptive Alpha's market value can be influenced by many factors that don't directly affect Adaptive Alpha'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 Adaptive Alpha's value and its price as these two are different measures arrived at by different means. Investors typically determine if Adaptive Alpha is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Adaptive Alpha'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.