Aptus Defined Risk Etf Profile
| DRSK Etf | USD 27.72 0.07 0.25% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Aptus Defined is selling for 27.72 as of the 28th of November 2024. This is a 0.25 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 27.65. Aptus Defined has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Aptus Defined Risk 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 fund is an actively managed exchange-traded fund that seeks to achieve its objective through a hybrid fixed income and equity strategy. Aptus Defined is traded on BATS Exchange in the United States. More on Aptus Defined Risk
Moving together with Aptus Etf
| 0.68 | BSV | Vanguard Short Term | PairCorr |
| 0.75 | IGSB | iShares 1 5 | PairCorr |
| 0.62 | SPSB | SPDR Barclays Short | PairCorr |
| 0.7 | ISTB | iShares Core 1 | PairCorr |
| 0.73 | SLQD | iShares 0 5 | PairCorr |
| 0.61 | GVI | iShares Intermediate | PairCorr |
Moving against Aptus Etf
Aptus Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Risk ETFs, Asset Allocation ETFs, Short-Term Bond, Aptus Capital Advisors (View all Sectors) |
| Issuer | Aptus Capital Advisors |
| Inception Date | 2018-08-08 |
| Benchmark | Not Applicable |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 996.25 Million |
| Average Trading Valume | 194,812.4 |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Risk |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Aptus Capital Advisors, LLC |
| Custodian | U.S. Bancorp Fund Services, LLC |
| Distributor | The Trust and Quasar Distributors, LLC |
| Portfolio Manager | John D. Gardner, Beckham Wyrick |
| Transfer Agent | U.S. Bank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 23.0 |
| Market Maker | Wolverine Trading |
| Total Expense | 0.78 |
| Management Fee | 0.69 |
| Country Name | USA |
| Returns Y T D | 12.73 |
| Name | Aptus Defined Risk ETF |
| Currency Code | USD |
| Open Figi | BBG00LNDTGT1 |
| In Threey Volatility | 9.56 |
| 1y Volatility | 10.05 |
| 200 Day M A | 27.1733 |
| 50 Day M A | 28.0774 |
| Code | DRSK |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
Aptus Defined Risk [DRSK] is traded in USA and was established 2018-08-07. The fund is listed under Short-Term Bond category and is part of Aptus Capital Advisors family. The entity is thematically classified as Target Risk ETFs. Aptus Defined Risk currently have 801.03 M in assets under management (AUM). , while the total return for the last 3 years was 1.2%.
Check Aptus Defined Probability Of Bankruptcy
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 Aptus Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aptus 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 Aptus Defined Risk 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 Aptus Defined Risk Etf Constituents
| IBDV | iShares Trust | Etf | Target Maturity | |
| IBDU | iShares Trust | Etf | Target Maturity | |
| IBDT | iShares iBonds Dec | Etf | Target Maturity | |
| IBDS | iShares iBonds Dec | Etf | Target Maturity | |
| IBDR | iShares iBonds Dec | Etf | Target Maturity | |
| IBDQ | iShares iBonds Dec | Etf | Target Maturity | |
| IBDP | iShares iBonds Dec | Etf | Target Maturity | |
| IBDO | IShares | Etf | Target Maturity |
Aptus Defined Risk 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 Aptus Defined. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.2732 | |||
| Standard Deviation | 0.3803 | |||
| Variance | 0.1446 | |||
| Risk Adjusted Performance | (0.02) |
Aptus Defined Risk Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Aptus Defined Risk Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Aptus Defined price patterns.
Aptus Defined Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Aptus Defined Risk. 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Aptus Defined Risk is measured differently than its book value, which is the value of Aptus that is recorded on the company's balance sheet. Investors also form their own opinion of Aptus Defined's value that differs from its market value or its book value, called intrinsic value, which is Aptus Defined'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 Aptus Defined's market value can be influenced by many factors that don't directly affect Aptus Defined'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 Aptus Defined's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aptus Defined is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aptus Defined'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.