Yuanta Securities (Taiwan) Performance
| 00673R Etf | TWD 7.59 0.03 0.40% |
The entity maintains a market beta of -0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Yuanta Securities are expected to decrease at a much lower rate. During the bear market, Yuanta Securities is likely to outperform the market.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Yuanta Securities Investment are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Yuanta Securities is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Fifty Two Week Low | 12.21 | |
| Fifty Two Week High | 20.94 |
Yuanta |
Yuanta Securities Relative Risk vs. Return Landscape
If you would invest 752.00 in Yuanta Securities Investment on August 31, 2024 and sell it today you would earn a total of 7.00 from holding Yuanta Securities Investment or generate 0.93% return on investment over 90 days. Yuanta Securities Investment is generating 0.0354% of daily returns and assumes 2.0297% volatility on return distribution over the 90 days horizon. Simply put, 18% of etfs are less volatile than Yuanta, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Yuanta Securities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Yuanta Securities' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Yuanta Securities Investment, and traders can use it to determine the average amount a Yuanta Securities' 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 = 0.0174
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| Negative Returns | 00673R |
Estimated Market Risk
| 2.03 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Yuanta Securities is performing at about 1% 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 Yuanta Securities by adding it to a well-diversified portfolio.
Yuanta Securities Fundamentals Growth
Yuanta Etf prices reflect investors' perceptions of the future prospects and financial health of Yuanta Securities, and Yuanta Securities 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 Yuanta Etf performance.
| Total Asset | 798.82 M | |||
About Yuanta Securities Performance
By analyzing Yuanta Securities' fundamental ratios, stakeholders can gain valuable insights into Yuanta Securities' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Yuanta Securities 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 Yuanta Securities has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
YUANTA SECURITIES is traded on Taiwan Stock Exchange in Taiwan.| The fund holds all of the total net assets in various exotic instrument |
Other Information on Investing in Yuanta Etf
Yuanta Securities financial ratios help investors to determine whether Yuanta 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 Yuanta with respect to the benefits of owning Yuanta Securities security.