SPDR Dow (Switzerland) Performance
| GBRE Etf | CHF 30.71 0.25 0.82% |
The entity has a beta of 0.18, which indicates not very significant fluctuations relative to the market. As returns on the market increase, SPDR Dow's returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR Dow is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days SPDR Dow Jones has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, SPDR Dow is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
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SPDR Dow Relative Risk vs. Return Landscape
If you would invest 3,115 in SPDR Dow Jones on September 14, 2024 and sell it today you would lose (44.00) from holding SPDR Dow Jones or give up 1.41% of portfolio value over 90 days. SPDR Dow Jones is generating negative expected returns and assumes 0.7176% volatility on return distribution over the 90 days horizon. Simply put, 6% of etfs are less volatile than SPDR, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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SPDR Dow Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR Dow's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR Dow Jones, and traders can use it to determine the average amount a SPDR Dow'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 = -0.0274
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| Negative Returns | GBRE |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SPDR Dow is not performing at its full potential. However, 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 SPDR Dow by adding SPDR Dow to a well-diversified portfolio.
SPDR Dow Fundamentals Growth
SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR Dow, and SPDR Dow 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 SPDR Etf performance.
| Price To Earning | 23.05 X | |||
| Price To Book | 1.67 X | |||
| Price To Sales | 6.26 X | |||
About SPDR Dow Performance
Evaluating SPDR Dow's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SPDR Dow 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 SPDR Dow 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.
| SPDR Dow Jones generated a negative expected return over the last 90 days | |
| The fund retains 99.39% of its assets under management (AUM) in equities |
Additional Information and Resources on Investing in SPDR Etf
When determining whether SPDR Dow Jones offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SPDR Dow's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Spdr Dow Jones Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Spdr Dow Jones Etf:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in SPDR Dow Jones. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.