Strats Sm Trust Stock Performance
| GJT Stock | USD 22.92 0.10 0.44% |
STRATS SM has a performance score of 4 on a scale of 0 to 100. The entity has a beta of -0.0376, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning STRATS SM are expected to decrease at a much lower rate. During the bear market, STRATS SM is likely to outperform the market. STRATS SM Trust presently has a risk of 0.61%. Please validate STRATS SM value at risk, as well as the relationship between the skewness and day typical price , to decide if STRATS SM will be following its existing price patterns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in STRATS SM Trust are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable forward-looking indicators, STRATS SM is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return 0.43 | Five Day Return 0.17 | Year To Date Return 3.2 | Ten Year Return 30.9 | All Time Return (7.02) |
Forward Dividend Yield 0.0388 | Dividend Date 2024-12-02 |
| STRATS SM dividend paid on 3rd of September 2024 | 09/03/2024 |
| STRATS SM dividend paid on 1st of October 2024 | 10/01/2024 |
| STRATS SM dividend paid on 1st of November 2024 | 11/01/2024 |
| Dividend Yield | 0.0388 |
STRATS |
STRATS SM Relative Risk vs. Return Landscape
If you would invest 2,248 in STRATS SM Trust on August 31, 2024 and sell it today you would earn a total of 44.00 from holding STRATS SM Trust or generate 1.96% return on investment over 90 days. STRATS SM Trust is generating 0.0336% of daily returns assuming volatility of 0.6127% on return distribution over 90 days investment horizon. In other words, 5% of stocks are less volatile than STRATS, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
STRATS SM Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for STRATS SM's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as STRATS SM Trust, and traders can use it to determine the average amount a STRATS SM'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 = 0.0549
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GJT |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average STRATS SM is performing at about 4% 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 STRATS SM by adding it to a well-diversified portfolio.
STRATS SM Fundamentals Growth
STRATS Stock prices reflect investors' perceptions of the future prospects and financial health of STRATS SM, and STRATS SM 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 STRATS Stock performance.
About STRATS SM Performance
Assessing STRATS SM's fundamental ratios provides investors with valuable insights into STRATS SM's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the STRATS SM is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
STRATS SM is entity of United States. It is traded as Stock on NYSE exchange.Things to note about STRATS SM Trust performance evaluation
Checking the ongoing alerts about STRATS SM for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for STRATS SM Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 1st of November 2024 STRATS SM paid $ 0.1128 per share dividend to its current shareholders |
- Analyzing STRATS SM's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether STRATS SM's stock is overvalued or undervalued compared to its peers.
- Examining STRATS SM's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating STRATS SM's management team can have a significant impact on its success or failure. Reviewing the track record and experience of STRATS SM's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of STRATS SM's stock. These opinions can provide insight into STRATS SM's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for STRATS Stock Analysis
When running STRATS SM's price analysis, check to measure STRATS SM's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy STRATS SM is operating at the current time. Most of STRATS SM's value examination focuses on studying past and present price action to predict the probability of STRATS SM's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move STRATS SM's price. Additionally, you may evaluate how the addition of STRATS SM to your portfolios can decrease your overall portfolio volatility.