Strats Sm Trust Stock Performance
| GJO Stock | USD 25.43 0.33 1.31% |
Strats SM has a performance score of 3 on a scale of 0 to 100. The entity has a beta of -0.46, which indicates possible diversification benefits within a given portfolio. 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 right now has a risk of 1.02%. Please validate Strats SM value at risk, as well as the relationship between the skewness and day median price , to decide if Strats SM will be following its existing price patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Strats SM Trust are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy forward-looking indicators, Strats SM is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 1.31 | Year To Date Return 1.27 | Ten Year Return 33.84 | All Time Return 5.74 |
Forward Dividend Yield 0.032 | Dividend Date 2024-04-15 |
| Strats SM dividend paid on 15th of February 2024 | 02/15/2024 |
1 | Objective longshort Report - Stock Traders Daily.com | 03/08/2024 |
| Strats SM dividend paid on 15th of March 2024 | 03/15/2024 |
| Strats SM dividend paid on 15th of April 2024 | 04/15/2024 |
| Dividend Yield | 0.032 |
Strats |
Strats SM Relative Risk vs. Return Landscape
If you would invest 2,481 in Strats SM Trust on January 23, 2024 and sell it today you would earn a total of 62.00 from holding Strats SM Trust or generate 2.5% return on investment over 90 days. Strats SM Trust is generating 0.0443% of daily returns assuming volatility of 1.0188% on return distribution over 90 days investment horizon. In other words, 9% 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 = 0.0435
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GJO |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Strats SM is performing at about 3% 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
To evaluate Strats SM Trust Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Strats SM generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Strats Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Strats SM Trust market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Strats's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 15th of April 2024 Strats SM paid $ 0.1269 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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Strats SM Trust. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Complementary 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.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Global Correlations Find global opportunities by holding instruments from different markets |
Is Strats SM's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Strats SM. If investors know Strats will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Strats SM listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Strats SM Trust is measured differently than its book value, which is the value of Strats that is recorded on the company's balance sheet. Investors also form their own opinion of Strats SM's value that differs from its market value or its book value, called intrinsic value, which is Strats SM'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 Strats SM's market value can be influenced by many factors that don't directly affect Strats SM'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 Strats SM's value and its price as these two are different measures arrived at by different means. Investors typically determine if Strats SM is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Strats SM'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.