Listed Funds Trust Etf Performance
| DIVZ Etf | USD 29.38 0.09 0.31% |
The etf secures a Beta (Market Risk) of 0.87, which conveys possible diversification benefits within a given portfolio. Listed Funds returns are very sensitive to returns on the market. As the market goes up or down, Listed Funds is expected to follow.
Risk-Adjusted Performance
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Listed Funds Trust are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unfluctuating basic indicators, Listed Funds may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
1 | This Week in ETFs Just 5 New Funds in Quiet Week - Yahoo Finance | 02/09/2024 |
2 | TrueShares Low Volatility Equity Income ETF Trading Down 0.2 percent - Defense World | 03/22/2024 |
| In Threey Sharp Ratio | 0.30 |
Listed |
Listed Funds Relative Risk vs. Return Landscape
If you would invest 2,764 in Listed Funds Trust on January 26, 2024 and sell it today you would earn a total of 174.00 from holding Listed Funds Trust or generate 6.3% return on investment over 90 days. Listed Funds Trust is currently generating 0.1004% in daily expected returns and assumes 0.6179% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Listed, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Listed Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Listed Funds' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Listed Funds Trust, and traders can use it to determine the average amount a Listed Funds' 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 = 0.1625
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| Cash | DIVZ | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Listed Funds is performing at about 12% 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 Listed Funds by adding it to a well-diversified portfolio.
Listed Funds Fundamentals Growth
Listed Etf prices reflect investors' perceptions of the future prospects and financial health of Listed Funds, and Listed Funds 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 Listed Etf performance.
| Total Asset | 59.52 M | |||
About Listed Funds Performance
To evaluate Listed Funds Trust Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Listed Funds 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 Listed Etf'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 Listed Funds Trust market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Listed'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.The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Trueshares Low is traded on NYSEARCA Exchange in the United States.| The fund retains 95.69% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Listed Funds Trust. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
The market value of Listed Funds Trust is measured differently than its book value, which is the value of Listed that is recorded on the company's balance sheet. Investors also form their own opinion of Listed Funds' value that differs from its market value or its book value, called intrinsic value, which is Listed Funds' 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 Listed Funds' market value can be influenced by many factors that don't directly affect Listed Funds' 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 Listed Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine if Listed Funds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Listed Funds' 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.