The fund shows a Beta (market volatility) of 1.36, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Financials Ultrasector will likely underperform. By reviewing Financials Ultrasector technical indicators, you can presently evaluate if the expected return of 0.31% will be sustainable into the future.
23 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Financials Ultrasector Profund are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Financials Ultrasector showed solid returns over the last few months and may actually be approaching a breakup point....more
|Expense Ratio Date
|30th of November 2022
Financials Ultrasector Relative Risk vs. Return LandscapeIf you would invest 2,733 in Financials Ultrasector Profund on November 27, 2023 and sell it today you would earn a total of 576.00 from holding Financials Ultrasector Profund or generate 21.08% return on investment over 90 days. Financials Ultrasector Profund is currently producing 0.314% returns and takes up 1.0187% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Financials, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Assuming the 90 days horizon Financials Ultrasector is expected to generate 1.58 times more return on investment than the market. However, the company is 1.58 times more volatile than its market benchmark. It trades about 0.31 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.25 per unit of risk.
Financials Ultrasector Current Valuation
Financials Ultrasector Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Financials Ultrasector's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Financials Ultrasector Profund, and traders can use it to determine the average amount a Financials Ultrasector'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.
Financials Ultrasector Fundamentals Growth
Financials Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Financials Ultrasector, and Financials Ultrasector 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 Financials Mutual Fund performance.
About Financials Ultrasector Performance
Things to note about Financials Ultrasector performance evaluationChecking the ongoing alerts about Financials Ultrasector for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Financials Ultrasector help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions. Evaluating Financials Ultrasector's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Financials Ultrasector's mutual fund performance include:
- Analyzing Financials Ultrasector'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 Financials Ultrasector's stock is overvalued or undervalued compared to its peers.
- Examining Financials Ultrasector'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 Financials Ultrasector's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Financials Ultrasector's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Financials Ultrasector's mutual fund. These opinions can provide insight into Financials Ultrasector's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Financials Ultrasector Profund. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Complementary Tools for Financials Mutual Fund analysis
When running Financials Ultrasector's price analysis, check to measure Financials Ultrasector'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 Financials Ultrasector is operating at the current time. Most of Financials Ultrasector's value examination focuses on studying past and present price action to predict the probability of Financials Ultrasector's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Financials Ultrasector's price. Additionally, you may evaluate how the addition of Financials Ultrasector to your portfolios can decrease your overall portfolio volatility.
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