Consumer Staples Select Etf Performance

XLP Etf  USD 76.26  0.79  1.05%   
The etf shows a Beta (market volatility) of -0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Consumer Staples are expected to decrease at a much lower rate. During the bear market, Consumer Staples is likely to outperform the market.

Risk-Adjusted Performance

13 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Consumer Staples Select are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Even with relatively unsteady essential indicators, Consumer Staples may actually be approaching a critical reversion point that can send shares even higher in April 2024. ...more
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In Threey Sharp Ratio0.43
  

Consumer Staples Relative Risk vs. Return Landscape

If you would invest  7,150  in Consumer Staples Select on December 29, 2023 and sell it today you would earn a total of  476.00  from holding Consumer Staples Select or generate 6.66% return on investment over 90 days. Consumer Staples Select is generating 0.1075% of daily returns assuming volatility of 0.6055% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than Consumer, and above 98% of all equities are expected to generate higher returns over the next 90 days.
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Considering the 90-day investment horizon Consumer Staples is expected to generate 1.23 times less return on investment than the market. In addition to that, the company is 1.06 times more volatile than its market benchmark. It trades about 0.18 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Consumer Staples Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Consumer Staples' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Consumer Staples Select, and traders can use it to determine the average amount a Consumer Staples' 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 = 0.1776

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Estimated Market Risk

 0.61
  actual daily
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95% of assets are more volatile

Expected Return

 0.11
  actual daily
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98% of assets have higher returns

Risk-Adjusted Return

 0.18
  actual daily
13
87% of assets perform better
Based on monthly moving average Consumer Staples is performing at about 13% 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 Consumer Staples by adding it to a well-diversified portfolio.

Consumer Staples Fundamentals Growth

Consumer Etf prices reflect investors' perceptions of the future prospects and financial health of Consumer Staples, and Consumer Staples 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 Consumer Etf performance.

About Consumer Staples Performance

To evaluate Consumer Staples Select 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 Consumer Staples 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 Consumer 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 Consumer Staples Select market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Consumer'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.
In seeking to track the performance of the index, the fund employs a replication strategy. SP 500 is traded on NYSEARCA Exchange in the United States.
Latest headline from news.google.com: CONSUMER STAPLES SELECT SECTOR SPDR FUND Trade Ideas HAMSD7I TradingView - TradingView
The fund keeps 99.89% of its net assets in stocks
When determining whether Consumer Staples Select is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Consumer Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Consumer Staples Select Etf. Highlighted below are key reports to facilitate an investment decision about Consumer Staples Select Etf:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Consumer Staples Select. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.

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When running Consumer Staples' price analysis, check to measure Consumer Staples' 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 Consumer Staples is operating at the current time. Most of Consumer Staples' value examination focuses on studying past and present price action to predict the probability of Consumer Staples' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Consumer Staples' price. Additionally, you may evaluate how the addition of Consumer Staples to your portfolios can decrease your overall portfolio volatility.
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The market value of Consumer Staples Select is measured differently than its book value, which is the value of Consumer that is recorded on the company's balance sheet. Investors also form their own opinion of Consumer Staples' value that differs from its market value or its book value, called intrinsic value, which is Consumer Staples' 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 Consumer Staples' market value can be influenced by many factors that don't directly affect Consumer Staples' 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 Consumer Staples' value and its price as these two are different measures arrived at by different means. Investors typically determine if Consumer Staples is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Consumer Staples' 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.