SP 500 Etf Performance

XLU
 Etf
  

USD 76.72  1.23  1.63%   

The entity owns a Beta (Systematic Risk) of 0.6528, which indicates possible diversification benefits within a given portfolio. Let's try to break down what SP 500's beta means in this case. As returns on the market increase, SP 500 returns are expected to increase less than the market. However, during the bear market, the loss on holding SP 500 will be expected to be smaller as well. Although it is important to respect SP 500 Utilities existing price patterns, it is better to be realistic regarding the information on the equity's price patterns. The approach towards measuring future performance of any etf is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing SP 500 Utilities technical indicators, you can at this time evaluate if the expected return of 0.13% will be sustainable into the future.
  
SP 500 Performance
7 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in SP 500 Utilities are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively inconsistent essential indicators, SP 500 may actually be approaching a critical reversion point that can send shares even higher in September 2022. ...more

SP 500 Price Channel

Fifty Two Week Low63.37
Fifty Two Week High77.23
Trailing Annual Dividend Yield2.62%

SP 500 Relative Risk vs. Return Landscape

If you would invest  7,109  in SP 500 Utilities on May 16, 2022 and sell it today you would earn a total of  563.00  from holding SP 500 Utilities or generate 7.92% return on investment over 90 days. SP 500 Utilities is generating 0.1283% of daily returns assuming volatility of 1.3579% on return distribution over 90 days investment horizon. In other words, 11% of etfs are less volatile than SP 500, and above 98% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon SP 500 is expected to generate 1.09 times more return on investment than the market. However, the company is 1.09 times more volatile than its market benchmark. It trades about 0.09 of its potential returns per unit of risk. The DOW is currently generating roughly 0.06 per unit of risk.

SP 500 Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for SP 500's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SP 500 Utilities, and traders can use it to determine the average amount a SP 500'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 = 0.0945

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Estimated Market Risk
 1.36
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 0.13
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.09
  actual daily
 
 7 %
of total potential
 
77
Based on monthly moving average SP 500 is performing at about 7% 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 SP 500 by adding it to a well-diversified portfolio.

About SP 500 Performance

To evaluate SP 500 Utilities 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 SP 500 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 SP 500 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 SP 500 Utilities stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents SP 500'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.

Things to note about SP 500 Utilities

Checking the ongoing alerts about SP 500 for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for SP 500 Utilities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

SP 500 Alerts

Equity Alerts and Improvement Suggestions

SP 500 Utilities is unlikely to experience financial distress in the next 2 years
On 24th of June 2022 SP 500 paid $ 0.5154 per share dividend to its current shareholders
The fund keeps 99.77% of its net assets in stocks
Check out Your Current Watchlist. Note that the SP 500 Utilities information on this page should be used as a complementary analysis to other SP 500's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

Complementary Tools for SP 500 Etf analysis

When running SP 500 Utilities price analysis, check to measure SP 500'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 SP 500 is operating at the current time. Most of SP 500's value examination focuses on studying past and present price action to predict the probability of SP 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SP 500's price. Additionally, you may evaluate how the addition of SP 500 to your portfolios can decrease your overall portfolio volatility.
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The market value of SP 500 Utilities is measured differently than its book value, which is the value of SP 500 that is recorded on the company's balance sheet. Investors also form their own opinion of SP 500's value that differs from its market value or its book value, called intrinsic value, which is SP 500'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 SP 500's market value can be influenced by many factors that don't directly affect SP 500'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 SP 500's value and its price as these two are different measures arrived at by different means. Investors typically determine SP 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SP 500'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.