Us Treasury 5 Etf Performance
| UFIV Etf | 48.79 0.04 0.08% |
The entity owns a Beta (Systematic Risk) of -0.0532, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning US Treasury are expected to decrease at a much lower rate. During the bear market, US Treasury is likely to outperform the market.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in US Treasury 5 are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable forward indicators, US Treasury is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
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US Treasury Relative Risk vs. Return Landscape
If you would invest 4,806 in US Treasury 5 on March 23, 2025 and sell it today you would earn a total of 73.00 from holding US Treasury 5 or generate 1.52% return on investment over 90 days. US Treasury 5 is currently generating 0.0244% in daily expected returns and assumes 0.2969% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than UFIV, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
US Treasury Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for US Treasury's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as US Treasury 5, and traders can use it to determine the average amount a US Treasury'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 = 0.0821
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UFIV |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average US Treasury is performing at about 6% 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 US Treasury by adding it to a well-diversified portfolio.
About US Treasury Performance
Evaluating US Treasury's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if US Treasury has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if US Treasury has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
US Treasury is entity of United States. It is traded as Etf on NASDAQ exchange.| Latest headline from news.google.com: Long Term Trading Analysis for - news.stocktradersdaily.com |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in US Treasury 5. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of US Treasury 5 is measured differently than its book value, which is the value of UFIV that is recorded on the company's balance sheet. Investors also form their own opinion of US Treasury's value that differs from its market value or its book value, called intrinsic value, which is US Treasury'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 US Treasury's market value can be influenced by many factors that don't directly affect US Treasury'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 US Treasury's value and its price as these two are different measures arrived at by different means. Investors typically determine if US Treasury is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, US Treasury'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.