Avantis Core Fixed Etf Performance
| AVIG Etf | USD 41.34 0.08 0.19% |
The etf shows a Beta (market volatility) of 0.063, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Avantis Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Avantis Core is expected to be smaller as well.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Avantis Core Fixed are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable forward indicators, Avantis Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | Avantis Core Fixed Income ETF declares monthly distribution of 0.1701 | 05/05/2025 |
2 | Avantis Core Fixed Income ETF declares monthly distribution of 0.1515 | 06/02/2025 |
3 | The Steady Hand in Stormy Markets Why AVIG is a Fixed-Income Anchor for Investors - AInvest | 07/02/2025 |
| In Threey Sharp Ratio | -0.18 |
Avantis Core Relative Risk vs. Return Landscape
If you would invest 4,049 in Avantis Core Fixed on April 6, 2025 and sell it today you would earn a total of 85.00 from holding Avantis Core Fixed or generate 2.1% return on investment over 90 days. Avantis Core Fixed is currently generating 0.0341% in daily expected returns and assumes 0.3425% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% of etfs are less volatile than Avantis, 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 |
Avantis Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Avantis Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Avantis Core Fixed, and traders can use it to determine the average amount a Avantis Core'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 = 0.0995
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AVIG |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Avantis Core 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 Avantis Core by adding it to a well-diversified portfolio.
Avantis Core Fundamentals Growth
Avantis Etf prices reflect investors' perceptions of the future prospects and financial health of Avantis Core, and Avantis Core 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 Avantis Etf performance.
| Total Asset | 243.03 M | |||
About Avantis Core Performance
By analyzing Avantis Core's fundamental ratios, stakeholders can gain valuable insights into Avantis Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Avantis Core 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 Avantis Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund invests primarily in investment grade quality debt obligations from a diverse group of U.S. and non-U.S. issuers. Avantis Core is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: The Steady Hand in Stormy Markets Why AVIG is a Fixed-Income Anchor for Investors - AInvest | |
| The fund holds about 9.62% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Avantis Core Fixed. 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 Avantis Core Fixed is measured differently than its book value, which is the value of Avantis that is recorded on the company's balance sheet. Investors also form their own opinion of Avantis Core's value that differs from its market value or its book value, called intrinsic value, which is Avantis Core'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 Avantis Core's market value can be influenced by many factors that don't directly affect Avantis Core'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 Avantis Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if Avantis Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Core'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.