GUSH vs SPY comparison¶
GUSH vs SPY performance comment¶
Market Performance Metrics Overview¶
| Metric | GUSH | SPY |
|---|---|---|
| High | 34.56 | 488.77 |
| Low | 27.81 | 466.43 |
| Close | 29.70 | 485.39 |
| Start Price | 33.21 | 472.65 |
| Gain % | -10.57% | 2.70% |
| Max Drawdown % | -15.83% | -1.14% |
| Annualized Gain % | -160.74% | 40.99% |
| Annualized Volatility % | 40.93% | 10.06% |
| Sharpe Ratio | -4.37 | 4.49 |
The selected metrics provide a comprehensive overview of the performance of the two markets over the 60-day period, offering insights into both their potential gains and associated risks.
GUSH: Market Insights¶
- The market experienced a negative gain of -10.57% over the 60-day period, which suggests a decline in value during this timeframe.
- GUSH demonstrated a high annualized volatility of 40.93%, indicating significant fluctuation in prices. This could reflect increased market risk and uncertainty.
- The annualized gain of -160.74% suggests a substantial decrease in potential return over a one-year period, underlining the market’s poor performance and decreased profit potential.
- A max drawdown of -15.83% further emphasizes the market's risk, representing a significant loss from a previous high.
SPY: Market Insights¶
- The market showed a positive gain of 2.70% over the 60-day period, indicating an increase in value during this timeframe.
- SPY displayed a lower annualized volatility of 10.06% compared to GUSH, suggesting relatively less fluctuation in prices and potentially lower risk.
- With an annualized gain of 40.99%, SPY demonstrated stronger potential return over a one-year period, highlighting better performance compared to GUSH.
- The max drawdown of -1.14% signifies a comparatively lower loss from a previous high, indicating lower risk compared to GUSH.
Market Comparison¶
The comparison of the two markets reveals distinct differences in their performance and associated risks. While GUSH exhibited negative gains, high volatility, and significant drawdowns, SPY demonstrated positive gains, lower volatility, and smaller drawdowns. Investors seeking lower-risk opportunities may find SPY more attractive, while those comfortable with higher risk and potential reward may consider GUSH.
GUSH YTD Return (Daily)¶
Comment on YTD Total Returns Results of GUSH¶
GUSH Performance Analysis¶
The YTD Open for GUSH was 33.14, with a high of YTD High. The YTD Low was 27.81, closing at 29.70. This resulted in a YTD Gain of -10.57%, with an Annualized Gain of -160.74%. The YTD Annualized Volatility was 40.93%, with a Max Drawdown of -15.83%. The Sharpe Ratio for the year was -4.37. The Last Year Annualized Gain was 4.41%, with a Last Year Annualized Volatility of 56.67%. The Last Year Max Drawdown was -38.39%, with a Last Year Sharpe Ratio of 0.36. The Historical Annualized Volatility (excluding current year) was 107.04%, and the Historical Annualized Gain (excluding current year) was -10.31%. The Max Drawdown in the data (excluding current year) was -99.98%, while the Average Sharpe Ratio for all years (excluding last) was -0.10.
Market Trends Analysis¶
The current last close is 29.70. The last 5 days gain% was 3.30, with a MA 200 of 33.17, MA 50 of 32.05, and MA 5 of 28.94. The average annualized volatility was 40.13%, with the average annualized volatility a month ago at 51.18%. The data indicates a high volatility for the current year, with a significant max drawdown. The current last close is slightly below the MA 200, indicating a potential bearish trend. The MA 50 is also slightly higher than the current close, further supporting this observation. Volatility has decreased over the past month, possibly indicating a reduction in market fluctuations.
Current Market Condition¶
The current market condition suggests a bearish trend, with the average annualized volatility showing signs of decrease. The stock price is currently below the MA 200, indicating a potential bearish trend in the short term. This could be influenced by various market factors, including geopolitical events, economic indicators, and company-specific news. Investors are advised to closely monitor the market and consider their risk tolerance before making any investment decisions.
GUSH Annual Dividends¶
| Year | Annual Dividend | Dividend Yield |
|---|---|---|
| 2023 | $2.52 | 7.64% |
| 2022 | $0.69 | 0.44% |
| 2021 | $0.0 | nan% |
| 2020 | $0.08 | 0.2% |
| 2019 | $0.13 | 0.37% |
GUSH Montly Dividends¶
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.0 | 0.0 | $1.13 | 0.0 | 0.0 | $0.93 | 0.0 | 0.0 | $0.26 | 0.0 | 0.0 | $0.21 |
| 2022 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | $0.11 | 0.0 | 0.0 | $0.58 | 0.0 | 0.0 | 0.0 |
| 2020 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | $0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | $0.07 |
| 2019 | 0.0 | 0.0 | $0.03 | 0.0 | 0.0 | $0.01 | 0.0 | 0.0 | $0.01 | 0.0 | 0.0 | $0.07 |
| 2018 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | $0.01 | 0.0 | 0.0 | 0.0 |
| 2016 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | $3.31 |
Published: 2024-01-25
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