Ipath Series B Etf Profile
| VXZ Etf | USD 48.74 0.47 0.96% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IPath Series is trading at 48.74 as of the 25th of November 2024; that is 0.96% down since the beginning of the trading day. The etf's open price was 49.21. IPath Series has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iPath Series B are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The investment seeks to provide investors with exposure to the SP 500 VIX Mid-Term Futures Index Total Return. iPath SP is traded on Archipelago Exchange in USA. More on iPath Series B
Moving together with IPath Etf
| 0.89 | VXX | iPath Series B | PairCorr |
| 0.89 | VIXY | ProShares VIX Short | PairCorr |
| 1.0 | VIXM | ProShares VIX Mid Potential Growth | PairCorr |
Moving against IPath Etf
IPath Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Absolute Returns ETFs, Volatility ETFs, Trading--Miscellaneous, Milleis Investissements Funds (View all Sectors) |
| Issuer | Barclays Capital |
| Inception Date | 2018-01-17 |
| Benchmark | S&P 500 VIX Short-Term Futures Index |
| Entity Type | Exchange-Traded Note |
| Asset Under Management | 32.52 Million |
| Asset Type | Multi Asset |
| Category | Absolute Returns |
| Focus | Volatility |
| Market Concentration | Developed Markets |
| Region | North America |
| Fiscal Year End | 31-Dec |
| Exchange | Cboe BZX Exchange, Inc. |
| Market Maker | Virtu Financial |
| Country Name | USA |
| Returns Y T D | (15.85) |
| Name | iPath Series B SP 500 VIX Mid-Term Futures ETN |
| Currency Code | USD |
| Open Figi | BBG00JQ5LMQ8 |
| In Threey Volatility | 23.14 |
| 1y Volatility | 19.73 |
| 200 Day M A | 52.2799 |
| 50 Day M A | 51.6828 |
| Code | VXZ |
| Updated At | 24th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.94) |
| Type | ETF |
iPath Series B [VXZ] is traded in USA and was established 2009-01-29. The fund is classified under Trading--Miscellaneous category within Milleis Investissements Funds family. The entity is thematically classified as Absolute Returns ETFs. iPath Series B at this time have 47.78 M in net assets. , while the total return for the last 3 years was -22.4%.
Check IPath Series Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IPath Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IPath Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iPath Series B Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iPath Series B Etf Constituents
| CBOE VIX Future MAY 12 | 33.32% |
| CBOE VIX Future APR 12 | 33.41% |
| CBOE VIX Future JUN 12 | 12.48% |
| CBOE VIX Future MAR 12 | 20.8% |
iPath Series B Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IPath Series. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | 0.1086 | |||
| Total Risk Alpha | (0.39) | |||
| Treynor Ratio | 0.0542 |
IPath Series Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iPath Series B. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
The market value of iPath Series B is measured differently than its book value, which is the value of IPath that is recorded on the company's balance sheet. Investors also form their own opinion of IPath Series' value that differs from its market value or its book value, called intrinsic value, which is IPath Series' 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 IPath Series' market value can be influenced by many factors that don't directly affect IPath Series' 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 IPath Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if IPath Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IPath Series' 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.