IndexIQ Financial Statements From 2010 to 2024

IndexIQ financial statements provide useful quarterly and yearly information to potential IndexIQ investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on IndexIQ financial statements helps investors assess IndexIQ's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting IndexIQ's valuation are summarized below:
IndexIQ does not presently have any fundamental trends for analysis.
Check IndexIQ financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among IndexIQ's main balance sheet or income statement drivers, such as , as well as many indicators such as . IndexIQ financial statements analysis is a perfect complement when working with IndexIQ Valuation or Volatility modules.
  
This module can also supplement various IndexIQ Technical models . Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.

IndexIQ ETF One Year Return Analysis

IndexIQ's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current IndexIQ One Year Return

    
  (11.60) %  
Most of IndexIQ's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, IndexIQ is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Based on the recorded statements, IndexIQ has an One Year Return of -11.6%. This is much lower than that of the IndexIQ family and significantly lower than that of the High Yield Bond category. The one year return for all United States etfs is notably higher than that of the company.

About IndexIQ Financial Statements

IndexIQ investors use historical fundamental indicators, such as IndexIQ's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in IndexIQ. Please read more on our technical analysis and fundamental analysis pages.
The fund uses a Representative Sampling strategy in seeking to track the performance of the underlying index. Indexiq SP is traded on NYSEARCA Exchange in the United States.

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Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
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When determining whether IndexIQ is a strong investment it is important to analyze IndexIQ's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IndexIQ's future performance. For an informed investment choice regarding IndexIQ Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
The market value of IndexIQ is measured differently than its book value, which is the value of IndexIQ that is recorded on the company's balance sheet. Investors also form their own opinion of IndexIQ's value that differs from its market value or its book value, called intrinsic value, which is IndexIQ'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 IndexIQ's market value can be influenced by many factors that don't directly affect IndexIQ'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 IndexIQ's value and its price as these two are different measures arrived at by different means. Investors typically determine if IndexIQ is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IndexIQ'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.