InfraCap Equity Financial Statements From 2010 to 2025
| ICAP Etf | USD 26.80 0.05 0.19% |
Check InfraCap Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among InfraCap Equity's main balance sheet or income statement drivers, such as , as well as many indicators such as . InfraCap financial statements analysis is a perfect complement when working with InfraCap Equity Valuation or Volatility modules.
InfraCap |
InfraCap Equity Income ETF Beta Analysis
InfraCap Equity's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current InfraCap Equity Beta | 1.05 |
Most of InfraCap Equity's fundamental indicators, such as Beta, 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, InfraCap Equity Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, InfraCap Equity Income has a Beta of 1.05. This is much higher than that of the InfraCap family and significantly higher than that of the Mid-Cap Value category. The beta for all United States etfs is notably lower than that of the firm.
About InfraCap Equity Financial Statements
InfraCap Equity shareholders use historical fundamental indicators, such as revenue or net income, to determine how well the company is positioned to perform in the future. Although InfraCap Equity investors may analyze each financial statement separately, they are all interrelated. The changes in InfraCap Equity's assets and liabilities, for example, are also reflected in the revenues and expenses on on InfraCap Equity's income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
The fund, under normal conditions, will invest at least 80 percent of its net assets in equity securities of companies that pay dividends during normal market conditions. Infracap Equity is traded on NYSEARCA Exchange in the United States.
Pair Trading with InfraCap Equity
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if InfraCap Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in InfraCap Equity will appreciate offsetting losses from the drop in the long position's value.Moving together with InfraCap Etf
| 0.94 | VOE | Vanguard Mid Cap | PairCorr |
| 0.8 | SDY | SPDR SP Dividend | PairCorr |
| 0.96 | IWS | iShares Russell Mid | PairCorr |
| 0.88 | SPYD | SPDR Portfolio SP | PairCorr |
| 0.91 | COWZ | Pacer Cash Cows | PairCorr |
Moving against InfraCap Etf
The ability to find closely correlated positions to InfraCap Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace InfraCap Equity when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back InfraCap Equity - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling InfraCap Equity Income to buy it.
The correlation of InfraCap Equity is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as InfraCap Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if InfraCap Equity Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for InfraCap Equity can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of InfraCap Equity Correlation against competitors. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of InfraCap Equity Income is measured differently than its book value, which is the value of InfraCap that is recorded on the company's balance sheet. Investors also form their own opinion of InfraCap Equity's value that differs from its market value or its book value, called intrinsic value, which is InfraCap Equity'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 InfraCap Equity's market value can be influenced by many factors that don't directly affect InfraCap Equity'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 InfraCap Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if InfraCap Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, InfraCap Equity'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.