IPath Series Financials
| VXZ Etf | USD 48.01 0.73 1.50% |
Net Expense Ratio 0.0089 | 3 y Sharp Ratio (0.94) |
IPath |
The data published in IPath Series' official financial statements typically reflect IPath Series' business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving IPath Series' quantitative information. For example, before you start analyzing numbers published by IPath accountants, it's essential to understand IPath Series' liquidity, profitability, and earnings quality within the context of the Milleis Investissements Funds space in which it operates.
Please note, the imprecision that can be found in IPath Series' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of iPath Series B. Check IPath Series' Beneish M Score to see the likelihood of IPath Series' management manipulating its earnings.
IPath Series Etf Summary
IPath Series competes with ProShares VIX, ProShares VIX, IPath Series, ProShares Short, and ProShares Short. 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.| Instrument | USA Etf View All |
| Exchange | BATS Exchange |
| ISIN | US06746P6135 |
| CUSIP | 06746P613 06748M188 |
| Region | North America |
| Investment Issuer | Barclays Capital |
| Etf Family | Milleis Investissements Funds |
| Fund Category | Absolute Returns |
| Portfolio Concentration | Volatility |
| Benchmark | Dow Jones Industrial |
| Phone | 877 764 7284 |
| Currency | USD - US Dollar |
IPath Series Key Financial Ratios
IPath Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining IPath Series's current stock value. Our valuation model uses many indicators to compare IPath Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IPath Series competition to find correlations between indicators driving IPath Series's intrinsic value. More Info.iPath Series B is rated fifth in beta as compared to similar ETFs. It is rated third in one year return as compared to similar ETFs . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IPath Series' earnings, one of the primary drivers of an investment's value.iPath Series B Systematic Risk
IPath Series' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. IPath Series volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on iPath Series B correlated with the market. If Beta is less than 0 IPath Series generally moves in the opposite direction as compared to the market. If IPath Series Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one iPath Series B is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of IPath Series is generally in the same direction as the market. If Beta > 1 IPath Series moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as IPath Series is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of IPath has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if IPath Series' financials are consistent with your investment objective using the following steps:- Review IPath Series' balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand IPath Series' liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare IPath Series' financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if IPath Series' stock is overvalued or undervalued.
IPath Series Thematic Clasifications
iPath Series B is part of several thematic ideas from Absolute Returns ETFs to Volatility ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasIPath Series November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of IPath Series help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of iPath Series B. We use our internally-developed statistical techniques to arrive at the intrinsic value of iPath Series B based on widely used predictive technical indicators. In general, we focus on analyzing IPath Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build IPath Series's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 9.94 | |||
| Value At Risk | (2.76) | |||
| Potential Upside | 3.5 |
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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
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.