Lyxor Index (France) Performance
| UNIC Etf | EUR 14.72 0.10 0.67% |
The etf secures a Beta (Market Risk) of 0.85, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lyxor Index's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lyxor Index is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Lyxor Index Fund are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Lyxor Index may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
| Fifty Two Week Low | 10.79 | |
| Fifty Two Week High | 16.26 |
Lyxor |
Lyxor Index Relative Risk vs. Return Landscape
If you would invest 1,319 in Lyxor Index Fund on August 31, 2024 and sell it today you would earn a total of 153.00 from holding Lyxor Index Fund or generate 11.6% return on investment over 90 days. Lyxor Index Fund is generating 0.1741% of daily returns and assumes 1.0198% volatility on return distribution over the 90 days horizon. Simply put, 9% of etfs are less volatile than Lyxor, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lyxor Index Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lyxor Index's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Lyxor Index Fund, and traders can use it to determine the average amount a Lyxor Index's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1707
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Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Lyxor Index is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lyxor Index by adding it to a well-diversified portfolio.
Lyxor Index Fundamentals Growth
Lyxor Etf prices reflect investors' perceptions of the future prospects and financial health of Lyxor Index, and Lyxor Index fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lyxor Etf performance.
| Total Asset | 322.91 M | |||
About Lyxor Index Performance
By analyzing Lyxor Index's fundamental ratios, stakeholders can gain valuable insights into Lyxor Index's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Lyxor Index has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lyxor Index has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The investment objective of Lyxor Index Fund Lyxor MSCI Disruptive Technology ESG Filtered UCITS ETF is to track both the upward and the downward evolution of the MSCI ACWI IMI Disruptive Technology ESG Filtered Net Total Return Index denominated in USD, while minimizing the volatility of the difference between the return of the Sub-Fund and the return of the Index . LYXOR DISRUP is traded on Paris Stock Exchange in France.| The fund keeps all of its net assets in stocks |
Other Information on Investing in Lyxor Etf
Lyxor Index financial ratios help investors to determine whether Lyxor Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lyxor with respect to the benefits of owning Lyxor Index security.