Ipath Series B Etf Five Year Return
VXZ Etf | USD 48.74 0.47 0.96% |
iPath Series B fundamentals help investors to digest information that contributes to IPath Series' financial success or failures. It also enables traders to predict the movement of IPath Etf. The fundamental analysis module provides a way to measure IPath Series' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to IPath Series etf.
IPath |
iPath Series B ETF Five Year Return Analysis
IPath Series' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current IPath Series Five Year Return | (7.90) % |
Most of IPath Series' fundamental indicators, such as Five 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, iPath Series B is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition |
According to the company disclosure, iPath Series B has a Five Year Return of -7.9%. This is much lower than that of the Milleis Investissements Funds family and significantly lower than that of the Trading--Miscellaneous category. The five year return for all United States etfs is notably higher than that of the company.
IPath Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IPath Series' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IPath Series could also be used in its relative valuation, which is a method of valuing IPath Series by comparing valuation metrics of similar companies.IPath Series is currently under evaluation in five year return as compared to similar ETFs.
IPath Fundamentals
Number Of Employees | 127 | |||
Beta | -5.48 | |||
Total Asset | 47.78 M | |||
One Year Return | (18.30) % | |||
Three Year Return | (21.70) % | |||
Five Year Return | (7.90) % | |||
Net Asset | 47.78 M |
About IPath Series Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iPath Series B's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IPath Series using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iPath Series B based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether iPath Series B offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IPath Series' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ipath Series B Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ipath Series B Etf:Check out IPath Series Piotroski F Score and IPath Series Altman Z Score analysis. 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.