Lyxor Ibex (Spain) Performance
| 2INVE Etf | EUR 0.93 0.02 2.20% |
The etf secures a Beta (Market Risk) of -0.16, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lyxor Ibex are expected to decrease at a much lower rate. During the bear market, Lyxor Ibex is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Lyxor Ibex 35 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy primary indicators, Lyxor Ibex is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
| Fifty Two Week Low | 3.8100 | |
| Fifty Two Week High | 4.0950 |
Lyxor |
Lyxor Ibex Relative Risk vs. Return Landscape
If you would invest 97.00 in Lyxor Ibex 35 on August 30, 2024 and sell it today you would lose (4.00) from holding Lyxor Ibex 35 or give up 4.12% of portfolio value over 90 days. Lyxor Ibex 35 is generating negative expected returns and assumes 1.6134% volatility on return distribution over the 90 days horizon. Simply put, 14% of etfs are less volatile than Lyxor, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lyxor Ibex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lyxor Ibex's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Lyxor Ibex 35, and traders can use it to determine the average amount a Lyxor Ibex'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 = -0.0323
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| Negative Returns | 2INVE |
Estimated Market Risk
| 1.61 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lyxor Ibex is not performing at its full potential. However, 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 Ibex by adding Lyxor Ibex to a well-diversified portfolio.
Lyxor Ibex Fundamentals Growth
Lyxor Etf prices reflect investors' perceptions of the future prospects and financial health of Lyxor Ibex, and Lyxor Ibex 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 | 15.26 M | |||
About Lyxor Ibex Performance
By examining Lyxor Ibex's fundamental ratios, stakeholders can obtain critical insights into Lyxor Ibex's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Lyxor Ibex is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The investment seeks to track the price and yield performance, before fees and expense, of the Ibex 35 TR Doble Inverso index. LYXOR IBEX is traded on Madrid SE C.A.T.S. in Spain.| Lyxor Ibex 35 generated a negative expected return over the last 90 days | |
| Lyxor Ibex 35 has some characteristics of a very speculative penny stock | |
| Lyxor Ibex 35 generated five year return of -16.0% | |
| This fund holds all of the total net assets in various exotic instrument |
Other Information on Investing in Lyxor Etf
Lyxor Ibex 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 Ibex security.