Accion IBEX (Spain) Performance
| BBVAI Etf | EUR 13.14 0.17 1.28% |
The etf shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Accion IBEX's returns are expected to increase less than the market. However, during the bear market, the loss of holding Accion IBEX is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Accion IBEX 35 are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady primary indicators, Accion IBEX may actually be approaching a critical reversion point that can send shares even higher in May 2025. ...more
Accion |
Accion IBEX Relative Risk vs. Return Landscape
If you would invest 1,164 in Accion IBEX 35 on January 1, 2025 and sell it today you would earn a total of 150.00 from holding Accion IBEX 35 or generate 12.89% return on investment over 90 days. Accion IBEX 35 is generating 0.1938% of daily returns and assumes 0.9308% volatility on return distribution over the 90 days horizon. Simply put, 8% of etfs are less volatile than Accion, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Accion IBEX Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Accion IBEX's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Accion IBEX 35, and traders can use it to determine the average amount a Accion 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 = 0.2083
| Best Portfolio | Best Equity | |||
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| Small Returns | BBVAI | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Accion IBEX is performing at about 16% 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 Accion IBEX by adding it to a well-diversified portfolio.
Accion IBEX Fundamentals Growth
Accion Etf prices reflect investors' perceptions of the future prospects and financial health of Accion IBEX, and Accion 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 Accion Etf performance.
| Price To Earning | 13.76 X | |||
| Price To Book | 1.11 X | |||
| Price To Sales | 1.13 X | |||
| Total Asset | 225.92 M | |||
About Accion IBEX Performance
By examining Accion IBEX's fundamental ratios, stakeholders can obtain critical insights into Accion 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 Accion 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.
Fondo de inversin cotizado de renta variable nacional que tiene como objetivo reproducir la evolucin del ndice burstil espaol IBEX 35. ACCION IBEX is traded on Madrid SE C.A.T.S. in Spain.| The fund generated three year return of -1.0% | |
| Accion IBEX 35 holds 95.4% of its assets under management (AUM) in equities |
Other Information on Investing in Accion Etf
Accion IBEX financial ratios help investors to determine whether Accion 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 Accion with respect to the benefits of owning Accion IBEX security.