Ipath Series B Etf Performance
| GRN Etf | USD 27.45 0.45 1.61% |
The etf retains a Market Volatility (i.e., Beta) of -0.0406, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IPath Series are expected to decrease at a much lower rate. During the bear market, IPath Series is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days iPath Series B has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, IPath Series is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Acquisition by Kahn Allen of 2000 shares of IPath Series at 0.51 subject to Rule 16b-3 | 09/30/2024 |
| In Threey Sharp Ratio | 0.16 |
IPath |
IPath Series Relative Risk vs. Return Landscape
If you would invest 2,807 in iPath Series B on August 29, 2024 and sell it today you would lose (62.00) from holding iPath Series B or give up 2.21% of portfolio value over 90 days. iPath Series B is generating negative expected returns assuming volatility of 1.8443% on return distribution over 90 days investment horizon. In other words, 16% of etfs are less volatile than IPath, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IPath Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IPath Series' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iPath Series B, and traders can use it to determine the average amount a IPath Series' 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 = -0.0099
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GRN |
Estimated Market Risk
| 1.84 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IPath Series 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 IPath Series by adding IPath Series to a well-diversified portfolio.
IPath Series Fundamentals Growth
IPath Etf prices reflect investors' perceptions of the future prospects and financial health of IPath Series, and IPath Series 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 IPath Etf performance.
| Price To Earning | 3.36 X | |||
| Total Asset | 122.13 M | |||
About IPath Series Performance
By examining IPath Series' fundamental ratios, stakeholders can obtain critical insights into IPath Series' 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 IPath Series 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 index has the objective of providing exposure to the price of carbon as measured by the return of futures contracts on carbon emissions credits from two of the worlds major emissions-related mechanisms. Ipath Series is traded on New York Stock Exchange in the United States.| iPath Series B generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| iPath Series B retains all of the assets under management (AUM) in different types of exotic instruments |
Check out Risk vs Return Analysis 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 metropolitan statistical area. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
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.