Iq Winslow Focused Etf Performance
| IWFG Etf | USD 49.09 0.29 0.59% |
The etf owns a Beta (Systematic Risk) of 0.99, which attests to possible diversification benefits within a given portfolio. IQ Winslow returns are very sensitive to returns on the market. As the market goes up or down, IQ Winslow is expected to follow.
Risk-Adjusted Performance
14 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in IQ Winslow Focused are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile technical and fundamental indicators, IQ Winslow may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Investment Report - Stock Traders Daily | 09/24/2024 |
IWFG |
IQ Winslow Relative Risk vs. Return Landscape
If you would invest 4,365 in IQ Winslow Focused on September 1, 2024 and sell it today you would earn a total of 544.00 from holding IQ Winslow Focused or generate 12.46% return on investment over 90 days. IQ Winslow Focused is currently generating 0.189% in daily expected returns and assumes 1.0375% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of etfs are less volatile than IWFG, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IQ Winslow Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IQ Winslow's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IQ Winslow Focused, and traders can use it to determine the average amount a IQ Winslow'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 = 0.1822
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average IQ Winslow is performing at about 14% 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 IQ Winslow by adding it to a well-diversified portfolio.
About IQ Winslow Performance
By analyzing IQ Winslow's fundamental ratios, stakeholders can gain valuable insights into IQ Winslow's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IQ Winslow 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 IQ Winslow has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
IQ Winslow is entity of United States. It is traded as Etf on NYSE ARCA exchange.