Lyxor UCITS (Spain) Performance
| LYXIB Etf | EUR 121.22 0.53 0.44% |
The etf secures a Beta (Market Risk) of 0.0619, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lyxor UCITS's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lyxor UCITS is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Lyxor UCITS Ibex35 are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy primary indicators, Lyxor UCITS is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
| Fifty Two Week Low | 87.09 | |
| Fifty Two Week High | 95.69 |
Lyxor |
Lyxor UCITS Relative Risk vs. Return Landscape
If you would invest 11,673 in Lyxor UCITS Ibex35 on August 27, 2024 and sell it today you would earn a total of 449.00 from holding Lyxor UCITS Ibex35 or generate 3.85% return on investment over 90 days. Lyxor UCITS Ibex35 is generating 0.061% of daily returns and assumes 0.772% volatility on return distribution over the 90 days horizon. Simply put, 6% 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 UCITS Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lyxor UCITS's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Lyxor UCITS Ibex35, and traders can use it to determine the average amount a Lyxor UCITS'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 = 0.0791
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Lyxor UCITS is performing at about 6% 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 Lyxor UCITS by adding it to a well-diversified portfolio.
Lyxor UCITS Fundamentals Growth
Lyxor Etf prices reflect investors' perceptions of the future prospects and financial health of Lyxor UCITS, and Lyxor UCITS 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.
| Price To Earning | 13.61 X | |||
| Price To Book | 1.19 X | |||
| Price To Sales | 1.17 X | |||
| Total Asset | 830.38 M | |||
About Lyxor UCITS Performance
By examining Lyxor UCITS's fundamental ratios, stakeholders can obtain critical insights into Lyxor UCITS'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 UCITS 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 Ibex35 index. LYXOR IBEX is traded on Madrid SE C.A.T.S. in Spain.| The fund generated three year return of -1.0% | |
| Lyxor UCITS Ibex35 maintains all of its assets in stocks |
Other Information on Investing in Lyxor Etf
Lyxor UCITS 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 UCITS security.