Indexiq Etf Trust Etf Performance
| OCEN Etf | USD 20.70 0.07 0.34% |
The etf retains a Market Volatility (i.e., Beta) of 0.33, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IndexIQ ETF's returns are expected to increase less than the market. However, during the bear market, the loss of holding IndexIQ ETF is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days IndexIQ ETF Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, IndexIQ ETF is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.36 |
IndexIQ |
IndexIQ ETF Relative Risk vs. Return Landscape
If you would invest 2,166 in IndexIQ ETF Trust on November 1, 2024 and sell it today you would lose (103.00) from holding IndexIQ ETF Trust or give up 4.76% of portfolio value over 90 days. IndexIQ ETF Trust is currently does not generate positive expected returns and assumes 0.8617% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than IndexIQ, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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IndexIQ ETF Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IndexIQ ETF's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IndexIQ ETF Trust, and traders can use it to determine the average amount a IndexIQ ETF'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 = -0.0899
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| Negative Returns | OCEN |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IndexIQ ETF 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 IndexIQ ETF by adding IndexIQ ETF to a well-diversified portfolio.
IndexIQ ETF Fundamentals Growth
IndexIQ Etf prices reflect investors' perceptions of the future prospects and financial health of IndexIQ ETF, and IndexIQ ETF 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 IndexIQ Etf performance.
| Total Asset | 4.21 M | |||
About IndexIQ ETF Performance
By examining IndexIQ ETF's fundamental ratios, stakeholders can obtain critical insights into IndexIQ ETF'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 IndexIQ ETF 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 manager employs a passive management or indexing investment approach designed to track the performance of the underlying index. IQ Clean is traded on NYSEARCA Exchange in the United States.| IndexIQ ETF Trust generated a negative expected return over the last 90 days | |
| The fund created three year return of -2.0% | |
| IndexIQ ETF Trust maintains 99.95% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in IndexIQ ETF Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. To learn how to invest in IndexIQ Etf, please use our How to Invest in IndexIQ ETF guide.You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
The market value of IndexIQ ETF Trust is measured differently than its book value, which is the value of IndexIQ that is recorded on the company's balance sheet. Investors also form their own opinion of IndexIQ ETF's value that differs from its market value or its book value, called intrinsic value, which is IndexIQ ETF's 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 IndexIQ ETF's market value can be influenced by many factors that don't directly affect IndexIQ ETF's 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 IndexIQ ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if IndexIQ ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IndexIQ ETF's 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.