Barclays ETN Five Year Return vs. One Year Return

ATMP Etf  USD 29.98  0.19  0.64%   
Considering Barclays ETN's profitability and operating efficiency indicators, Barclays ETN Select may not be well positioned to generate adequate gross income at the present time. It has a very high likelihood of underperforming in December. Profitability indicators assess Barclays ETN's ability to earn profits and add value for shareholders.
For Barclays ETN profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Barclays ETN to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Barclays ETN Select utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Barclays ETN's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Barclays ETN Select over time as well as its relative position and ranking within its peers.
  
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The market value of Barclays ETN Select is measured differently than its book value, which is the value of Barclays that is recorded on the company's balance sheet. Investors also form their own opinion of Barclays ETN's value that differs from its market value or its book value, called intrinsic value, which is Barclays ETN'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 Barclays ETN's market value can be influenced by many factors that don't directly affect Barclays ETN'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 Barclays ETN's value and its price as these two are different measures arrived at by different means. Investors typically determine if Barclays ETN is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Barclays ETN'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.

Barclays ETN Select One Year Return vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Barclays ETN's current stock value. Our valuation model uses many indicators to compare Barclays ETN value to that of its competitors to determine the firm's financial worth.
Barclays ETN Select is the top ETF in five year return as compared to similar ETFs. It also is the top ETF in one year return as compared to similar ETFs reporting about  2.37  of One Year Return per Five Year Return. Comparative valuation analysis is a catch-all technique that is used if you cannot value Barclays ETN by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Barclays One Year Return vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Barclays ETN

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
19.90 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Barclays ETN

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
47.10 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Barclays One Year Return Comparison

Barclays ETN is currently under evaluation in one year return as compared to similar ETFs.

Barclays ETN Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Barclays ETN, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Barclays ETN will eventually generate negative long term returns. The profitability progress is the general direction of Barclays ETN's change in net profit over the period of time. It can combine multiple indicators of Barclays ETN, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The index seeks to capture returns that may be available from investing in a basket of direct or indirect interests in master limited partnerships , limited liability companies and corporations that are selected pursuant to the Atlantic Trust Select MLP Strategy. IPath Select is traded on BATS Exchange in the United States.

Barclays Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Barclays ETN. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Barclays ETN position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Barclays ETN's important profitability drivers and their relationship over time.

Use Barclays ETN in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Barclays ETN position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Barclays ETN will appreciate offsetting losses from the drop in the long position's value.

Barclays ETN Pair Trading

Barclays ETN Select Pair Trading Analysis

The ability to find closely correlated positions to Barclays ETN could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Barclays ETN when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Barclays ETN - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Barclays ETN Select to buy it.
The correlation of Barclays ETN is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Barclays ETN moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Barclays ETN Select moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Barclays ETN can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Barclays ETN position

In addition to having Barclays ETN in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Small Growth Funds Thematic Idea Now

Small Growth Funds
Small Growth Funds Theme
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Growth Funds Theme or any other thematic opportunities.
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When determining whether Barclays ETN Select is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Barclays Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Barclays Etn Select Etf. Highlighted below are key reports to facilitate an investment decision about Barclays Etn Select Etf:
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You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
To fully project Barclays ETN's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Barclays ETN Select at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Barclays ETN's income statement, its balance sheet, and the statement of cash flows.
Potential Barclays ETN investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Barclays ETN investors may work on each financial statement separately, they are all related. The changes in Barclays ETN's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Barclays ETN's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.