IndexIQ Active Bond Positions Weight vs. One Year Return
| ESGB Etf | USD 21.26 0.09 0.43% |
For IndexIQ Active profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IndexIQ Active to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well IndexIQ Active ETF utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IndexIQ Active's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of IndexIQ Active ETF over time as well as its relative position and ranking within its peers.
IndexIQ |
The market value of IndexIQ Active ETF 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 Active's value that differs from its market value or its book value, called intrinsic value, which is IndexIQ Active'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 Active's market value can be influenced by many factors that don't directly affect IndexIQ Active'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 Active's value and its price as these two are different measures arrived at by different means. Investors typically determine if IndexIQ Active is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IndexIQ Active'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.
IndexIQ Active ETF One Year Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IndexIQ Active's current stock value. Our valuation model uses many indicators to compare IndexIQ Active value to that of its competitors to determine the firm's financial worth. IndexIQ Active ETF is rated # 2 ETF in bond positions weight as compared to similar ETFs. It is one of the top ETFs in one year return as compared to similar ETFs reporting about 1.39 of One Year Return per Bond Positions Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IndexIQ Active's earnings, one of the primary drivers of an investment's value.IndexIQ One Year Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
IndexIQ Active |
| = | 7.60 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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.
IndexIQ Active |
| = | 10.60 % |
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.
IndexIQ One Year Return Comparison
IndexIQ Active is currently under evaluation in one year return as compared to similar ETFs.
IndexIQ Active Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IndexIQ Active, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IndexIQ Active will eventually generate negative long term returns. The profitability progress is the general direction of IndexIQ Active's change in net profit over the period of time. It can combine multiple indicators of IndexIQ Active, 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 fund invests at least 80 percent of its assets in bonds, which include all types of debt securities. IQ Mackay is traded on NYSEARCA Exchange in the United States.
IndexIQ Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IndexIQ Active. 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 IndexIQ Active 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 IndexIQ Active's important profitability drivers and their relationship over time.
| Bond Positions Weight vs Beta | ||
| Three Year Return vs One Year Return | ||
| Bond Positions Weight vs Net Asset | ||
| Last Dividend Paid vs One Year Return |
Use IndexIQ Active 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 IndexIQ Active 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 IndexIQ Active will appreciate offsetting losses from the drop in the long position's value.IndexIQ Active Pair Trading
IndexIQ Active ETF Pair Trading Analysis
The ability to find closely correlated positions to IndexIQ Active could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IndexIQ Active 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 IndexIQ Active - 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 IndexIQ Active ETF to buy it.
The correlation of IndexIQ Active 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 IndexIQ Active moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if IndexIQ Active ETF 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 IndexIQ Active 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.Use Investing Themes to Complement your IndexIQ Active position
In addition to having IndexIQ Active 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 Software Thematic Idea Now
Software
Companies that develop and distribute software and software systems to individuals or business. The Software theme has 42 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 Software Theme or any other thematic opportunities.
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Check out Investing Opportunities. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
To fully project IndexIQ Active's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of IndexIQ Active ETF 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 IndexIQ Active's income statement, its balance sheet, and the statement of cash flows.