FlexShares STOXX Ten Year Return vs. Beta
| NFRA Etf | USD 59.01 0.30 0.51% |
For FlexShares STOXX profitability analysis, we use financial ratios and fundamental drivers that measure the ability of FlexShares STOXX to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well FlexShares STOXX Global utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between FlexShares STOXX's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of FlexShares STOXX Global over time as well as its relative position and ranking within its peers.
FlexShares |
The market value of FlexShares STOXX Global is measured differently than its book value, which is the value of FlexShares that is recorded on the company's balance sheet. Investors also form their own opinion of FlexShares STOXX's value that differs from its market value or its book value, called intrinsic value, which is FlexShares STOXX'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 FlexShares STOXX's market value can be influenced by many factors that don't directly affect FlexShares STOXX'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 FlexShares STOXX's value and its price as these two are different measures arrived at by different means. Investors typically determine if FlexShares STOXX is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FlexShares STOXX'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.
FlexShares STOXX Global Beta vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining FlexShares STOXX's current stock value. Our valuation model uses many indicators to compare FlexShares STOXX value to that of its competitors to determine the firm's financial worth. FlexShares STOXX Global is rated number one ETF in ten year return as compared to similar ETFs. It is regarded fifth largest ETF in beta as compared to similar ETFs totaling about 0.17 of Beta per Ten Year Return. The ratio of Ten Year Return to Beta for FlexShares STOXX Global is roughly 5.86 . 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 FlexShares STOXX's earnings, one of the primary drivers of an investment's value.FlexShares Beta vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
FlexShares STOXX |
| = | 5.10 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
FlexShares STOXX |
| = | 0.87 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
FlexShares Beta Comparison
FlexShares STOXX is currently under evaluation in beta as compared to similar ETFs.
Beta Analysis
FlexShares STOXX returns are very sensitive to returns on the market. As the market goes up or down, FlexShares STOXX is expected to follow.
FlexShares STOXX Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in FlexShares STOXX, profitability is also one of the essential criteria for including it into their portfolios because, without profit, FlexShares STOXX will eventually generate negative long term returns. The profitability progress is the general direction of FlexShares STOXX's change in net profit over the period of time. It can combine multiple indicators of FlexShares STOXX, 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 reflects the performance of a selection of companies that, in aggregate, offer broad exposure to publicly-traded developed- and emerging-market infrastructure companies, including U.S. companies, as defined by STOXX Ltd. Flexshares Global is traded on NYSEARCA Exchange in the United States.
FlexShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on FlexShares STOXX. 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 FlexShares STOXX 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 FlexShares STOXX's important profitability drivers and their relationship over time.
Use FlexShares STOXX 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 FlexShares STOXX 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 FlexShares STOXX will appreciate offsetting losses from the drop in the long position's value.FlexShares STOXX Pair Trading
FlexShares STOXX Global Pair Trading Analysis
The ability to find closely correlated positions to FlexShares STOXX could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace FlexShares STOXX 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 FlexShares STOXX - 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 FlexShares STOXX Global to buy it.
The correlation of FlexShares STOXX 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 FlexShares STOXX moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if FlexShares STOXX Global 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 FlexShares STOXX 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 FlexShares STOXX position
In addition to having FlexShares STOXX 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 Military Industrial Thematic Idea Now
Military Industrial
A collection of large United States defense contractors including companies involved in production or distribution of aircraft, ships, vehicles, weaponry, and electronic systems in cooperation with the government. The Military Industrial theme has 46 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 Military Industrial Theme or any other thematic opportunities.
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Check out Correlation Analysis. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
To fully project FlexShares STOXX's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of FlexShares STOXX Global 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 FlexShares STOXX's income statement, its balance sheet, and the statement of cash flows.