IQ Real Beta vs. Five Year Return
| ROOFDelisted Etf | USD 20.75 0.06 0.29% |
For IQ Real profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IQ Real to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well IQ Real Estate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IQ Real's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of IQ Real Estate over time as well as its relative position and ranking within its peers.
ROOF |
IQ Real Estate Five Year Return vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IQ Real's current stock value. Our valuation model uses many indicators to compare IQ Real value to that of its competitors to determine the firm's financial worth. IQ Real Estate is rated third largest ETF in beta as compared to similar ETFs. It is rated fourth largest ETF in five year return as compared to similar ETFs . Comparative valuation analysis is a catch-all technique that is used if you cannot value IQ Real 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.ROOF Five Year Return vs. Beta
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.
IQ Real |
| = | 1.23 |
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.
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.
IQ Real |
| = | (0.50) % |
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.
ROOF Five Year Return Comparison
IQ Real is currently under evaluation in five year return as compared to similar ETFs.
Beta Analysis
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IQ Real will likely underperform.
IQ Real Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IQ Real, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IQ Real will eventually generate negative long term returns. The profitability progress is the general direction of IQ Real's change in net profit over the period of time. It can combine multiple indicators of IQ Real, 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 is a rules-based, modified capitalization weighted, float adjusted index. IQ US is traded on NYSEARCA Exchange in the United States.
ROOF Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IQ Real. 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 IQ Real 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 IQ Real's important profitability drivers and their relationship over time.
Use IQ Real 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 IQ Real 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 IQ Real will appreciate offsetting losses from the drop in the long position's value.IQ Real Pair Trading
IQ Real Estate Pair Trading Analysis
The ability to find closely correlated positions to IQ Real could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IQ Real 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 IQ Real - 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 IQ Real Estate to buy it.
The correlation of IQ Real 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 IQ Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if IQ Real Estate 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 IQ Real 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 IQ Real position
In addition to having IQ Real 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 Banking Thematic Idea Now
Banking
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banking theme has 61 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 Banking Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Other Consideration for investing in ROOF Etf
If you are still planning to invest in IQ Real Estate check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the IQ Real's history and understand the potential risks before investing.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Stocks Directory Find actively traded stocks across global markets | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |