Lyxor Bel 20 Etf One Year Return
| BEL Etf | EUR 62.52 0.15 0.24% |
Lyxor BEL 20 fundamentals help investors to digest information that contributes to Lyxor BEL's financial success or failures. It also enables traders to predict the movement of Lyxor Etf. The fundamental analysis module provides a way to measure Lyxor BEL's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Lyxor BEL etf.
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Lyxor BEL 20 ETF One Year Return Analysis
Lyxor BEL's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lyxor BEL One Year Return | 28.69 % |
Most of Lyxor BEL's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lyxor BEL 20 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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Based on the recorded statements, Lyxor BEL 20 has an One Year Return of 28.69%. This is 873.32% lower than that of the Category family and notably lower than that of the Family category. The one year return for all Belgium etfs is notably lower than that of the firm.
Lyxor One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lyxor BEL's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Lyxor BEL could also be used in its relative valuation, which is a method of valuing Lyxor BEL by comparing valuation metrics of similar companies.Lyxor BEL is currently under evaluation in one year return as compared to similar ETFs.
Fund Asset Allocation for Lyxor BEL
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Lyxor BEL's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lyxor Fundamentals
| Total Asset | 54.97 M | |||
| One Year Return | 28.69 % | |||
| Three Year Return | 4.18 % | |||
| Five Year Return | 6.44 % | |||
| Ten Year Return | 6.55 % | |||
| Net Asset | 54.97 M | |||
| Last Dividend Paid | 0.35 | |||
| Equity Positions Weight | 100.00 % |
About Lyxor BEL Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lyxor BEL 20's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lyxor BEL using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lyxor BEL 20 based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Lyxor BEL
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 Lyxor BEL 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 Lyxor BEL will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Lyxor BEL could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lyxor BEL 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 Lyxor BEL - 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 Lyxor BEL 20 to buy it.
The correlation of Lyxor BEL 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 Lyxor BEL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lyxor BEL 20 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 Lyxor BEL 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.Other Information on Investing in Lyxor Etf
Lyxor BEL financial ratios help investors to determine whether Lyxor Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lyxor with respect to the benefits of owning Lyxor BEL security.