Innovator Loup Frontier Etf Ten Year Return
Innovator Loup Frontier fundamentals help investors to digest information that contributes to Innovator Loup's financial success or failures. It also enables traders to predict the movement of Innovator Etf. The fundamental analysis module provides a way to measure Innovator Loup'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 Innovator Loup etf.
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Innovator Loup Frontier ETF Ten Year Return Analysis
Innovator Loup's 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.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
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.
CompetitionBased on the latest financial disclosure, Innovator Loup Frontier has a Ten Year Return of 0.0%. This indicator is about the same for the Innovator ETFs average (which is currently at 0.0) family and about the same as Technology (which currently averages 0.0) category. This indicator is about the same for all United States etfs average (which is currently at 0.0).
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Fund Asset Allocation for Innovator Loup
The fund invests 99.96% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Innovator Loup'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.
Innovator Fundamentals
| Number Of Employees | 477 | |||
| Beta | 1.61 | |||
| Total Asset | 33.77 M | |||
| One Year Return | 34.10 % | |||
| Three Year Return | 1.90 % | |||
| Five Year Return | 16.90 % | |||
| Net Asset | 33.77 M | |||
| Equity Positions Weight | 99.96 % |
Pair Trading with Innovator Loup
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 Innovator Loup 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 Innovator Loup will appreciate offsetting losses from the drop in the long position's value.Moving together with Innovator Etf
| 0.81 | VGT | Vanguard Information | PairCorr |
| 0.77 | XLK | Technology Select Sector | PairCorr |
| 0.8 | IYW | iShares Technology ETF | PairCorr |
Moving against Innovator Etf
| 0.82 | BITI | ProShares Trust | PairCorr |
| 0.65 | HART | IQ Healthy Hearts | PairCorr |
| 0.64 | GREI | Goldman Sachs Future | PairCorr |
| 0.45 | SOXX | iShares Semiconductor ETF | PairCorr |
| 0.36 | PRME | Prime Medicine, Common | PairCorr |
The ability to find closely correlated positions to Franklin Resources could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Resources 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 Franklin Resources - 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 Franklin Resources to buy it.
The correlation of Franklin Resources 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 Franklin Resources moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Resources 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 Franklin Resources 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.Check out Correlation Analysis 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 employment. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of Innovator Loup Frontier is measured differently than its book value, which is the value of Innovator that is recorded on the company's balance sheet. Investors also form their own opinion of Innovator Loup's value that differs from its market value or its book value, called intrinsic value, which is Innovator Loup'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 Innovator Loup's market value can be influenced by many factors that don't directly affect Innovator Loup'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 Innovator Loup's value and its price as these two are different measures arrived at by different means. Investors typically determine if Innovator Loup is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Innovator Loup'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.