Indexiq Etf Performance
| ULTR Etf | USD 47.66 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and IndexIQ are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days IndexIQ has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, IndexIQ is not utilizing all of its potentials. The newest stock price agitation, may contribute to short-term losses for the retail investors. ...more
| In Threey Sharp Ratio | -0.75 |
IndexIQ |
IndexIQ Relative Risk vs. Return Landscape
If you would invest 4,766 in IndexIQ on October 23, 2024 and sell it today you would earn a total of 0.00 from holding IndexIQ or generate 0.0% return on investment over 90 days. IndexIQ is currently does not generate positive expected returns and assumes 0.0% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than IndexIQ, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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IndexIQ Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IndexIQ's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IndexIQ, and traders can use it to determine the average amount a IndexIQ's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average IndexIQ is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IndexIQ by adding IndexIQ to a well-diversified portfolio.
IndexIQ Fundamentals Growth
IndexIQ Etf prices reflect investors' perceptions of the future prospects and financial health of IndexIQ, and IndexIQ fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IndexIQ Etf performance.
| Return On Asset | 0.002 | |||
| Profit Margin | (0.22) % | |||
| Operating Margin | 0.01 % | |||
| Current Valuation | 417.3 M | |||
| Shares Outstanding | 140.73 M | |||
| Price To Earning | 57.76 X | |||
| Price To Book | 0.06 X | |||
| Price To Sales | 0.05 X | |||
| Revenue | 307.59 M | |||
| Cash And Equivalents | 45.6 M | |||
| Cash Per Share | 0.32 X | |||
| Total Debt | 446.01 M | |||
| Debt To Equity | 1.59 % | |||
| Cash Flow From Operations | 44.87 M | |||
| Earnings Per Share | (0.78) X | |||
| Total Asset | 85.25 M | |||
| Retained Earnings | (163.39 M) | |||
| Current Asset | 130 M | |||
| Current Liabilities | 532 M | |||
About IndexIQ Performance
Assessing IndexIQ's fundamental ratios provides investors with valuable insights into IndexIQ's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IndexIQ is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund, under normal circumstances, invests at least 80 percent of its net assets in fixed income securities. IQ Ultra is traded on NYSEARCA Exchange in the United States.| IndexIQ is not yet fully synchronised with the market data | |
| IndexIQ has high likelihood to experience some financial distress in the next 2 years | |
| IndexIQ currently holds 446.01 M in liabilities with Debt to Equity (D/E) ratio of 1.59, which is about average as compared to similar companies. IndexIQ has a current ratio of 0.24, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist IndexIQ until it has trouble settling it off, either with new capital or with free cash flow. So, IndexIQ's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like IndexIQ sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for IndexIQ to invest in growth at high rates of return. When we think about IndexIQ's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the previous year's revenue of 307.59 M. Net Loss for the year was (66.42 M) with profit before overhead, payroll, taxes, and interest of 105 M. | |
| About 86.0% of IndexIQ outstanding shares are owned by insiders | |
| The fund keeps roughly 23.22% of its net assets in bonds |
Check out World Market Map 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 estimate. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
The market value of IndexIQ 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's value that differs from its market value or its book value, called intrinsic value, which is IndexIQ'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's market value can be influenced by many factors that don't directly affect IndexIQ'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's value and its price as these two are different measures arrived at by different means. Investors typically determine if IndexIQ is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IndexIQ'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.