FlexShares Core Beta vs. Net Asset
| BNDC Etf | USD 21.69 0.02 0.09% |
For FlexShares Core profitability analysis, we use financial ratios and fundamental drivers that measure the ability of FlexShares Core to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well FlexShares Core Select utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between FlexShares Core's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of FlexShares Core Select over time as well as its relative position and ranking within its peers.
FlexShares |
The market value of FlexShares Core Select 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 Core's value that differs from its market value or its book value, called intrinsic value, which is FlexShares Core'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 Core's market value can be influenced by many factors that don't directly affect FlexShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if FlexShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FlexShares Core'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 Core Select Net Asset vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining FlexShares Core's current stock value. Our valuation model uses many indicators to compare FlexShares Core value to that of its competitors to determine the firm's financial worth. FlexShares Core Select is the top ETF in beta as compared to similar ETFs. It also is the top ETF in net asset as compared to similar ETFs making up about 159,539,216 of Net Asset per Beta. 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 Core's earnings, one of the primary drivers of an investment's value.FlexShares Net Asset 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.
FlexShares Core |
| = | 1.02 |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
FlexShares Core |
| = | 162.73 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
FlexShares Net Asset Comparison
FlexShares Core is currently under evaluation in net asset as compared to similar ETFs.
Beta Analysis
FlexShares Core returns are very sensitive to returns on the market. As the market goes up or down, FlexShares Core is expected to follow.
FlexShares Core Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in FlexShares Core, profitability is also one of the essential criteria for including it into their portfolios because, without profit, FlexShares Core will eventually generate negative long term returns. The profitability progress is the general direction of FlexShares Core's change in net profit over the period of time. It can combine multiple indicators of FlexShares Core, 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 fund invests at least 80 percent of its net assets in U.S. dollar-denominated investment-grade fixed-income securities either directly or indirectly through exchange-traded funds and other registered investment companies. Flexshares Core 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 Core. 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 Core 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 Core's important profitability drivers and their relationship over time.
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| Three Year Return vs Net Asset | ||
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| Last Dividend Paid vs Net Asset | ||
| Beta vs Bond Positions Weight |
Use FlexShares Core 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 Core 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 Core will appreciate offsetting losses from the drop in the long position's value.FlexShares Core Pair Trading
FlexShares Core Select Pair Trading Analysis
The ability to find closely correlated positions to FlexShares Core 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 Core 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 Core - 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 Core Select to buy it.
The correlation of FlexShares Core 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 Core moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if FlexShares Core Select 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 Core 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 Core position
In addition to having FlexShares Core 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 Investor Favorites Thematic Idea Now
Investor Favorites
Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 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 Investor Favorites Theme or any other thematic opportunities.
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To fully project FlexShares Core's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of FlexShares Core Select 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 Core's income statement, its balance sheet, and the statement of cash flows.