Ipath Series B Etf Profile

VXZ Etf  USD 48.88  0.39  0.79%   

Performance

0 of 100

 
Weak
 
Strong
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Odds Of Distress

Less than 9

 
High
 
Low
Low
IPath Series is trading at 48.88 as of the 7th of December 2024; that is 0.79% down since the beginning of the trading day. The etf's open price was 49.27. IPath Series has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of January 2023 and ending today, the 7th of December 2024. Click here to learn more.
The investment seeks to provide investors with exposure to the SP 500 VIX Mid-Term Futures Index Total Return. iPath SP is traded on Archipelago Exchange in USA. More on iPath Series B

Moving together with IPath Etf

  0.92VXX iPath Series BPairCorr
  0.92VIXY ProShares VIX ShortPairCorr
  1.0VIXM ProShares VIX Mid Low VolatilityPairCorr
  0.72UDN Invesco DB DollarPairCorr

Moving against IPath Etf

  0.81WINN Harbor Long TermPairCorr
  0.78TQQQ ProShares UltraPro QQQ Aggressive PushPairCorr
  0.77EUO ProShares UltraShort EuroPairCorr
  0.74UUP Invesco DB DollarPairCorr
  0.7SHLD Global X FundsPairCorr
  0.58CEFD ETRACS Monthly PayPairCorr

IPath Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationVolatility ETFs, Absolute Returns ETFs, Trading--Miscellaneous, Milleis Investissements Funds (View all Sectors)
IssuerBarclays Capital
Inception Date2018-01-17
BenchmarkS&P 500 VIX Short-Term Futures Index
Entity TypeExchange-Traded Note
Asset Under Management32.6 Million
Asset TypeMulti Asset
CategoryAbsolute Returns
FocusVolatility
Market ConcentrationDeveloped Markets
RegionNorth America
Fiscal Year End31-Dec
ExchangeCboe BZX Exchange, Inc.
Market MakerVirtu Financial
Country NameUSA
Returns Y T D(14.94)
NameiPath Series B SP 500 VIX Mid-Term Futures ETN
Currency CodeUSD
Open FigiBBG00JQ5LMQ8
In Threey Volatility23.16
1y Volatility17.78
200 Day M A52.0037
50 Day M A51.1717
CodeVXZ
Updated At6th of December 2024
Currency NameUS Dollar
In Threey Sharp Ratio(1.24)
TypeETF
iPath Series B [VXZ] is traded in USA and was established 2009-01-29. The fund is classified under Trading--Miscellaneous category within Milleis Investissements Funds family. The entity is thematically classified as Volatility ETFs. iPath Series B at this time have 47.78 M in net assets. , while the total return for the last 3 years was -24.5%.
Check IPath Series Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IPath Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IPath Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iPath Series B Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top iPath Series B Etf Constituents

CBOE VIX Future MAY 1233.32%
CBOE VIX Future APR 1233.41%
CBOE VIX Future JUN 1212.48%
CBOE VIX Future MAR 1220.8%

iPath Series B Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IPath Series. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IPath Series Against Markets

When determining whether iPath Series B offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IPath Series' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ipath Series B Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ipath Series B Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iPath Series B. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of iPath Series B is measured differently than its book value, which is the value of IPath that is recorded on the company's balance sheet. Investors also form their own opinion of IPath Series' value that differs from its market value or its book value, called intrinsic value, which is IPath Series' 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 IPath Series' market value can be influenced by many factors that don't directly affect IPath Series' 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 IPath Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if IPath Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IPath Series' 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.