IndexIQ Financial Statements From 2010 to 2024

IndexIQ financial statements provide useful quarterly and yearly information to potential IndexIQ investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on IndexIQ financial statements helps investors assess IndexIQ's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting IndexIQ's valuation are summarized below:
IndexIQ does not presently have any fundamental trends for analysis. .
Check IndexIQ financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among IndexIQ main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . IndexIQ financial statements analysis is a perfect complement when working with IndexIQ Valuation or Volatility modules.
  
This module can also supplement various IndexIQ Technical models . Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in persons.

IndexIQ Beta Analysis

IndexIQ's 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 will be 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.

Beta

 = 

Covariance

Variance

More About Beta | All Equity Analysis

Current IndexIQ Beta

    
  0.83  
Most of IndexIQ's fundamental indicators, such as Beta, 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, IndexIQ is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

IndexIQ Beta Component Assessment

In accordance with the recently published financial statements, IndexIQ has a Beta of 0.83. This is much higher than that of the IndexIQ family and significantly higher than that of the Family category. The beta for all United States etfs is notably lower than that of the firm.

IndexIQ Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining IndexIQ's current stock value. Our valuation model uses many indicators to compare IndexIQ value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IndexIQ competition to find correlations between indicators driving IndexIQ's intrinsic value. More Info.
IndexIQ is the top ETF in beta as compared to similar ETFs. It is the top ETF in price to book as compared to similar ETFs fabricating about  2.99  of Price To Book per Beta. . Comparative valuation analysis is a catch-all model that can be used if you cannot value IndexIQ by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for IndexIQ's Etf . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 IndexIQ's earnings, one of the primary drivers of an investment's value.

About IndexIQ Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include IndexIQ income statement, its balance sheet, and the statement of cash flows. IndexIQ investors use historical funamental indicators, such as IndexIQ's revenue or net income, to determine how well the company is positioned to perform in the future. Although IndexIQ investors may use each financial statement separately, they are all related. The changes in IndexIQ's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on IndexIQ's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on IndexIQ Financial Statements. Understanding these patterns can help to make the right decision on long term investment in IndexIQ. Please read more on our technical analysis and fundamental analysis pages.
The underlying index seeks to provide investors with a hedge against the inflation rate by providing diversified exposure to assets expected to benefit directly or indirectly from increases in the prices of goods and services that have exhibited positive correlation to the CPI over long-term historical periods. IQ Real is traded on NYSEARCA Exchange in the United States.

Pair Trading with IndexIQ

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 IndexIQ 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 IndexIQ will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to IndexIQ could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IndexIQ 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 IndexIQ - 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 IndexIQ to buy it.
The correlation of IndexIQ is a statistical measure of how it moves in relation to other equities. 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 IndexIQ moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if IndexIQ 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 IndexIQ 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.
Pair CorrelationCorrelation Matching
When determining whether IndexIQ offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IndexIQ's 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 Indexiq Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Indexiq Etf:
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in persons.
You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

Complementary Tools for IndexIQ Etf analysis

When running IndexIQ's price analysis, check to measure IndexIQ's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IndexIQ is operating at the current time. Most of IndexIQ's value examination focuses on studying past and present price action to predict the probability of IndexIQ's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IndexIQ's price. Additionally, you may evaluate how the addition of IndexIQ to your portfolios can decrease your overall portfolio volatility.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
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.