Iq Real Return Etf Performance
| CPI Etf | USD 25.50 0.09 0.35% |
The etf owns a Beta (Systematic Risk) of 0.3731, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IQ Real returns are expected to increase less than the market. However, during the bear market, the loss on holding IQ Real will be expected to be smaller as well. Although it is important to respect IQ Real Return existing price patterns, it is better to be realistic regarding the information on the equity's price patterns. Our main way in which we are determining future performance of any etf is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By inspecting IQ Real Return technical indicators, you can at this moment evaluate if the expected return of 0.0163% will be sustainable into the future.
CPI Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in IQ Real Return are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, IQ Real is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | VOO ETF New CPI Data Could Indicate A Strong 2024 For SP 500 - Seeking Alpha | 10/13/2023 |
2 | SOXL, CPI Big ETF Outflows - Nasdaq | 11/27/2023 |
3 | TIPS Appetite Cools in November on Signs of Easing US Inflation - Bloomberg | 12/01/2023 |
| In Threey Sharp Ratio | -0.28 |
CPI |
IQ Real Relative Risk vs. Return Landscape
If you would invest 2,534 in IQ Real Return on September 7, 2023 and sell it today you would earn a total of 25.00 from holding IQ Real Return or generate 0.99% return on investment over 90 days. IQ Real Return is generating 0.0163% of daily returns assuming volatility of 0.3707% on return distribution over 90 days investment horizon. In other words, 3% of etfs are less volatile than CPI, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IQ Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IQ Real's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IQ Real Return, and traders can use it to determine the average amount a IQ Real'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 = 0.0438
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CPI |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average IQ Real is performing at about 3% of its full potential. 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 IQ Real by adding it to a well-diversified portfolio.
IQ Real Fundamentals Growth
CPI Etf prices reflect investors' perceptions of the future prospects and financial health of IQ Real, and IQ Real 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 CPI Etf performance.
| Price To Earning | 22.44 X | |||
| Price To Book | 2.48 X | |||
| Price To Sales | 2.88 X | |||
| Total Asset | 10.78 M | |||
About IQ Real Performance
To evaluate IQ Real Return Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when IQ Real generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare CPI Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand IQ Real Return market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents CPI's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to 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.Things to note about IQ Real Return performance evaluation
Checking the ongoing alerts about IQ Real for important developments is a great way to find new opportunities for your next move. Etf alerts and notifications screener for IQ Real Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| IQ Real Return is unlikely to experience financial distress in the next 2 years | |
| Latest headline from news.google.com: TIPS Appetite Cools in November on Signs of Easing US Inflation - Bloomberg | |
| The fund holds most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing IQ Real's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether IQ Real's stock is overvalued or undervalued compared to its peers.
- Examining IQ Real's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating IQ Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IQ Real's management team can help you assess the ETF's leadership.
- Pay attention to analyst opinions and ratings of IQ Real's etf. These opinions can provide insight into IQ Real's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in IQ Real Return. 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Complementary Tools for CPI Etf analysis
When running IQ Real's price analysis, check to measure IQ Real'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 IQ Real is operating at the current time. Most of IQ Real's value examination focuses on studying past and present price action to predict the probability of IQ Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IQ Real's price. Additionally, you may evaluate how the addition of IQ Real to your portfolios can decrease your overall portfolio volatility.
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The market value of IQ Real Return is measured differently than its book value, which is the value of CPI that is recorded on the company's balance sheet. Investors also form their own opinion of IQ Real's value that differs from its market value or its book value, called intrinsic value, which is IQ Real'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 IQ Real's market value can be influenced by many factors that don't directly affect IQ Real'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 IQ Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if IQ Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IQ Real'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.