Global X Interest Etf Profile

IRVH Etf  USD 20.28  0.08  0.40%   

Performance

0 of 100

 
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Odds Of Distress

Less than 9

 
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Low
Global X is trading at 20.28 as of the 28th of November 2024. This is a 0.40 percent increase since the beginning of the trading day. The etf's open price was 20.2. Global X 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. Equity ratings for Global X Interest are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The investment seeks to hedge relative interest rate movements arising from a steepening of the U.S. interest rate curve, and to benefit from periods of market stress when interest rate volatility increases, while also providing inflation-protected income. More on Global X Interest

Moving together with Global Etf

  0.92TIP iShares TIPS BondPairCorr
  0.91SPIP SPDR Portfolio TIPSPairCorr
  0.99IVOL Quadratic Interest RatePairCorr
  0.82JCPI JPMorgan InflationPairCorr
  0.92TDTF FlexShares iBoxx 5PairCorr
  0.95LTPZ PIMCO 15 YearPairCorr

Moving against Global Etf

  0.9CPII Ionic Inflation ProtPairCorr
  0.83VUG Vanguard Growth IndexPairCorr
  0.82VO Vanguard Mid CapPairCorr
  0.81VTI Vanguard Total StockPairCorr
  0.81VB Vanguard Small CapPairCorr
  0.79SPY SPDR SP 500 Aggressive PushPairCorr

Global Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Theme ETFs, Inflation-Protected Bond, Global X Funds (View all Sectors)
IssuerGlobal X
Inception Date2022-07-05
Entity TypeRegulated Investment Company
Asset Under Management2.22 Million
Asset TypeMulti Asset
CategoryStrategy
FocusTheme
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorGlobal X Management Company LLC
AdvisorGlobal X Management Company LLC
CustodianBrown Brothers Harriman & Co.
DistributorSEI Investments Distribution Co.
Portfolio ManagerNam To, Wayne Xie, Kimberly Chan, Vanessa Yang, William Helm, Sandy Lu
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End30-Nov
ExchangeNYSE Arca, Inc.
Number of Constituents48.0
Market MakerJane Street
Total Expense0.5
Management Fee0.45
200 Day M A20.8301
Country NameUSA
50 Day M A20.8619
CodeIRVH
Updated At27th of November 2024
Returns Y T D(4.98)
NameGlobal X Interest Rate Volatility Inflation Hedge ETF
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG018CXW4P4
TypeETF
1y Volatility7.5
Global X Interest [IRVH] is traded in USA and was established 2022-07-05. The fund is listed under Inflation-Protected Bond category and is part of Global X Funds family. The entity is thematically classified as Strategy ETFs. Global X Interest currently have 2.91 M in assets under management (AUM). , while the total return for the last year was -1.9%.
Check Global X Probability Of Bankruptcy

Top Global X Interest Etf Constituents

United States Treasury Notes 0.125%3.97%
United States Treasury Bonds 0.75%8.48%
United States Treasury Bonds 0.125%2.33%
United States Treasury Bonds 1.75%7.3%
United States Treasury Bonds 0.875%3.0299999%
United States Treasury Notes 0.875%19.18%

Global X Interest 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 Global X. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Global X Against Markets

When determining whether Global X Interest is a strong investment it is important to analyze Global X's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Global X's future performance. For an informed investment choice regarding Global Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Global X Interest. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of Global X Interest is measured differently than its book value, which is the value of Global that is recorded on the company's balance sheet. Investors also form their own opinion of Global X's value that differs from its market value or its book value, called intrinsic value, which is Global X'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 Global X's market value can be influenced by many factors that don't directly affect Global X'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 Global X's value and its price as these two are different measures arrived at by different means. Investors typically determine if Global X is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Global X'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.