Factorshares 2x Sp500 Etf Fundamentals
FactorShares 2X SP500 fundamentals help investors to digest information that contributes to FactorShares' financial success or failures. It also enables traders to predict the movement of FactorShares Etf. The fundamental analysis module provides a way to measure FactorShares' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to FactorShares etf.
FactorShares |
FactorShares 2X SP500 ETF Year To Date Return Analysis
FactorShares' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current FactorShares Year To Date Return | 23.63 % |
Most of FactorShares' fundamental indicators, such as Year To Date Return, 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, FactorShares 2X SP500 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionFactorShares Year To Date Return Component Assessment
According to the company's disclosures, FactorShares 2X SP500 has a Year To Date Return of 23.63%. This is 450.07% lower than that of the Category family and notably lower than that of the Family category. The year to date return for all United States etfs is notably lower than that of the firm.
FactorShares Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses FactorShares' direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of FactorShares could also be used in its relative valuation, which is a method of valuing FactorShares by comparing valuation metrics of similar companies.FactorShares is one of the top ETFs in year to date return as compared to similar ETFs.
Fund Asset Allocation for FactorShares
The fund invests 66.09% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.07%) and various exotic instruments.Asset allocation divides FactorShares' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
FactorShares Fundamentals
| Year To Date Return | 23.63 % | |||
| One Year Return | (16.33) % | |||
| Net Asset | 2.65 M | |||
| Equity Positions Weight | 66.09 % | |||
| Bond Positions Weight | 0.07 % |
Thematic Opportunities
Explore Investment Opportunities
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Consideration for investing in FactorShares Etf
If you are still planning to invest in FactorShares 2X SP500 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the FactorShares' history and understand the potential risks before investing.
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