Lyxor UCITS Financial Statements From 2010 to 2024
| BXX Etf | EUR 0.77 0.01 1.32% |
Check Lyxor UCITS financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Lyxor main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Lyxor financial statements analysis is a perfect complement when working with Lyxor UCITS Valuation or Volatility modules.
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Lyxor UCITS Stoxx ETF One Year Return Analysis
Lyxor UCITS's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lyxor UCITS One Year Return | (17.38) % |
Most of Lyxor UCITS's fundamental indicators, such as One Year 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, Lyxor UCITS Stoxx is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Lyxor UCITS Stoxx has an One Year Return of -17.38%. This is 368.46% higher than that of the Category family and notably higher than that of the Family category. The one year return for all France etfs is notably higher than that of the company.
About Lyxor UCITS Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Lyxor UCITS income statement, its balance sheet, and the statement of cash flows. Lyxor UCITS investors use historical funamental indicators, such as Lyxor UCITS's revenue or net income, to determine how well the company is positioned to perform in the future. Although Lyxor UCITS investors may use each financial statement separately, they are all related. The changes in Lyxor UCITS's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Lyxor UCITS'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 Lyxor UCITS Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Lyxor UCITS. Please read more on our technical analysis and fundamental analysis pages.
The Lyxor EURO STOXX 50 Daily Inverse UCITS ETF is a UCITS compliant exchange traded fund that aims to track the benchmark index EURO STOXX 50 Double Short Index.The EURO STOXX 50 Double Short Index is linked to the performance of the EURO STOXX 50 Index in an inverse way - a positive development of the EURO STOXX 50 Index will result in a negative change with a leveraged ratio of 2 in the EURO STOXX 50 Double Short Index and vice versa.I.e. if the underlying EURO STOXX 50 Index is down 2, the EURO STOXX 50 Double Short index is up 4 percent and vice versa, plus interest earned on the investment. LYXOR ETF is traded on Paris Stock Exchange in France.
Pair Trading with Lyxor UCITS
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 Lyxor UCITS 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 Lyxor UCITS will appreciate offsetting losses from the drop in the long position's value.Moving against Lyxor Etf
| 0.98 | CAC | Lyxor UCITS CAC | PairCorr |
| 0.98 | CACC | Lyxor CAC 40 | PairCorr |
| 0.96 | MSE | Lyxor UCITS Stoxx | PairCorr |
| 0.93 | CEU | Amundi Index Solutions | PairCorr |
| 0.93 | CEU2 | Amundi Index Solutions | PairCorr |
The ability to find closely correlated positions to Lyxor UCITS could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lyxor UCITS 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 Lyxor UCITS - 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 Lyxor UCITS Stoxx to buy it.
The correlation of Lyxor UCITS is a statistical measure of how it moves in relation to other instruments. 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 Lyxor UCITS moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lyxor UCITS Stoxx 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 Lyxor UCITS 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.Check out the analysis of Lyxor UCITS Correlation against competitors. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..