Flexshares Iboxx 5 Year Etf Profile

TDTF Etf  USD 23.65  0.05  0.21%   

Performance

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Odds Of Distress

Less than 9

 
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FlexShares IBoxx is trading at 23.65 as of the 28th of March 2024. This is a 0.21 percent increase since the beginning of the trading day. The etf's lowest day price was 23.61. FlexShares IBoxx 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 FlexShares IBoxx 5 Year are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The underlying index reflects the performance of a selection of inflation protected public obligations of the U.S. treasury, commonly known as TIPS, with a targeted average modified adjusted duration, as defined by the index provider, of approximately five years. More on FlexShares IBoxx 5 Year

Moving together with FlexShares Etf

  0.81TIP IShares TIPS BondPairCorr
  0.96SPIP SPDR Portfolio TIPSPairCorr
  0.79TDTT FlexShares IBoxx 3-YearPairCorr
  0.74TIPX SPDR Bloomberg 1-10PairCorr

Moving against FlexShares Etf

  0.49FNGU MicroSectors FANG IndexPairCorr
  0.49FNGO MicroSectors FANG IndexPairCorr
  0.48FNGG Direxion Daily SelectPairCorr

FlexShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. FlexShares IBoxx's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding FlexShares IBoxx or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaTips ETFs (View all Themes)
Business ConcentrationTips ETFs, Inflation-Protected Bond, Flexshares Trust (View all Sectors)
IssuerNorthern Trust
Inception Date2011-09-19
BenchmarkiBoxx 5-Year Target Duration TIPS Index
Entity TypeRegulated Investment Company
Asset Under Management796.04 Million
Average Trading Valume117,595.6
Asset TypeFixed Income
CategoryU.S. Government
FocusTIPS
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJ.P. Morgan Chase Bank, N.A.
AdvisorNorthern Trust Investments, Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorForeside Fund Services, LLC
Portfolio ManagerDaniel J. Personette, Michael R. Chico, Brandon P. Ferguson
Transfer AgentJPMorgan Chase Bank, N.A.
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents28.0
Market MakerFlow Traders
Total Expense0.19
Management Fee0.18
Country NameUSA
Returns Y T D(0.13)
NameFlexShares iBoxx 5-Year Target Duration TIPS Index Fund
Currency CodeUSD
Open FigiBBG00243PC28
In Threey Volatility6.81
1y Volatility5.68
200 Day M A23.3446
50 Day M A23.5136
CodeTDTF
Updated At27th of March 2024
Currency NameUS Dollar
FlexShares IBoxx 5 Year [TDTF] is traded in USA and was established 2011-09-19. The fund is listed under Inflation-Protected Bond category and is part of Flexshares Trust family. The entity is thematically classified as Tips ETFs. FlexShares IBoxx 5-Year at this time have 624.11 M in assets. , while the total return for the last 3 years was -0.2%.
Check FlexShares IBoxx Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on FlexShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding FlexShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as FlexShares IBoxx 5 Year Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top FlexShares IBoxx 5 Year Etf Constituents

United States Treasury Bonds 3.62%4.66%
United States Treasury Notes 0.12%4.35%
United States Treasury Notes 0.25%4.44%
United States Treasury Notes 0.5%4.19%
United States Treasury Notes 0.62%4.7%
United States Treasury Notes 0.38%4.5%

FlexShares IBoxx Target Price Odds Analysis

In reference to a normal probability distribution, the odds of FlexShares IBoxx jumping above the current price in 90 days from now is about 15.87%. The FlexShares IBoxx 5 Year probability density function shows the probability of FlexShares IBoxx etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days FlexShares IBoxx has a beta of 0.066. This usually implies as returns on the market go up, FlexShares IBoxx average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding FlexShares IBoxx 5 Year will be expected to be much smaller as well. Additionally, flexShares IBoxx 5 Year has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 23.65HorizonTargetOdds Above 23.65
82.81%90 days
 23.65 
15.87%
Based on a normal probability distribution, the odds of FlexShares IBoxx to move above the current price in 90 days from now is about 15.87 (This FlexShares IBoxx 5 Year probability density function shows the probability of FlexShares Etf to fall within a particular range of prices over 90 days) .

FlexShares IBoxx Top Holders

BNDCFlexShares Core SelectEtfIntermediate Core Bond
BBALXNorthern Global TacticalMutual FundWorld Allocation
GEFAXCmg Mauldin SolutionsMutual FundTactical Allocation
GEFIXCmg Mauldin SolutionsMutual FundTactical Allocation
More Details

FlexShares IBoxx 5-Year Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. FlexShares IBoxx market risk premium is the additional return an investor will receive from holding FlexShares IBoxx long position in a well-diversified portfolio. 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 FlexShares IBoxx. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although FlexShares IBoxx's alpha and beta are two of the key measurements used to evaluate FlexShares IBoxx's performance over the market, the standard measures of volatility play an important role as well.

FlexShares IBoxx Against Markets

Picking the right benchmark for FlexShares IBoxx etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in FlexShares IBoxx etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for FlexShares IBoxx is critical whether you are bullish or bearish towards FlexShares IBoxx 5 Year at a given time. Please also check how FlexShares IBoxx's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in FlexShares IBoxx without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy FlexShares Etf?

Before investing in FlexShares IBoxx, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in FlexShares IBoxx. To buy FlexShares IBoxx etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of FlexShares IBoxx. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase FlexShares IBoxx etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located FlexShares IBoxx 5 Year etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased FlexShares IBoxx 5 Year etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as FlexShares IBoxx 5 Year, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy FlexShares Etf please use our How to Invest in FlexShares IBoxx guide.

Already Invested in FlexShares IBoxx 5 Year?

The danger of trading FlexShares IBoxx 5 Year is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of FlexShares IBoxx is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than FlexShares IBoxx. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile FlexShares IBoxx 5-Year is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether FlexShares IBoxx 5-Year is a strong investment it is important to analyze FlexShares IBoxx'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 FlexShares IBoxx's future performance. For an informed investment choice regarding FlexShares Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in FlexShares IBoxx 5 Year. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.
You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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When running FlexShares IBoxx's price analysis, check to measure FlexShares IBoxx'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 FlexShares IBoxx is operating at the current time. Most of FlexShares IBoxx's value examination focuses on studying past and present price action to predict the probability of FlexShares IBoxx's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FlexShares IBoxx's price. Additionally, you may evaluate how the addition of FlexShares IBoxx to your portfolios can decrease your overall portfolio volatility.
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The market value of FlexShares IBoxx 5-Year is measured differently than its book value, which is the value of FlexShares that is recorded on the company's balance sheet. Investors also form their own opinion of FlexShares IBoxx's value that differs from its market value or its book value, called intrinsic value, which is FlexShares IBoxx'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 FlexShares IBoxx's market value can be influenced by many factors that don't directly affect FlexShares IBoxx'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 FlexShares IBoxx's value and its price as these two are different measures arrived at by different means. Investors typically determine if FlexShares IBoxx is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FlexShares IBoxx'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.