(HFXI) IQ 50 Percent Hedged FTSE - Ratings and Ratios
International,Equity,Large,Blend,Hedged
Description: HFXI IQ 50 Percent Hedged FTSE
The IQ50 Percent Hedged FTSE International ETF (HFXI) is a Foreign Large Blend ETF listed on NYSE ARCA, originating from the USA. As a hedged ETF, it aims to mitigate currency risks associated with international investments.
HFXIs investment strategy focuses on large-cap foreign stocks, with a 50% hedge against currency fluctuations. This hedging strategy is designed to reduce the impact of exchange rate movements on the funds returns, providing a more stable investment experience. Key Performance Indicators (KPIs) to monitor for HFXI include tracking error, hedging costs, and the overall performance of the underlying FTSE international index.
The ETFs performance is closely tied to key economic drivers such as global economic growth, international trade, and currency markets. Macroeconomic factors, including interest rates, inflation, and geopolitical events, can also impact HFXIs returns. Investors should keep a close eye on these factors to anticipate potential shifts in the ETFs performance.
With Assets Under Management (AUM) of $1.061 billion, HFXI has achieved a significant scale, which can contribute to lower expense ratios and improved liquidity. The ETFs liquidity, as measured by its average trading volume of 82,600 shares, is relatively robust, allowing investors to enter and exit positions with relative ease.
HFXI ETF Overview
| Market Cap in USD | 1,062m |
| Category | Foreign Large Blend |
| TER | 0.20% |
| IPO / Inception | 2015-07-22 |
HFXI ETF Ratings
| Growth Rating | 71.5% |
| Fundamental | - |
| Dividend Rating | 55.4% |
| Return 12m vs S&P 500 | -3.02% |
| Analyst Rating | - |
HFXI Dividends
| Dividend Yield 12m | 2.68% |
| Yield on Cost 5y | 4.45% |
| Annual Growth 5y | 8.98% |
| Payout Consistency | 89.9% |
| Payout Ratio | % |
HFXI Growth Ratios
| Growth Correlation 3m | 89.7% |
| Growth Correlation 12m | 79.4% |
| Growth Correlation 5y | 83.4% |
| CAGR 5y | 11.98% |
| CAGR/Max DD 5y | 0.54 |
| Sharpe Ratio 12m | 1.15 |
| Alpha | 0.54 |
| Beta | 0.745 |
| Volatility | 10.75% |
| Current Volume | 76.9k |
| Average Volume 20d | 103.5k |
| Stop Loss | 29.5 (-3.1%) |
| Signal | 0.33 |
What is the price of HFXI shares?
Over the past week, the price has changed by -1.62%, over one month by +2.22%, over three months by +5.90% and over the past year by +13.43%.
Is IQ 50 Percent Hedged FTSE a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of HFXI is around 30.73 USD . This means that HFXI is currently overvalued and has a potential downside of 0.99%.
Is HFXI a buy, sell or hold?
What are the forecasts/targets for the HFXI price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 34.3 | 12.8% |
Last update: 2025-08-27 04:39
HFXI Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 0.8
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.06b USD (1.06b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 1.06b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.06b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(1.06b)/V(0.0) * Re(8.76%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 8.76% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for HFXI ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle