(INFU) Lyxor US$ 10Y Inflation - Ratings and Ratios

The Lyxor US$10Y Inflation Expectations UCITS ETF - C-USD EUR (PA:INFU) is an exchange-traded fund that provides exposure to US 10-year inflation expectations. As an ETF, it allows investors to trade this specific market view with the flexibility of a stock.

To understand the funds performance, we can analyze its price movements. Although the current price is 115.79, its below its 200-day moving average of 120.64, indicating a downtrend. The Average True Range (ATR) of 0.27, or 0.24%, suggests relatively low volatility. Key Performance Indicators (KPIs) to monitor include the funds tracking error, which measures its deviation from the underlying index, and its expense ratio, which affects its net returns.

With Assets Under Management (AUM) of 207.17M EUR, the fund has a moderate size, suggesting sufficient liquidity for most investors. To further evaluate its attractiveness, we should consider its correlation with other assets in a portfolio, its historical returns during different market conditions, and its Sharpe ratio, which assesses risk-adjusted performance. These metrics will help determine if the ETF aligns with an investors strategy and risk tolerance.

Investors should also be aware of the underlying index methodology and how it reflects US 10-year inflation expectations. Understanding the index construction and rebalancing frequency is crucial for anticipating potential changes in the ETFs holdings and performance. Additionally, comparing the ETFs performance and characteristics with those of similar funds can help identify the most suitable investment.