IShares IBonds Competition

B28A Etf

5.48 0.01 0.18%

iShares iBonds Dec competes with Lyxor UCITS, Lyxor UCITS, Lyxor UCITS, Amundi CAC, and Gold Bullion; as well as few others. Analyzing IShares IBonds competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of IShares IBonds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities 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 board of governors.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of IShares IBonds competition on your existing holdings.

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IShares IBonds Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares IBonds and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of IShares and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of iShares iBonds Dec does not affect the price movement of the other competitor.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.65	-0.5	-0.31	0.54	0.25	0.61	0.33	-0.28	-0.41	META
MSFT	0.65		-0.6	-0.14	0.49	0.1	0.46	0.26	-0.05	-0.77	MSFT
UBER	-0.5	-0.6		0.27	-0.75	0.15	-0.73	-0.51	0.52	0.64	UBER
F	-0.31	-0.14	0.27		0.08	-0.4	0.09	0.36	-0.17	0.44	F
T	0.54	0.49	-0.75	0.08		-0.28	0.9	0.82	-0.72	-0.38	T
A	0.25	0.1	0.15	-0.4	-0.28		-0.31	-0.5	0.65	0.01	A
CRM	0.61	0.46	-0.73	0.09	0.9	-0.31		0.89	-0.81	-0.32	CRM
JPM	0.33	0.26	-0.51	0.36	0.82	-0.5	0.89		-0.85	-0.12	JPM
MRK	-0.28	-0.05	0.52	-0.17	-0.72	0.65	-0.81	-0.85		0.07	MRK
XOM	-0.41	-0.77	0.64	0.44	-0.38	0.01	-0.32	-0.12	0.07		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

CRM	+ 0.9	T
JPM	+ 0.89	CRM
JPM	+ 0.82	T
MSFT	+ 0.65	META
MRK	+ 0.65	A
XOM	+ 0.64	UBER

High negative correlations

MRK	- 0.85	JPM
MRK	- 0.81	CRM
XOM	- 0.77	MSFT
T	- 0.75	UBER
CRM	- 0.73	UBER
MRK	- 0.72	T

IShares IBonds Competition Risk-Adjusted Indicators

There is a big difference between IShares Etf performing well and IShares IBonds ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IShares IBonds' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.20	0.14	0.09	0.25	1.39	(1.35)	3.22	(3.15)	8.02
MSFT	0.89	0.01	0.00	0.03	1.62	(0.80)	1.83	(2.23)	8.14
UBER	1.73	(0.30)	0.00	(0.30)	0.00	0.00	2.67	(5.35)	20.41
F	1.43	(0.15)	0.00	(0.82)	0.00	0.00	2.53	(2.90)	11.21
T	0.97	0.06	0.04	0.29	1.16	(1.05)	1.93	(1.99)	7.95
A	1.25	(0.07)	0.00	(0.12)	0.00	0.00	2.71	(2.42)	9.02
CRM	1.54	0.42	0.25	0.31	1.29	(1.75)	3.59	(2.88)	14.80
JPM	1.03	0.15	0.13	0.11	1.09	(1.19)	1.65	(1.44)	15.87
MRK	0.95	(0.26)	0.00	(1.06)	0.00	0.00	1.72	(2.17)	5.17
XOM	0.91	(0.12)	0.00	(0.35)	0.00	0.00	1.83	(2.14)	6.06

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IShares IBonds Competitive Analysis

The better you understand IShares IBonds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares IBonds' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across IShares IBonds' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	B28A	JPNH	JPN	MSE	CAC	GBS	CACC	EMLD	XEU	HHH
	0.18 5.48 IShares	0.62 217.20 Lyxor	0.06 162.75 Lyxor	0.28 52.80 Lyxor	0.26 71.64 Amundi	0.91 231.64 Gold	0.14 34.99 Lyxor	0.33 52.41 SSgA	0.00 40.13 Xtrackers	0.23 57.80 HSBC
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Modest	Weak	Very Weak	Very Weak	OK	Very Weak	Insignificant	Very Weak	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Sell	Sell	Sell	Sell	Sell	Sell	Cautious Hold	Strong Hold	Strong Buy
Price To Sales		0.69	0.69	1.02	0.96	N/A	N/A	N/A	1.08	1.86
Equity Positions Weight		100.0	100.0	100.0	100.0	N/A	100.0	N/A	99.84	91.92
Holdings Turnover		N/A	N/A	N/A	N/A	N/A	N/A	44.07	N/A	6.28
Three Year Return		4.08	6.62	8.18	12.7	-2.38	N/A	2.98	8.5	13.96
Net Asset		13.29 B	13.29 B	8.06 B	4.39 B	4.07 B	3.8 B	3.33 B	3.21 B	2.95 B
Price To Book		1.15	1.15	1.52	1.41	N/A	N/A	N/A	1.64	2.66
Five Year Return		9.84	8.02	8.28	8.52	-5.32	N/A	-0.45	1.33	10.74
One Year Return		24.69	-3.84	42.91	7.3	-6.28	40.55	7.89	N/A	8.94
Last Dividend Paid		1.51	1.54	0.15	1.57	N/A	N/A	N/A	N/A	N/A
Bond Positions Weight		N/A	N/A	N/A	N/A	N/A	N/A	99.36	N/A	N/A
Ten Year Return		N/A	7.85	6.39	9.39	6.24	N/A	N/A	6.79	N/A
Price To Earning		15.09	15.09	14.63	14.48	N/A	N/A	N/A	16.26	19.06
Day Typical Price	5.47	216.12	161.92	52.58	71.4	231.49	34.86	52.33	40.13	57.4
Accumulation Distribution	23.97	28.43	3.63	11012.08	493.23	49.41	2499.39	2.02	N/A	104.55
Market Facilitation Index	0.0	0.0018	0.0106	0.0	0.0	5.0E-4	0.0	5.0E-4	N/A	3.0E-4
Daily Balance Of Power	0.5	(0.40)	(0.04)	(0.22)	(0.21)	0.897	(0.11)	0.7391	0.0	0.1057
Period Momentum Indicator	0.01	(1.35)	(0.09)	(0.15)	(0.19)	2.09	(0.05)	0.17	N/A	0.13
Rate Of Daily Change	1.0	0.99	1.0	1.0	1.0	1.01	1.0	1.0	1.0	1.0
Day Median Price	5.47	215.58	161.5	52.48	71.29	231.42	34.8	52.3	40.13	57.2
Price Action Indicator	0.015	0.95	1.2	0.25	0.26	1.27	0.17	0.2	N/A	0.67
Relative Strength Index	53.08	55.54	52.1	54.3	48.36	53.53	47.48	55.84	N/A	67.48
Coefficient Of Variation	1231.79	1144.46	3065.61	(8,944)	(1,539)	805.92	(1,576)	2731.98	N/A	468.32
Mean Deviation	0.1454	0.7475	0.6746	0.7075	0.6716	0.6913	0.6869	0.2318	N/A	0.507
Jensen Alpha	0.0056	0.0764	0.0184	(0.02)	(0.06)	0.1059	(0.06)	2.0E-4	N/A	0.152
Total Risk Alpha	8.0E-4	0.0455	(0.01)	(0.05)	(0.09)	0.0778	(0.09)	(0.01)	N/A	0.1336
Sortino Ratio	(0.06)	0.0508	(0.01)	N/A	N/A	0.079	N/A	(0.06)	N/A	0.2046
Downside Variance	0.0763	0.9833	0.6089	N/A	N/A	1.07	N/A	0.1365	N/A	0.4239
Standard Deviation	0.2085	0.9585	0.8627	0.8808	0.8574	0.9279	0.8754	0.3244	N/A	0.7804
Kurtosis	1.74	0.2456	(0.02)	0.0229	0.6976	1.87	0.7916	1.17	N/A	9.9
Potential Upside	0.3676	1.48	1.38	1.09	1.24	1.57	1.31	0.515	N/A	1.04
Treynor Ratio	0.1215	(0.66)	(1.68)	0.3795	0.8143	(3.19)	0.7796	0.0263	N/A	0.7911
Maximum Drawdown	1.11	5.1	3.86	4.47	4.94	5.45	5.07	1.72	N/A	5.47
Variance	0.0435	0.9187	0.7443	0.7758	0.7352	0.8609	0.7663	0.1052	N/A	0.609
Market Risk Adjusted Performance	0.1315	(0.65)	(1.67)	0.3895	0.8243	(3.18)	0.7896	0.0363	N/A	0.8011
Risk Adjusted Performance	0.0364	0.0711	0.0267	(0.01)	(0.05)	0.1	(0.05)	0.0146	N/A	0.1694
Skewness	0.4876	(0.08)	0.3136	(0.15)	(0.23)	(0.63)	(0.19)	(0.05)	N/A	1.57
Semi Deviation	0.0933	0.8937	0.7501	N/A	N/A	0.8968	N/A	0.3128	N/A	0.394
Information Ratio	(0.08)	0.0525	(0.01)	(0.05)	(0.10)	0.0881	(0.10)	(0.07)	N/A	0.1707
Value At Risk	(0.37)	(1.50)	(1.32)	(1.52)	(1.32)	(1.40)	(1.27)	(0.56)	N/A	(1.00)
Expected Short fall	(0.25)	(0.75)	(0.77)	N/A	N/A	(0.70)	N/A	(0.24)	N/A	(0.61)
Downside Deviation	0.2763	0.9916	0.7803	N/A	N/A	1.03	N/A	0.3695	N/A	0.651
Semi Variance	0.0087	0.7987	0.5626	N/A	N/A	0.8043	N/A	0.0978	N/A	0.1553

IShares IBonds Competition Performance Charts

Five steps to successful analysis of IShares IBonds Competition

IShares IBonds' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by iShares iBonds Dec in relation to its competition. IShares IBonds' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of IShares IBonds in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact IShares IBonds' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares iBonds Dec, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your IShares IBonds position

In addition to having IShares IBonds in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Fund or Etfs that invest in markets of developing countries. The Emerging Markets Funds theme has 41 constituents at this time.

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