Ishares Currency Hedged Etf Profile
HAWX Etf | USD 32.68 0.08 0.24% |
Performance3 of 100
| Odds Of DistressLess than 9
|
IShares Currency is trading at 32.68 as of the 26th of November 2024; that is 0.24 percent decrease since the beginning of the trading day. The etf's open price was 32.76. IShares Currency has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for iShares Currency Hedged are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities and other instruments of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. More on iShares Currency Hedged
Moving against IShares Etf
IShares Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Large Cap ETFs, Size And Style ETFs, Foreign Large Blend, iShares (View all Sectors) |
Issuer | iShares |
Inception Date | 2015-06-29 |
Benchmark | MSCI ACWI ex USA 100% Hedged to USD Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 227.11 Million |
Average Trading Valume | 18,080.5 |
Asset Type | Equity |
Category | Size and Style |
Focus | Large Cap |
Market Concentration | Blended Development |
Region | Global ex-U.S. |
Administrator | State Street Bank and Trust Company |
Advisor | BlackRock Fund Advisors |
Custodian | State Street Bank and Trust Company |
Distributor | BlackRock Investments, LLC |
Portfolio Manager | Diane Hsiung, Jennifer Hsui, Orlando Montalvo, Greg Savage, Alan Mason |
Transfer Agent | State Street Bank and Trust Company |
Fiscal Year End | 31-Jul |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 235 |
Market Maker | Flow Traders |
Total Expense | 0.7 |
Management Fee | 0.38 |
Country Name | USA |
Returns Y T D | 14.77 |
Name | iShares Currency Hedged MSCI ACWI ex U.S. ETF |
Currency Code | USD |
Open Figi | BBG009HYW4B1 |
In Threey Volatility | 11.99 |
1y Volatility | 7.43 |
200 Day M A | 31.8405 |
50 Day M A | 32.8188 |
Code | HAWX |
Updated At | 26th of November 2024 |
Currency Name | US Dollar |
iShares Currency Hedged [HAWX] is traded in USA and was established 2015-06-29. The fund is listed under Foreign Large Blend category and is part of iShares family. The entity is thematically classified as Large Cap ETFs. iShares Currency Hedged currently have 120.08 M in assets under management (AUM). , while the total return for the last 3 years was 6.9%.
Check IShares Currency 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 IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares 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 iShares Currency Hedged 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 iShares Currency Hedged Etf Constituents
AUD | PIMCO | Etf | Communication Services | |
ACWX | iShares MSCI ACWI | Etf | Foreign Large Blend | |
HKD | AMTD Digital | Stock | Information Technology | |
USD | ProShares Ultra Semiconductors | Etf | Trading--Leveraged Equity | |
IDR | Idaho Strategic Resources | Stock | Materials | |
CNH | CNH Industrial NV | Stock | Industrials | |
NOK | Nokia Corp ADR | Stock | Information Technology | |
SGD | Safe and Green | Stock | Real Estate |
iShares Currency Hedged Risk Profiles
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 IShares Currency. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.0228 | |||
Jensen Alpha | (0.05) | |||
Total Risk Alpha | (0.10) | |||
Sortino Ratio | (0.14) |
IShares Currency Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Currency Hedged. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
The market value of iShares Currency Hedged is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Currency's value that differs from its market value or its book value, called intrinsic value, which is IShares Currency'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 IShares Currency's market value can be influenced by many factors that don't directly affect IShares Currency'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 IShares Currency's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Currency is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Currency'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.