IShares Dynamic Financial Statements From 2010 to 2025
| BDYN Etf | 25.92 0.22 0.86% |
Check IShares Dynamic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among IShares Dynamic's main balance sheet or income statement drivers, such as , as well as many indicators such as . IShares financial statements analysis is a perfect complement when working with IShares Dynamic Valuation or Volatility modules.
This module can also supplement various IShares Dynamic Technical models . Check out the analysis of IShares Dynamic Correlation against competitors. iShares Dynamic Equity ETF One Year Return Analysis
IShares Dynamic's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current IShares Dynamic One Year Return | 21.80 % |
Most of IShares Dynamic's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, iShares Dynamic Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, iShares Dynamic Equity has an One Year Return of 21.8%. This is much higher than that of the family and significantly higher than that of the Global Large-Stock Blend category. The one year return for all United States etfs is notably lower than that of the firm.
About IShares Dynamic Financial Statements
IShares Dynamic investors utilize fundamental indicators, such as revenue or net income, to predict how IShares Etf might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
IShares Dynamic is entity of United States. It is traded as Etf on NASDAQ exchange.
Pair Trading with IShares Dynamic
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares Dynamic position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares Dynamic will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 0.99 | VT | Vanguard Total World | PairCorr |
| 0.99 | ACWI | iShares MSCI ACWI | PairCorr |
| 0.84 | IOO | iShares Global 100 | PairCorr |
| 0.99 | URTH | iShares MSCI World | PairCorr |
The ability to find closely correlated positions to IShares Dynamic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares Dynamic when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares Dynamic - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares Dynamic Equity to buy it.
The correlation of IShares Dynamic is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares Dynamic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Dynamic Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares Dynamic can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of IShares Dynamic Correlation against competitors. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of iShares Dynamic Equity 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 Dynamic's value that differs from its market value or its book value, called intrinsic value, which is IShares Dynamic'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 Dynamic's market value can be influenced by many factors that don't directly affect IShares Dynamic'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 Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Dynamic'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.