IShares Morningstar Financials
| JKL Etf | USD 66.36 0.82 1.25% |
Net Expense Ratio 0.0006 | 3 y Sharp Ratio 0.31 |
IShares |
The data published in IShares Morningstar's official financial statements typically reflect IShares Morningstar's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving IShares Morningstar's quantitative information. For example, before you start analyzing numbers published by IShares accountants, it's essential to understand IShares Morningstar's liquidity, profitability, and earnings quality within the context of the iShares space in which it operates.
IShares Morningstar Etf Summary
The investment seeks to track the investment results of the Morningstar US Small Cap Broad Value Extended IndexSM composed of small-capitalization U.S. equities that exhibit value characteristics. Mstar Small-Cap is traded on NYSEArca Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US4642887032 |
| Region | Others |
| Investment Issuer | Others |
| Etf Family | iShares |
| Fund Category | Others |
| Portfolio Concentration | Others |
| Benchmark | Dow Jones Industrial |
| Phone | 800 474 2737 |
| Currency | USD - US Dollar |
IShares Morningstar Key Financial Ratios
IShares Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining IShares Morningstar's current stock value. Our valuation model uses many indicators to compare IShares Morningstar value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IShares Morningstar competition to find correlations between indicators driving IShares Morningstar's intrinsic value. More Info.iShares Morningstar Small Cap is rated second overall ETF in price to earning as compared to similar ETFs. It is considered the top ETF in price to book as compared to similar ETFs fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for iShares Morningstar Small Cap is roughly 12.29 . Comparative valuation analysis is a catch-all technique that is used if you cannot value IShares Morningstar by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.iShares Morningstar Systematic Risk
IShares Morningstar's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. IShares Morningstar volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on iShares Morningstar correlated with the market. If Beta is less than 0 IShares Morningstar generally moves in the opposite direction as compared to the market. If IShares Morningstar Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one iShares Morningstar is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of IShares Morningstar is generally in the same direction as the market. If Beta > 1 IShares Morningstar moves generally in the same direction as, but more than the movement of the benchmark.
IShares Morningstar December 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of IShares Morningstar help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of iShares Morningstar Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of iShares Morningstar Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing IShares Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build IShares Morningstar's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7858 | |||
| Information Ratio | 0.0465 | |||
| Maximum Drawdown | 6.54 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.71 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Morningstar Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in industry. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of iShares Morningstar 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 Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar'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 Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar'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 Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar'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.