Ishares Small Cap Etf Buy Hold or Sell Recommendation
| XSU Etf | CAD 46.74 0.01 0.02% |
Assuming the 90 days trading horizon and your conservative risk appetite, our recommendation regarding iShares Small Cap is 'Sell'. The recommendation algorithm takes into account all of IShares Small's available fundamental, technical, and predictive indicators you will find on this site.
Check out IShares Small Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as IShares and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards iShares 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 board of governors.
IShares |
Execute IShares Small Buy or Sell Advice
The IShares recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on iShares Small Cap. Macroaxis does not own or have any residual interests in iShares Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute IShares Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
IShares Small Trading Alerts and Improvement Suggestions
| The fund keeps 97.06% of its net assets in stocks |
IShares Small Returns Distribution Density
The distribution of IShares Small's historical returns is an attempt to chart the uncertainty of IShares Small's future price movements. The chart of the probability distribution of IShares Small daily returns describes the distribution of returns around its average expected value. We use iShares Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of IShares Small returns is essential to provide solid investment advice for IShares Small.
| Mean Return | 0.14 | Value At Risk | -1.77 | Potential Upside | 2.07 | Standard Deviation | 1.33 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of IShares Small historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
IShares Small Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to IShares Small or iShares sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that IShares Small's price will be affected by overall etf market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a IShares etf's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.89 | |
σ | Overall volatility | 1.37 | |
Ir | Information ratio | 0.01 |
IShares Small Volatility Alert
iShares Small Cap has relatively low volatility with skewness of 1.07 and kurtosis of 4.33. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure IShares Small's etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact IShares Small's etf price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.IShares Small Fundamentals Vs Peers
Comparing IShares Small's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze IShares Small's direct or indirect competition across all of the common fundamentals between IShares Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as IShares Small or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of IShares Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing IShares Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare IShares Small to competition |
| Fundamentals | IShares Small | Peer Average |
| Price To Earning | 21.75 X | 3.15 X |
| Price To Book | 1.91 X | 0.39 X |
| Price To Sales | 1.15 X | 0.33 X |
| Beta | 1.36 | |
| One Year Return | 35.00 % | (0.97) % |
| Three Year Return | 1.10 % | 3.23 % |
| Five Year Return | 7.90 % | 1.12 % |
| Ten Year Return | 7.30 % | 1.20 % |
| Net Asset | 250.57 M | 2.29 B |
| Last Dividend Paid | 0.22 | 0.14 |
| Holdings Turnover | 67.67 % | 0.54 % |
| Equity Positions Weight | 97.06 % | 52.82 % |
IShares Small Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as IShares . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About IShares Small Buy or Sell Advice
When is the right time to buy or sell iShares Small Cap? Buying financial instruments such as IShares Etf isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out IShares Small Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.