Ishares Russell 1000 Fund Manager Performance Evaluation
| CIRPX Fund | USD 47.96 0.19 0.39% |
The fund retains a Market Volatility (i.e., Beta) of 0.64, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ishares Russell's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ishares Russell is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Ishares Russell 1000 are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ishares Russell may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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| Expense Ratio | 0.0400 |
Ishares |
Ishares Russell Relative Risk vs. Return Landscape
If you would invest 4,406 in Ishares Russell 1000 on September 12, 2024 and sell it today you would earn a total of 390.00 from holding Ishares Russell 1000 or generate 8.85% return on investment over 90 days. Ishares Russell 1000 is currently producing 0.1346% returns and takes up 0.6348% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Ishares, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ishares Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ishares Russell's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ishares Russell 1000, and traders can use it to determine the average amount a Ishares Russell's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.212
| Best Portfolio | Best Equity | |||
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| Cash | CIRPX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Ishares Russell is performing at about 16% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ishares Russell by adding it to a well-diversified portfolio.
About Ishares Russell Performance
Evaluating Ishares Russell's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ishares Russell has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ishares Russell has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Ishares Russell is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Ishares Russell 1000 performance evaluation
Checking the ongoing alerts about Ishares Russell for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ishares Russell 1000 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ishares Russell's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ishares Russell's mutual fund performance include:- Analyzing Ishares Russell's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ishares Russell's stock is overvalued or undervalued compared to its peers.
- Examining Ishares Russell's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ishares Russell's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ishares Russell's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ishares Russell's mutual fund. These opinions can provide insight into Ishares Russell's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ishares Mutual Fund
Ishares Russell financial ratios help investors to determine whether Ishares Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ishares with respect to the benefits of owning Ishares Russell security.
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