Ishares Floating Rate Etf Performance
| FLOT Etf | USD 51.03 0.01 0.02% |
The etf retains a Market Volatility (i.e., Beta) of 0.0059, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Floating's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Floating is expected to be smaller as well.
Risk-Adjusted Performance
32 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Floating Rate are ranked lower than 32 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, IShares Floating is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
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3 | iShares Floating Rate Bond ETF declares monthly distribution of 0.2427 | 11/05/2024 |
| In Threey Sharp Ratio | 0.57 |
IShares |
IShares Floating Relative Risk vs. Return Landscape
If you would invest 5,027 in iShares Floating Rate on August 27, 2024 and sell it today you would earn a total of 76.00 from holding iShares Floating Rate or generate 1.51% return on investment over 90 days. iShares Floating Rate is currently generating 0.0235% in daily expected returns and assumes 0.0568% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Floating Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Floating's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Floating Rate, and traders can use it to determine the average amount a IShares Floating'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 = 0.4127
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| FLOT |
Based on monthly moving average IShares Floating is performing at about 32% 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 Floating by adding it to a well-diversified portfolio.
IShares Floating Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Floating, and IShares Floating fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IShares Etf performance.
| Total Asset | 9.3 B | |||
About IShares Floating Performance
Assessing IShares Floating's fundamental ratios provides investors with valuable insights into IShares Floating's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Floating is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index, and the fund will invest at least 90 percent of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index. Floating Rate is traded on BATS Exchange in the United States.| IShares is showing solid risk-adjusted performance over 90 days | |
| Latest headline from seekingalpha.com: iShares Floating Rate Bond ETF declares monthly distribution of 0.2427 | |
| The fund retains about 38.76% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Floating Rate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of iShares Floating Rate 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 Floating's value that differs from its market value or its book value, called intrinsic value, which is IShares Floating'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 Floating's market value can be influenced by many factors that don't directly affect IShares Floating'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 Floating's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Floating is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Floating'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.