Ishares Focused Value Etf Performance
| FOVL Etf | USD 76.06 0.07 0.09% |
The etf retains a Market Volatility (i.e., Beta) of 1.26, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares Focused will likely underperform.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Focused Value are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Despite quite unsteady basic indicators, IShares Focused disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more
| In Threey Sharp Ratio | 0.36 |
IShares |
IShares Focused Relative Risk vs. Return Landscape
If you would invest 6,487 in iShares Focused Value on September 1, 2024 and sell it today you would earn a total of 1,119 from holding iShares Focused Value or generate 17.25% return on investment over 90 days. iShares Focused Value is currently generating 0.2553% in daily expected returns and assumes 1.1403% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than IShares, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Focused Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Focused's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Focused Value, and traders can use it to determine the average amount a IShares Focused'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 = 0.2239
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FOVL | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average IShares Focused is performing at about 17% 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 Focused by adding it to a well-diversified portfolio.
IShares Focused Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Focused, and IShares Focused 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 | 20.54 M | |||
About IShares Focused Performance
By examining IShares Focused's fundamental ratios, stakeholders can obtain critical insights into IShares Focused's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Focused is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The underlying index measures the performance of large- and mid-capitalization U.S. companies with prominent value factor characteristics, as determined by Russell. Ishares Focused is traded on NYSEARCA Exchange in the United States.| The fund retains 99.65% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Focused Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
The market value of iShares Focused Value 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 Focused's value that differs from its market value or its book value, called intrinsic value, which is IShares Focused'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 Focused's market value can be influenced by many factors that don't directly affect IShares Focused'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 Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Focused is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Focused'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.