Ishares Currency Hedged Etf Performance
| HEZU Etf | USD 35.54 0.01 0.03% |
The etf retains a Market Volatility (i.e., Beta) of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Currency's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Currency is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Currency Hedged has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, IShares Currency is not utilizing all of its potentials. The new stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | One Wealth Advisors LLC Acquires 401 Shares of iShares Currency Hedged MSCI EMU ETF | 10/17/2024 |
| In Threey Sharp Ratio | 0.25 |
IShares |
IShares Currency Relative Risk vs. Return Landscape
If you would invest 3,597 in iShares Currency Hedged on August 28, 2024 and sell it today you would lose (43.00) from holding iShares Currency Hedged or give up 1.2% of portfolio value over 90 days. iShares Currency Hedged is currently does not generate positive expected returns and assumes 0.8311% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% 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 Currency Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Currency's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Currency Hedged, and traders can use it to determine the average amount a IShares Currency'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 = -0.0185
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HEZU |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Currency is not performing at its full potential. However, 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 Currency by adding IShares Currency to a well-diversified portfolio.
IShares Currency Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Currency, and IShares Currency 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.
| Price To Earning | 14.76 X | |||
| Price To Book | 1.39 X | |||
| Price To Sales | 0.87 X | |||
| Total Asset | 301.93 M | |||
About IShares Currency Performance
Assessing IShares Currency's fundamental ratios provides investors with valuable insights into IShares Currency's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Currency 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 investment seeks to track the investment results of the MSCI EMU 100 percent Hedged to USD Index composed of large- and mid-capitalization equities from developed market countries which use the euro as their official currency while mitigating exposure to fluctuations between the value of the euro and the U.S. dollar. Eurozone Curr is traded on NYSEARCA Exchange in the United States.| IShares Currency generated a negative expected return over the last 90 days | |
| The fund retains 98.17% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Currency Hedged. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
The market value of iShares Currency Hedged 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 Currency's value that differs from its market value or its book value, called intrinsic value, which is IShares Currency'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 Currency's market value can be influenced by many factors that don't directly affect IShares Currency'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 Currency's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Currency is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Currency'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.