Ishares Ibonds Dec Etf Performance
| IBDT Etf | USD 25.15 0.03 0.12% |
The etf retains a Market Volatility (i.e., Beta) of 0.0477, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares IBonds' returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares IBonds is expected to be smaller as well.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in iShares iBonds Dec are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable fundamental indicators, IShares IBonds is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Cambridge Investment Research Advisors Inc. Has 1.58 Million Stake in JPMorgan Municipal ETF - Defense World | 09/04/2024 |
2 | Long Term Investment Analysis - Stock Traders Daily | 11/12/2024 |
| In Threey Sharp Ratio | -0.61 |
IShares |
IShares IBonds Relative Risk vs. Return Landscape
If you would invest 2,507 in iShares iBonds Dec on August 30, 2024 and sell it today you would earn a total of 8.00 from holding iShares iBonds Dec or generate 0.32% return on investment over 90 days. iShares iBonds Dec is currently generating 0.0052% in daily expected returns and assumes 0.1676% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% 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 IBonds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares IBonds' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares iBonds Dec, and traders can use it to determine the average amount a IShares IBonds' 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 = 0.031
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| Negative Returns | IBDT |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average IShares IBonds is performing at about 2% 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 IBonds by adding it to a well-diversified portfolio.
IShares IBonds Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares IBonds, and IShares IBonds 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 | 561.6 M | |||
About IShares IBonds Performance
Assessing IShares IBonds' fundamental ratios provides investors with valuable insights into IShares IBonds' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares IBonds 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 will invest at least 90 percent of its assets in fixed income securities of the types included in the underlying index. Ishares Ibonds is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Long Term Investment Analysis - Stock Traders Daily | |
| The fund retains about 16.33% of its assets under management (AUM) in fixed income securities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBonds Dec. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of iShares iBonds Dec 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 IBonds' value that differs from its market value or its book value, called intrinsic value, which is IShares IBonds' 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 IBonds' market value can be influenced by many factors that don't directly affect IShares IBonds' 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 IBonds' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares IBonds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares IBonds' 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.