IShares III (Netherlands) Performance
| ICOV Etf | EUR 142.55 0.15 0.11% |
The etf retains a Market Volatility (i.e., Beta) of 0.031, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares III's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares III is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares III Public are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, IShares III 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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IShares III Relative Risk vs. Return Landscape
If you would invest 14,074 in iShares III Public on August 27, 2024 and sell it today you would earn a total of 166.00 from holding iShares III Public or generate 1.18% return on investment over 90 days. iShares III Public is generating 0.0182% of daily returns and assumes 0.1512% volatility on return distribution over the 90 days horizon. Simply put, 1% of etfs are less volatile than IShares, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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IShares III Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares III's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares III Public, and traders can use it to determine the average amount a IShares III'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 = 0.12
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ICOV |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average IShares III is performing at about 9% 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 III by adding it to a well-diversified portfolio.
IShares III Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares III, and IShares III 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 | 1.64 B | |||
About IShares III Performance
Assessing IShares III's fundamental ratios provides investors with valuable insights into IShares III's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares III 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 is an exchange traded fund that aims to track the performance of the Markit iBoxx Covered Index as closely as possible. ISHARES E is traded on Amsterdam Stock Exchange in Netherlands.| The fund retains about 99.82% of its assets under management (AUM) in fixed income securities |
Other Information on Investing in IShares Etf
IShares III financial ratios help investors to determine whether IShares Etf 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 III security.