IShares Dow (Netherlands) Performance
| IGSG Etf | EUR 71.09 0.24 0.34% |
The etf retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Dow's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Dow is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Dow Jones are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, IShares Dow is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Fifty Two Week Low | 30.68 | |
| Fifty Two Week High | 38.41 |
IShares |
IShares Dow Relative Risk vs. Return Landscape
If you would invest 6,693 in iShares Dow Jones on September 3, 2024 and sell it today you would earn a total of 416.00 from holding iShares Dow Jones or generate 6.22% return on investment over 90 days. iShares Dow Jones is generating 0.095% of daily returns and assumes 0.6736% volatility on return distribution over the 90 days horizon. Simply put, 5% 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 |
| Risk |
IShares Dow Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Dow's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Dow Jones, and traders can use it to determine the average amount a IShares Dow'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 = 0.1411
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average IShares Dow is performing at about 11% 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 Dow by adding it to a well-diversified portfolio.
IShares Dow Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Dow, and IShares Dow 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 | 200.38 M | |||
About IShares Dow Performance
Assessing IShares Dow's fundamental ratios provides investors with valuable insights into IShares Dow's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Dow 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 Dow Jones Sustainability World ISHARES DJ is traded on Amsterdam Stock Exchange in Netherlands.| The fund retains 99.44% of its assets under management (AUM) in equities |
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares Dow Jones offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Dow's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Dow Jones Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Dow Jones Etf:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Dow Jones. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.