Ishares Sp Mid Cap Etf Performance
| IJK Etf | USD 97.93 1.68 1.75% |
The etf retains a Market Volatility (i.e., Beta) of 1.15, which attests to a somewhat significant risk relative to the market. IShares SP returns are very sensitive to returns on the market. As the market goes up or down, IShares SP is expected to follow.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares SP Mid Cap are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite uncertain forward-looking indicators, IShares SP may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
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2 | Fiduciary Alliance LLC Has 1.07 Million Position in iShares SP Mid-Cap 400 Growth ETF | 10/14/2024 |
3 | iShares SP Mid-Cap 400 Growth ETF is Yeomans Consulting Group Inc.s 4th Largest Position | 10/28/2024 |
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5 | Signature Estate Investment Advisors LLC Reduces Position in iShares SP Mid-Cap 400 Growth ETF | 11/15/2024 |
6 | Etfidea LLC Has 10.93 Million Stock Position in iShares SP Mid-Cap 400 Growth ETF | 11/20/2024 |
| In Threey Sharp Ratio | 0.06 |
IShares |
IShares SP Relative Risk vs. Return Landscape
If you would invest 9,106 in iShares SP Mid Cap on August 24, 2024 and sell it today you would earn a total of 687.00 from holding iShares SP Mid Cap or generate 7.54% return on investment over 90 days. iShares SP Mid Cap is generating 0.1185% of daily returns assuming volatility of 0.9884% on return distribution over 90 days investment horizon. In other words, 8% of etfs are less volatile than IShares, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares SP Mid Cap, and traders can use it to determine the average amount a IShares SP'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 = 0.1199
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Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average IShares SP 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 SP by adding it to a well-diversified portfolio.
IShares SP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares SP, and IShares SP 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 | 1.98 X | |||
| Price To Book | 3.40 X | |||
| Price To Sales | 2.22 X | |||
| Earnings Per Share | 18.33 X | |||
| Total Asset | 6.25 B | |||
About IShares SP Performance
By examining IShares SP's fundamental ratios, stakeholders can obtain critical insights into IShares SP'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 SP 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 fund generally will invest at least 80 percent of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. SP Mid-Cap is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Etfidea LLC Has 10.93 Million Stock Position in iShares SP Mid-Cap 400 Growth ETF | |
| The fund retains 99.88% 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 SP Mid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of iShares SP Mid 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 SP's value that differs from its market value or its book value, called intrinsic value, which is IShares SP'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 SP's market value can be influenced by many factors that don't directly affect IShares SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares SP'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.