IShares MSCI (Switzerland) Performance
| IKOR Etf | USD 39.02 0.53 1.34% |
The etf retains a Market Volatility (i.e., Beta) of 0.084, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares MSCI's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares MSCI is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares MSCI Korea has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Etf's basic indicators remain stable and the latest fuss on Wall Street may also be a sign of long-term gains for the fund sophisticated investors. ...more
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IShares MSCI Relative Risk vs. Return Landscape
If you would invest 4,467 in iShares MSCI Korea on September 3, 2024 and sell it today you would lose (565.00) from holding iShares MSCI Korea or give up 12.65% of portfolio value over 90 days. iShares MSCI Korea is generating negative expected returns and assumes 1.4051% volatility on return distribution over the 90 days horizon. Simply put, 12% 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 MSCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares MSCI Korea, and traders can use it to determine the average amount a IShares MSCI'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 = -0.141
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| Negative Returns | IKOR |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares MSCI 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 MSCI by adding IShares MSCI to a well-diversified portfolio.
IShares MSCI Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares MSCI, and IShares MSCI 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 | 10.79 X | |||
| Price To Book | 0.94 X | |||
| Price To Sales | 0.92 X | |||
| Total Asset | 406.14 M | |||
About IShares MSCI Performance
Evaluating IShares MSCI's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares MSCI has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares MSCI has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 MSCI Korea 2035 Index as closely as possible. ISh MSCI is traded on Switzerland Exchange in Switzerland.| iShares MSCI Korea generated a negative expected return over the last 90 days | |
| The fund generated three year return of -5.0% | |
| iShares MSCI Korea retains 99.19% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares MSCI 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 MSCI security.