Ishares Core Total Etf Performance
| IUSB Etf | USD 45.61 0.02 0.04% |
The etf retains a Market Volatility (i.e., Beta) of -0.0436, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares Core are expected to decrease at a much lower rate. During the bear market, IShares Core is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days iShares Core Total has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, IShares Core is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | iShares Core Total USD Bond Market ETF Shares Bought by Tsfg LLC | 10/16/2024 |
2 | Summit Wealth Partners LLC Boosts Holdings in iShares Core Total USD Bond Market ETF | 11/01/2024 |
3 | Catalina Capital Group LLC Purchases 4,905 Shares of iShares Core Total USD Bond Market ETF | 11/06/2024 |
4 | How the price action is used to our Advantage - Stock Traders Daily | 11/13/2024 |
5 | PNC Financial Services Group Inc. Trims Stock Position in iShares Core Total USD Bond Market ETF | 11/20/2024 |
| In Threey Sharp Ratio | -0.73 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 4,636 in iShares Core Total on August 27, 2024 and sell it today you would lose (75.00) from holding iShares Core Total or give up 1.62% of portfolio value over 90 days. iShares Core Total is currently does not generate positive expected returns and assumes 0.2726% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% 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 Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Core Total, and traders can use it to determine the average amount a IShares Core'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 = -0.0922
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| Negative Returns | IUSB |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Core 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 Core by adding IShares Core to a well-diversified portfolio.
IShares Core Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Core, and IShares Core 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 | 16.8 B | |||
About IShares Core Performance
By analyzing IShares Core's fundamental ratios, stakeholders can gain valuable insights into IShares Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Core 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 Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index and to-be-announced transactions that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index. USD Bond is traded on NASDAQ Exchange in the United States.| iShares Core Total generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: PNC Financial Services Group Inc. Trims Stock Position in iShares Core Total USD Bond Market ETF | |
| The fund created three year return of -2.0% | |
| iShares Core Total retains about 13.81% 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 Core Total. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
The market value of iShares Core Total 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.