Ishares Edge Msci Etf Performance

IVLU Etf  USD 40.07  0.19  0.48%   
The etf retains a Market Volatility (i.e., Beta) of 0.78, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Edge's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Edge is expected to be smaller as well.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Edge MSCI are ranked lower than 21 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak essential indicators, IShares Edge unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
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IShares Edge Relative Risk vs. Return Landscape

If you would invest  3,552  in iShares Edge MSCI on October 29, 2025 and sell it today you would earn a total of  455.00  from holding iShares Edge MSCI or generate 12.81% return on investment over 90 days. iShares Edge MSCI is currently generating 0.2038% in daily expected returns and assumes 0.7494% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than IShares, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days IShares Edge is expected to generate 1.0 times more return on investment than the market. However, the company is 1.0 times more volatile than its market benchmark. It trades about 0.27 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of risk.
Below is the normalized historical share price chart for iShares Edge MSCI extending back to July 15, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of IShares Edge stands at 40.07, as last reported on the 27th of January, with the highest price reaching 40.22 and the lowest price hitting 40.04 during the day.
3 y Volatility
11.99
200 Day MA
34.6837
1 y Volatility
6.58
50 Day MA
37.9132
Inception Date
2015-06-16
 
Yuan Drop
 
Covid
 
Interest Hikes

IShares Edge Target Price Odds to finish over Current Price

The tendency of IShares Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 40.07 90 days 40.07 
roughly 2.93
Based on a normal probability distribution, the odds of IShares Edge to move above the current price in 90 days from now is roughly 2.93 (This iShares Edge MSCI probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days IShares Edge has a beta of 0.78. This usually indicates as returns on the market go up, IShares Edge average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares Edge MSCI will be expected to be much smaller as well. Additionally IShares Edge MSCI has an alpha of 0.1462, implying that it can generate a 0.15 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   IShares Edge Price Density   
       Price  

Predictive Modules for IShares Edge

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as iShares Edge MSCI. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
39.3240.0740.82
Details
Intrinsic
Valuation
LowRealHigh
36.0642.8843.63
Details
Naive
Forecast
LowNextHigh
39.5240.2741.02
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
37.5738.8540.13
Details

IShares Edge Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. IShares Edge is not an exception. The market had few large corrections towards the IShares Edge's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold iShares Edge MSCI, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of IShares Edge within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.15
β
Beta against Dow Jones0.78
σ
Overall volatility
1.56
Ir
Information ratio 0.18

IShares Edge Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of IShares Edge for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for iShares Edge MSCI can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains 98.88% of its assets under management (AUM) in equities

IShares Edge Fundamentals Growth

IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Edge, and IShares Edge 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.

About IShares Edge Performance

Assessing IShares Edge's fundamental ratios provides investors with valuable insights into IShares Edge's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Edge 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 generally will invest at least 80 percent of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index. Intl Value is traded on NYSEARCA Exchange in the United States.
The fund retains 98.88% of its assets under management (AUM) in equities
When determining whether iShares Edge MSCI is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Edge Msci Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Edge Msci Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Edge MSCI. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in industry.
You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of iShares Edge MSCI 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 Edge's value that differs from its market value or its book value, called intrinsic value, which is IShares Edge'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 Edge's market value can be influenced by many factors that don't directly affect IShares Edge'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 Edge's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Edge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Edge'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.