Ishares Micro Cap Etf Performance
| IWC Etf | USD 131.28 1.22 0.94% |
The etf retains a Market Volatility (i.e., Beta) of 0.39, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Micro's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Micro is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Micro Cap ETF are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, IShares Micro is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| In Threey Sharp Ratio | 0.03 |
IShares |
IShares Micro Relative Risk vs. Return Landscape
If you would invest 12,678 in iShares Micro Cap ETF on November 5, 2024 and sell it today you would earn a total of 197.00 from holding iShares Micro Cap ETF or generate 1.55% return on investment over 90 days. iShares Micro Cap ETF is generating 0.0381% of daily returns assuming volatility of 1.6206% on return distribution over 90 days investment horizon. In other words, 14% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Micro Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Micro's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Micro Cap ETF, and traders can use it to determine the average amount a IShares Micro'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 = 0.0235
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IWC |
Estimated Market Risk
| 1.62 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average IShares Micro is performing at about 1% 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 Micro by adding it to a well-diversified portfolio.
IShares Micro Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Micro, and IShares Micro 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 | 19.12 X | |||
| Price To Book | 1.49 X | |||
| Price To Sales | 0.90 X | |||
| Total Asset | 836.45 M | |||
About IShares Micro Performance
By analyzing IShares Micro's fundamental ratios, stakeholders can gain valuable insights into IShares Micro's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Micro 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 Micro has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund invests at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its 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, but which the advisor believes will help the fund track the underlying index. Micro-Cap Ishares is traded on NYSEARCA Exchange in the United States.| The fund retains 100.01% 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 Micro Cap ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
The market value of iShares Micro Cap 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 Micro's value that differs from its market value or its book value, called intrinsic value, which is IShares Micro'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 Micro's market value can be influenced by many factors that don't directly affect IShares Micro'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 Micro's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Micro is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Micro'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.