Ishares Inflation Hedged Etf Performance
| LQDI Etf | USD 26.21 0.08 0.31% |
The etf retains a Market Volatility (i.e., Beta) of 0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Inflation's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Inflation 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 Inflation Hedged are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong fundamental indicators, IShares Inflation is not utilizing all of its potentials. The recent stock price confusion, may contribute to short-horizon losses for the traders. ...more
| In Threey Sharp Ratio | -0.42 |
IShares |
IShares Inflation Relative Risk vs. Return Landscape
If you would invest 2,614 in iShares Inflation Hedged on August 30, 2024 and sell it today you would earn a total of 7.00 from holding iShares Inflation Hedged or generate 0.27% return on investment over 90 days. iShares Inflation Hedged is currently generating 0.0049% in daily expected returns and assumes 0.3683% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% 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 |
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IShares Inflation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Inflation's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Inflation Hedged, and traders can use it to determine the average amount a IShares Inflation'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 = 0.0132
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Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average IShares Inflation 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 Inflation by adding it to a well-diversified portfolio.
IShares Inflation Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Inflation, and IShares Inflation 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 | 61.48 M | |||
About IShares Inflation Performance
By evaluating IShares Inflation's fundamental ratios, stakeholders can gain valuable insights into IShares Inflation's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Inflation 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 Inflation 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 seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the funds underlying index. Ishares Inflation is traded on BATS Exchange in the United States.| The fund created three year return of -1.0% | |
| iShares Inflation Hedged maintains about 13.68% of its assets in bonds |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares Inflation Hedged. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
The market value of iShares Inflation Hedged 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 Inflation's value that differs from its market value or its book value, called intrinsic value, which is IShares Inflation'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 Inflation's market value can be influenced by many factors that don't directly affect IShares Inflation'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 Inflation's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Inflation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Inflation'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.