Ishares Mortgage Real Etf Performance
| REM Etf | USD 23.07 0.11 0.47% |
The etf retains a Market Volatility (i.e., Beta) of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Mortgage is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Mortgage Real has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, IShares Mortgage is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Acquisition by Murphy Robert P of 10000 shares of IShares Mortgage at 4.25 subject to Rule 16b-3 | 09/19/2024 |
2 | Disposition of 1310 shares by Murphy Robert P of IShares Mortgage at 4.25 subject to Rule 16b-3 | 09/20/2024 |
3 | iShares Mortgage Real Estate ETF declares quarterly distribution of 0.5524 | 09/25/2024 |
4 | RemSense Technologies Ltd Expands Chevron Partnership in the USA | 09/30/2024 |
5 | Disposition of 3152 shares by Murphy Robert P of IShares Mortgage at 37.63 subject to Rule 16b-3 | 10/03/2024 |
6 | Barry Investment Advisors LLC Boosts Stock Holdings in iShares Mortgage Real Estate ETF | 10/29/2024 |
7 | iShares Mortgage Real Estate ETF Position Increased by Harbour Investments Inc. | 11/14/2024 |
8 | Purpose Emerging Markets Dividend Fund - ETF Units declares 0.095 dividend - MSN | 11/20/2024 |
| In Threey Sharp Ratio | -0.25 |
IShares |
IShares Mortgage Relative Risk vs. Return Landscape
If you would invest 2,341 in iShares Mortgage Real on August 29, 2024 and sell it today you would lose (34.00) from holding iShares Mortgage Real or give up 1.45% of portfolio value over 90 days. iShares Mortgage Real is generating negative expected returns assuming volatility of 0.9152% on return distribution over 90 days investment horizon. In other words, 8% 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 Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Mortgage Real, and traders can use it to determine the average amount a IShares Mortgage'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 = -0.0208
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| Negative Returns | REM |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Mortgage 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 Mortgage by adding IShares Mortgage to a well-diversified portfolio.
IShares Mortgage Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Mortgage, and IShares Mortgage 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 | 12.71 X | |||
| Price To Book | 0.91 X | |||
| Price To Sales | 4.93 X | |||
| Total Asset | 555.24 M | |||
About IShares Mortgage Performance
By examining IShares Mortgage's fundamental ratios, stakeholders can obtain critical insights into IShares Mortgage's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Mortgage is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund generally will invest 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. Mortgage Real is traded on BATS Exchange in the United States.| IShares Mortgage generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Purpose Emerging Markets Dividend Fund - ETF Units declares 0.095 dividend - MSN | |
| iShares Mortgage Real generated five year return of -4.0% | |
| This fund maintains 97.08% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in iShares Mortgage Real. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of iShares Mortgage Real 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 Mortgage's value that differs from its market value or its book value, called intrinsic value, which is IShares Mortgage'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 Mortgage's market value can be influenced by many factors that don't directly affect IShares Mortgage'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 Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Mortgage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Mortgage'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.