Ishares Msci Usa Etf Performance
| SMLF Etf | USD 74.15 1.09 1.49% |
The etf retains a Market Volatility (i.e., Beta) of 1.31, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares MSCI will likely underperform.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI USA are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile essential indicators, IShares MSCI reported solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Should iShares U.S. Small-Cap Equity Factor ETF Be on Your Investing Radar | 09/19/2024 |
2 | Is iShares U.S. Small-Cap Equity Factor ETF a Strong ETF Right Now | 10/10/2024 |
3 | Schmidt P J Investment Management Inc. Has 1.19 Million Position in iShares U.S. Small Cap Equity Factor ETF | 10/25/2024 |
4 | Flagship Private Wealth LLC Takes Position in iShares U.S. Small Cap Equity Factor ETF | 11/06/2024 |
5 | Addison Advisors LLC Has 5.52 Million Stock Holdings in iShares U.S. Small Cap Equity Factor ETF | 11/11/2024 |
| In Threey Sharp Ratio | 0.23 |
IShares |
IShares MSCI Relative Risk vs. Return Landscape
If you would invest 6,437 in iShares MSCI USA on August 28, 2024 and sell it today you would earn a total of 978.00 from holding iShares MSCI USA or generate 15.19% return on investment over 90 days. iShares MSCI USA is currently generating 0.231% in daily expected returns and assumes 1.1272% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% 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 |
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IShares MSCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares MSCI USA, and traders can use it to determine the average amount a IShares MSCI'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 = 0.2049
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Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 16 84% of assets perform better |
Based on monthly moving average IShares MSCI is performing at about 16% 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 MSCI by adding it to a well-diversified portfolio.
IShares MSCI Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares MSCI, and IShares MSCI 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 | 19.54 X | |||
| Price To Book | 1.82 X | |||
| Price To Sales | 0.93 X | |||
| Earnings Per Share | (16.21) X | |||
| Total Asset | 867.67 M | |||
About IShares MSCI Performance
By analyzing IShares MSCI's fundamental ratios, stakeholders can gain valuable insights into IShares MSCI's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares MSCI 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 MSCI 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 its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. USA Multifactor is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Addison Advisors LLC Has 5.52 Million Stock Holdings in iShares U.S. Small Cap Equity Factor ETF | |
| The fund maintains 99.82% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares MSCI USA. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of iShares MSCI USA 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 MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI'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 MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI'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 MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI'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.