Ishares 20 Year Etf Performance
| TLT Etf | USD 93.01 0.64 0.69% |
The etf retains a Market Volatility (i.e., Beta) of -0.26, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares 20 are expected to decrease at a much lower rate. During the bear market, IShares 20 is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days iShares 20 Year has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable essential indicators, IShares 20 is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | 3 High-Yield Stocks to Lock in Steady Income This Quarter | 10/10/2024 |
2 | Vicus Capital Has 1.16 Million Stock Holdings in iShares 20 Year Treasury Bond ETF | 10/22/2024 |
3 | iShares 20 Year Treasury Bond ETF is E Fund Management Hong Kong Co. Ltd.s 8th Largest Position | 10/31/2024 |
4 | Cornerstone Planning Group LLC Has 68,000 Stake in iShares 20 Year Treasury Bond ETF | 11/13/2024 |
5 | BCM Advisors LLC Grows Stake in iShares 20 Year Treasury Bond ETF | 11/14/2024 |
6 | Technical Monday How Key Ratios Measure Risk | 11/18/2024 |
7 | iShares 20 Year Treasury Bond ETF Stock Holdings Reduced by Vertex Planning Partners LLC | 11/19/2024 |
| In Threey Sharp Ratio | -0.90 |
IShares |
IShares 20 Relative Risk vs. Return Landscape
If you would invest 9,711 in iShares 20 Year on August 31, 2024 and sell it today you would lose (410.00) from holding iShares 20 Year or give up 4.22% of portfolio value over 90 days. iShares 20 Year is generating negative expected returns assuming volatility of 0.8692% on return distribution over 90 days investment horizon. In other words, 7% 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 20 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares 20's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares 20 Year, and traders can use it to determine the average amount a IShares 20'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 = -0.0745
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| Negative Returns | TLT |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares 20 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 20 by adding IShares 20 to a well-diversified portfolio.
IShares 20 Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares 20, and IShares 20 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.
| Shares Outstanding | 56.3 M | |||
| Price To Earning | 5.79 X | |||
| Price To Book | 0.86 X | |||
| Earnings Per Share | 23.66 X | |||
| Total Asset | 24.47 B | |||
About IShares 20 Performance
Assessing IShares 20's fundamental ratios provides investors with valuable insights into IShares 20's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares 20 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 will invest at least 80 percent of its assets in the component securities of the underlying index, and it will invest at least 90 percent of its assets in U.S. 20 Year is traded on NASDAQ Exchange in the United States.| iShares 20 Year generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: iShares 20 Year Treasury Bond ETF Stock Holdings Reduced by Vertex Planning Partners LLC | |
| This fund generated0.0 ten year return of 0.0% | |
| IShares 20 maintains all of the assets in different exotic instruments |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares 20 Year. 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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of iShares 20 Year 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 20's value that differs from its market value or its book value, called intrinsic value, which is IShares 20'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 20's market value can be influenced by many factors that don't directly affect IShares 20'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 20's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares 20 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares 20'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.