Ishares Small Cap Etf Performance
| XSU Etf | CAD 47.02 0.15 0.32% |
The etf retains a Market Volatility (i.e., Beta) of 0.62, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Small 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 Small Cap are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, IShares Small displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
| In Threey Sharp Ratio | 0.10 |
IShares |
IShares Small Relative Risk vs. Return Landscape
If you would invest 4,139 in iShares Small Cap on September 3, 2024 and sell it today you would earn a total of 563.00 from holding iShares Small Cap or generate 13.6% return on investment over 90 days. iShares Small Cap is generating 0.2075% of daily returns assuming 1.2814% volatility of returns over the 90 days investment horizon. Simply put, 11% of all etfs have less volatile historical return distribution than IShares Small, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Small's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Small Cap, and traders can use it to determine the average amount a IShares Small'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 = 0.1619
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| Small Returns | XSU | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average IShares Small is performing at about 12% 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 Small by adding it to a well-diversified portfolio.
IShares Small Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Small, and IShares Small 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 | 21.75 X | |||
| Price To Book | 1.91 X | |||
| Price To Sales | 1.15 X | |||
| Total Asset | 250.57 M | |||
About IShares Small Performance
By examining IShares Small's fundamental ratios, stakeholders can obtain critical insights into IShares Small'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 Small 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 investment seeks to replicate, net of expenses, the Russell 2000 Index Canadian Dollar Hedged. ISHARES US is traded on Toronto Stock Exchange in Canada.| The fund keeps 97.06% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.