Ishares Vii Plc Etf Beta
| CSSX5E Etf | EUR 228.95 0.60 0.26% |
As of the 4th of February, IShares VII retains the Risk Adjusted Performance of 0.0786, market risk adjusted performance of 0.8098, and Downside Deviation of 0.6941. IShares VII technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
IShares VII's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing IShares VII's valuation are provided below:iShares VII PLC does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. IShares |
IShares VII 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to IShares VII's etf what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of IShares VII.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in IShares VII on November 6, 2025 and sell it all today you would earn a total of 0.00 from holding iShares VII PLC or generate 0.0% return on investment in IShares VII over 90 days. IShares VII is related to or competes with IShares Core, and IShares Core. The investment objective of the Fund is to deliver the net total return performance of the Reference Index iSh Core is traded on Switzerland Exchange in Switzerland. More
IShares VII Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure IShares VII's etf current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess iShares VII PLC upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6941 | |||
| Information Ratio | 0.038 | |||
| Maximum Drawdown | 3.77 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.46 |
IShares VII Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares VII's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as IShares VII's standard deviation. In reality, there are many statistical measures that can use IShares VII historical prices to predict the future IShares VII's volatility.| Risk Adjusted Performance | 0.0786 | |||
| Jensen Alpha | 0.0686 | |||
| Total Risk Alpha | 0.0271 | |||
| Sortino Ratio | 0.0424 | |||
| Treynor Ratio | 0.7998 |
IShares VII February 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0786 | |||
| Market Risk Adjusted Performance | 0.8098 | |||
| Mean Deviation | 0.5825 | |||
| Semi Deviation | 0.5749 | |||
| Downside Deviation | 0.6941 | |||
| Coefficient Of Variation | 940.09 | |||
| Standard Deviation | 0.7752 | |||
| Variance | 0.601 | |||
| Information Ratio | 0.038 | |||
| Jensen Alpha | 0.0686 | |||
| Total Risk Alpha | 0.0271 | |||
| Sortino Ratio | 0.0424 | |||
| Treynor Ratio | 0.7998 | |||
| Maximum Drawdown | 3.77 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.46 | |||
| Downside Variance | 0.4818 | |||
| Semi Variance | 0.3305 | |||
| Expected Short fall | (0.66) | |||
| Skewness | 0.2472 | |||
| Kurtosis | 0.3741 |
iShares VII PLC Backtested Returns
At this point, IShares VII is very steady. iShares VII PLC holds Efficiency (Sharpe) Ratio of 0.15, which attests that the entity had a 0.15 % return per unit of risk over the last 3 months. We have found thirty technical indicators for iShares VII PLC, which you can use to evaluate the volatility of the entity. Please check out IShares VII's Risk Adjusted Performance of 0.0786, market risk adjusted performance of 0.8098, and Downside Deviation of 0.6941 to validate if the risk estimate we provide is consistent with the expected return of 0.12%. The etf retains a Market Volatility (i.e., Beta) of 0.0906, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares VII's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares VII is expected to be smaller as well.
Auto-correlation | -0.11 |
Insignificant reverse predictability
iShares VII PLC has insignificant reverse predictability. Overlapping area represents the amount of predictability between IShares VII time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of iShares VII PLC price movement. The serial correlation of -0.11 indicates that less than 11.0% of current IShares VII price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.11 | |
| Spearman Rank Test | 0.06 | |
| Residual Average | 0.0 | |
| Price Variance | 10.4 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, iShares VII PLC has a Beta of 1.05. This is much higher than that of the BlackRock Asset Management Ireland - ETF family and significantly higher than that of the Eurozone Large-Cap Equity category. The beta for all Switzerland etfs is notably lower than that of the firm.
IShares Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares VII's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IShares VII could also be used in its relative valuation, which is a method of valuing IShares VII by comparing valuation metrics of similar companies.IShares VII is currently under evaluation in beta as compared to similar ETFs.
IShares Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining IShares VII's current stock value. Our valuation model uses many indicators to compare IShares VII value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IShares VII competition to find correlations between indicators driving IShares VII's intrinsic value. More Info.iShares VII PLC is the top ETF in price to earning as compared to similar ETFs. It also is the top ETF in price to book as compared to similar ETFs fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for iShares VII PLC is roughly 10.52 . Comparative valuation analysis is a catch-all model that can be used if you cannot value IShares VII by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for IShares VII's Etf. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Fund Asset Allocation for IShares VII
The fund consists of 97.25% investments in stocks, with the rest of investments allocated between bondsand various exotic instruments.Asset allocation divides IShares VII's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
IShares VII returns are very sensitive to returns on the market. As the market goes up or down, IShares VII is expected to follow.
IShares Fundamentals
| Price To Earning | 14.52 X | |||
| Price To Book | 1.38 X | |||
| Price To Sales | 0.94 X | |||
| Beta | 1.05 | |||
| Total Asset | 3.22 B | |||
| One Year Return | 15.80 % | |||
| Three Year Return | 16.10 % | |||
| Five Year Return | 14.50 % | |||
| Ten Year Return | 10.20 % | |||
| Net Asset | 3.22 B | |||
| Equity Positions Weight | 97.25 % | |||
| Bond Positions Weight | 0.04 % |
About IShares VII Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares VII PLC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares VII using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares VII PLC based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in IShares Etf
IShares VII financial ratios help investors to determine whether IShares Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IShares with respect to the benefits of owning IShares VII security.