Blackrock Etf Year To Date Return
Blackrock fundamentals help investors to digest information that contributes to Blackrock's financial success or failures. It also enables traders to predict the movement of Blackrock Etf. The fundamental analysis module provides a way to measure Blackrock's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Blackrock etf.
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Blackrock ETF Year To Date Return Analysis
Blackrock's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Blackrock Year To Date Return | (8.33) % |
Most of Blackrock's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Blackrock is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionAccording to the company's disclosures, Blackrock has a Year To Date Return of -8.33%. This is much lower than that of the iShares family and significantly lower than that of the Diversified Emerging Mkts category. The year to date return for all United States etfs is notably higher than that of the company.
Blackrock Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Blackrock's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Blackrock could also be used in its relative valuation, which is a method of valuing Blackrock by comparing valuation metrics of similar companies.Blackrock is rated # 4 ETF in year to date return as compared to similar ETFs.
Fund Asset Allocation for Blackrock
The fund invests 99.57% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Blackrock'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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Blackrock Fundamentals
| Price To Earning | 14.06 X | |||
| Price To Book | 1.88 X | |||
| Price To Sales | 1.10 X | |||
| Annual Yield | 0.92 % | |||
| Year To Date Return | (8.33) % | |||
| One Year Return | 0.61 % | |||
| Three Year Return | 2.23 % | |||
| Net Asset | 4.96 M | |||
| Equity Positions Weight | 99.57 % |
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Other Tools for Blackrock Etf
When running Blackrock's price analysis, check to measure Blackrock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Blackrock is operating at the current time. Most of Blackrock's value examination focuses on studying past and present price action to predict the probability of Blackrock's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Blackrock's price. Additionally, you may evaluate how the addition of Blackrock to your portfolios can decrease your overall portfolio volatility.
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