Ishares V Plc Etf Key Fundamental Indicators
| IEDY Etf | CHF 14.96 0.09 0.60% |
As of the 6th of February, IShares V retains the Downside Deviation of 0.5573, risk adjusted performance of 0.1415, and Market Risk Adjusted Performance of 0.6474. IShares V 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. Please check out iShares V PLC downside deviation, standard deviation, information ratio, as well as the relationship between the coefficient of variation and variance to decide if IShares V is priced fairly, providing market reflects its last-minute price of 14.96 per share.
IShares V'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 V's valuation are provided below:iShares V 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 V '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 V'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 V.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in IShares V on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding iShares V PLC or generate 0.0% return on investment in IShares V over 90 days. IShares V is related to or competes with IShares Emerging, IShares VII, IShares Asia, IShares MSCI, IShares SP, and IShares MSCI. The fund is an exchange traded fund that aims to track the performance of the Dow Jones Emerging Markets Select Dividend... More
IShares V 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 V'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 V PLC upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5573 | |||
| Information Ratio | 0.1275 | |||
| Maximum Drawdown | 3.77 | |||
| Value At Risk | (0.87) | |||
| Potential Upside | 1.42 |
IShares V Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares V's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as IShares V's standard deviation. In reality, there are many statistical measures that can use IShares V historical prices to predict the future IShares V's volatility.| Risk Adjusted Performance | 0.1415 | |||
| Jensen Alpha | 0.1223 | |||
| Total Risk Alpha | 0.0949 | |||
| Sortino Ratio | 0.1693 | |||
| Treynor Ratio | 0.6374 |
IShares V February 6, 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 | 0.1415 | |||
| Market Risk Adjusted Performance | 0.6474 | |||
| Mean Deviation | 0.5566 | |||
| Semi Deviation | 0.3381 | |||
| Downside Deviation | 0.5573 | |||
| Coefficient Of Variation | 530.63 | |||
| Standard Deviation | 0.7397 | |||
| Variance | 0.5472 | |||
| Information Ratio | 0.1275 | |||
| Jensen Alpha | 0.1223 | |||
| Total Risk Alpha | 0.0949 | |||
| Sortino Ratio | 0.1693 | |||
| Treynor Ratio | 0.6374 | |||
| Maximum Drawdown | 3.77 | |||
| Value At Risk | (0.87) | |||
| Potential Upside | 1.42 | |||
| Downside Variance | 0.3106 | |||
| Semi Variance | 0.1143 | |||
| Expected Short fall | (0.71) | |||
| Skewness | 1.01 | |||
| Kurtosis | 1.81 |
iShares V PLC Backtested Returns
At this stage we consider IShares Etf to be very steady. iShares V PLC holds Efficiency (Sharpe) Ratio of 0.17, which attests that the entity had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for iShares V PLC, which you can use to evaluate the volatility of the entity. Please check out IShares V's Market Risk Adjusted Performance of 0.6474, downside deviation of 0.5573, and Risk Adjusted Performance of 0.1415 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 0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares V's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares V is expected to be smaller as well.
Auto-correlation | -0.61 |
Very good reverse predictability
iShares V PLC has very good reverse predictability. Overlapping area represents the amount of predictability between IShares V time series from 8th of November 2025 to 23rd of December 2025 and 23rd of December 2025 to 6th 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 V PLC price movement. The serial correlation of -0.61 indicates that roughly 61.0% of current IShares V price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.61 | |
| Spearman Rank Test | -0.42 | |
| Residual Average | 0.0 | |
| Price Variance | 0.13 |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, iShares V PLC has a Price To Sales of 0.9 times. This is 11.11% higher than that of the BlackRock Asset Management Ireland - ETF family and significantly higher than that of the Global Emerging Markets Equity category. The price to sales for all Switzerland etfs is 172.73% lower than that of the firm.
iShares V PLC Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining IShares V's current stock value. Our valuation model uses many indicators to compare IShares V value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IShares V competition to find correlations between indicators driving IShares V's intrinsic value. More Info.iShares V PLC is considered the top ETF in price to earning as compared to similar ETFs. It also is considered the top ETF in price to book as compared to similar ETFs fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for iShares V PLC is roughly 8.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IShares V's earnings, one of the primary drivers of an investment's value.IShares Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares V's direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IShares V could also be used in its relative valuation, which is a method of valuing IShares V by comparing valuation metrics of similar companies.IShares V is currently under evaluation in price to sales as compared to similar ETFs.
IShares Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining IShares V's current stock value. Our valuation model uses many indicators to compare IShares V value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IShares V competition to find correlations between indicators driving IShares V's intrinsic value. More Info.iShares V PLC is considered the top ETF in price to earning as compared to similar ETFs. It also is considered the top ETF in price to book as compared to similar ETFs fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for iShares V PLC is roughly 8.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IShares V's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for IShares V
The fund consists of 98.75% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides IShares V'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 Fundamentals
| Price To Earning | 10.70 X | |||
| Price To Book | 1.23 X | |||
| Price To Sales | 0.90 X | |||
| Total Asset | 491.47 M | |||
| One Year Return | 35.40 % | |||
| Three Year Return | 17.90 % | |||
| Five Year Return | 5.80 % | |||
| Ten Year Return | 9.10 % | |||
| Net Asset | 491.47 M | |||
| Holdings Turnover | 34.73 % | |||
| Equity Positions Weight | 98.75 % |
About IShares V Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares V PLC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares V using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares V 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.The fund is an exchange traded fund that aims to track the performance of the Dow Jones Emerging Markets Select Dividend IndexSM as closely as possible. iSh EM is traded on Switzerland Exchange in Switzerland.
Also Currently Popular
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 V 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 V security.