Ishares Morningstar Small Cap Etf Ten Year Return
| ISCB Etf | USD 63.28 1.04 1.67% |
iShares Morningstar Small Cap fundamentals help investors to digest information that contributes to IShares Morningstar's financial success or failures. It also enables traders to predict the movement of IShares Etf. The fundamental analysis module provides a way to measure IShares Morningstar'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 IShares Morningstar etf.
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iShares Morningstar Small Cap ETF Ten Year Return Analysis
IShares Morningstar's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current IShares Morningstar Ten Year Return | 7.90 % |
Most of IShares Morningstar's fundamental indicators, such as Ten Year 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, iShares Morningstar Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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IShares Morningstar Ten Year Return Component Assessment
Based on the latest financial disclosure, iShares Morningstar Small Cap has a Ten Year Return of 7.9%. This is 10.23% lower than that of the iShares family and 49.16% lower than that of the Small Blend category. The ten year return for all United States etfs is notably lower than that of the firm.
IShares Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares Morningstar's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IShares Morningstar could also be used in its relative valuation, which is a method of valuing IShares Morningstar by comparing valuation metrics of similar companies.IShares Morningstar is currently under evaluation in ten year return as compared to similar ETFs.
Fund Asset Allocation for IShares Morningstar
The fund invests 99.82% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides IShares Morningstar'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.
IShares Fundamentals
| Return On Equity | 4.66 | |||
| Return On Asset | 2.49 | |||
| Profit Margin | 11.34 % | |||
| Operating Margin | 13.57 % | |||
| Current Valuation | 1.88 B | |||
| Shares Outstanding | 19.61 M | |||
| Shares Owned By Insiders | 132.18 % | |||
| Shares Owned By Institutions | 3.00 % | |||
| Price To Earning | 1.98 X | |||
| Price To Book | 1.17 X | |||
| Price To Sales | 2.88 X | |||
| Revenue | 678.9 M | |||
| Gross Profit | 315.67 M | |||
| EBITDA | 204.78 M | |||
| Net Income | 76.97 M | |||
| Cash And Equivalents | 335.08 M | |||
| Cash Per Share | 7.71 X | |||
| Total Debt | 255.12 M | |||
| Debt To Equity | 15.30 % | |||
| Current Ratio | 3.28 X | |||
| Book Value Per Share | 38.65 X | |||
| Cash Flow From Operations | 197.33 M | |||
| Earnings Per Share | 1.77 X | |||
| Number Of Employees | 850 | |||
| Beta | 1.11 | |||
| Market Capitalization | 2.47 B | |||
| Total Asset | 181.43 M | |||
| One Year Return | 34.40 % | |||
| Three Year Return | 3.80 % | |||
| Five Year Return | 8.40 % | |||
| Ten Year Return | 7.90 % | |||
| Net Asset | 181.43 M | |||
| Last Dividend Paid | 0.49 | |||
| Equity Positions Weight | 99.82 % |
About IShares Morningstar Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares Morningstar Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares Morningstar using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares Morningstar Small Cap 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.When determining whether iShares Morningstar is a strong investment it is important to analyze IShares Morningstar's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Morningstar's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:Check out IShares Morningstar Piotroski F Score and IShares Morningstar Altman Z Score analysis. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of iShares Morningstar 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 Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar'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 Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar'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 Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar'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.