Ishares Morningstar Equity Etf Net Income
| JKD Etf | USD 94.75 0.52 0.55% |
As of the 6th of February, IShares Morningstar retains the Risk Adjusted Performance of 0.0094, downside deviation of 0.8701, and Market Risk Adjusted Performance of 0.0012. IShares Morningstar 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 Morningstar standard deviation, value at risk, kurtosis, as well as the relationship between the jensen alpha and semi variance to decide if IShares Morningstar is priced fairly, providing market reflects its last-minute price of 94.75 per share.
IShares Morningstar'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 Morningstar's valuation are provided below:iShares Morningstar Equity 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. Investors evaluate iShares Morningstar using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating IShares Morningstar's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause IShares Morningstar's market price to deviate significantly from intrinsic value.
Understanding that IShares Morningstar's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether IShares Morningstar represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, IShares Morningstar's market price signifies the transaction level at which participants voluntarily complete trades.
IShares Morningstar '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 Morningstar'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 Morningstar.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in IShares Morningstar on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding iShares Morningstar Equity or generate 0.0% return on investment in IShares Morningstar over 90 days. IShares Morningstar is related to or competes with IShares Morningstar, IShares Morningstar, IShares Morningstar, IShares Morningstar, IShares Morningstar, Invesco Short, and IShares Morningstar. The investment seeks to track the investment results of the Morningstar US Large-Mid Cap IndexSM composed of large- and ... More
IShares Morningstar 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 Morningstar'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 Morningstar Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8701 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 3.69 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 0.9633 |
IShares Morningstar Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Morningstar's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as IShares Morningstar's standard deviation. In reality, there are many statistical measures that can use IShares Morningstar historical prices to predict the future IShares Morningstar's volatility.| Risk Adjusted Performance | 0.0094 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | (0.01) |
IShares Morningstar 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 | 0.0094 | |||
| Market Risk Adjusted Performance | 0.0012 | |||
| Mean Deviation | 0.5369 | |||
| Semi Deviation | 0.848 | |||
| Downside Deviation | 0.8701 | |||
| Coefficient Of Variation | 7616.08 | |||
| Standard Deviation | 0.7197 | |||
| Variance | 0.518 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | (0.01) | |||
| Maximum Drawdown | 3.69 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 0.9633 | |||
| Downside Variance | 0.757 | |||
| Semi Variance | 0.7192 | |||
| Expected Short fall | (0.48) | |||
| Skewness | (0.61) | |||
| Kurtosis | 0.722 |
iShares Morningstar Backtested Returns
At this point, IShares Morningstar is very steady. iShares Morningstar holds Efficiency (Sharpe) Ratio of 0.01, which attests that the entity had a 0.01 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for iShares Morningstar, which you can use to evaluate the volatility of the entity. Please check out IShares Morningstar's Risk Adjusted Performance of 0.0094, market risk adjusted performance of 0.0012, and Downside Deviation of 0.8701 to validate if the risk estimate we provide is consistent with the expected return of 0.0069%. The etf retains a Market Volatility (i.e., Beta) of 0.0627, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Morningstar's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Morningstar is expected to be smaller as well.
Auto-correlation | 0.03 |
Virtually no predictability
iShares Morningstar Equity has virtually no predictability. Overlapping area represents the amount of predictability between IShares Morningstar 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 Morningstar price movement. The serial correlation of 0.03 indicates that only 3.0% of current IShares Morningstar price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.03 | |
| Spearman Rank Test | 0.4 | |
| Residual Average | 0.0 | |
| Price Variance | 0.36 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, iShares Morningstar Equity reported net income of 0.0. This indicator is about the same for the iShares average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States etfs average (which is currently at 0.0).
IShares Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining IShares Morningstar's current stock value. Our valuation model uses many indicators to compare IShares Morningstar value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across IShares Morningstar competition to find correlations between indicators driving IShares Morningstar's intrinsic value. More Info.iShares Morningstar Equity 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 0.22 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for iShares Morningstar Equity is roughly 4.47 . Comparative valuation analysis is a catch-all technique that is used if you cannot value IShares Morningstar by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Fund Asset Allocation for IShares Morningstar
The fund invests 99.77% 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 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 | 18.10 X | |||
| Price To Book | 4.05 X | |||
| Price To Sales | 1.95 X | |||
| Earnings Per Share | 8.29 X | |||
| Beta | 1.02 | |||
| Market Capitalization | 1.29 B | |||
| Total Asset | 842.68 M | |||
| One Year Return | 14.00 % | |||
| Three Year Return | 21.50 % | |||
| Five Year Return | 13.00 % | |||
| Ten Year Return | 15.10 % | |||
| Net Asset | 842.68 M | |||
| Last Dividend Paid | 0.56 | |||
| Equity Positions Weight | 99.77 % |
About IShares Morningstar Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares Morningstar Equity'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 Equity 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 You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Investors evaluate iShares Morningstar using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating IShares Morningstar's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause IShares Morningstar's market price to deviate significantly from intrinsic value.
Understanding that IShares Morningstar's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether IShares Morningstar represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, IShares Morningstar's market price signifies the transaction level at which participants voluntarily complete trades.