Ishares Morningstar Mid Cap Etf Net Income
| JKH Etf | USD 84.09 0.62 0.74% |
As of the 27th of February, IShares Morningstar retains the Downside Deviation of 0.9647, risk adjusted performance of 0.0893, and Market Risk Adjusted Performance of (0.46). 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.
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 Mid Cap 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 Mid 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. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. 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.
| 11/29/2025 |
| 02/27/2026 |
If you would invest 0.00 in IShares Morningstar on November 29, 2025 and sell it all today you would earn a total of 0.00 from holding iShares Morningstar Mid Cap 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 SP, and IShares Morningstar. The investment seeks to track the investment results of the Morningstar US Mid Cap Broad Growth IndexSM composed of mid-... 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 Mid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9647 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 5.03 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 1.45 |
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 | 0.0893 | |||
| Jensen Alpha | 0.1241 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | (0.47) |
IShares Morningstar February 27, 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 | 0.0893 | |||
| Market Risk Adjusted Performance | (0.46) | |||
| Mean Deviation | 0.7532 | |||
| Semi Deviation | 0.8198 | |||
| Downside Deviation | 0.9647 | |||
| Coefficient Of Variation | 872.89 | |||
| Standard Deviation | 0.9599 | |||
| Variance | 0.9215 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.1241 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | (0.47) | |||
| Maximum Drawdown | 5.03 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 1.45 | |||
| Downside Variance | 0.9306 | |||
| Semi Variance | 0.6721 | |||
| Expected Short fall | (0.77) | |||
| Skewness | 0.0881 | |||
| Kurtosis | 0.5385 |
iShares Morningstar Mid Backtested Returns
IShares Morningstar is very steady at the moment. iShares Morningstar Mid holds Efficiency (Sharpe) Ratio of 0.0881, which attests that the entity had a 0.0881 % return per unit of risk over the last 3 months. We have found thirty technical indicators for iShares Morningstar Mid, which you can use to evaluate the volatility of the entity. Please check out IShares Morningstar's Market Risk Adjusted Performance of (0.46), risk adjusted performance of 0.0893, and Downside Deviation of 0.9647 to validate if the risk estimate we provide is consistent with the expected return of 0.0813%. The etf retains a Market Volatility (i.e., Beta) of -0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares Morningstar are expected to decrease at a much lower rate. During the bear market, IShares Morningstar is likely to outperform the market.
Auto-correlation | 0.28 |
Poor predictability
iShares Morningstar Mid Cap has poor predictability. Overlapping area represents the amount of predictability between IShares Morningstar time series from 29th of November 2025 to 13th of January 2026 and 13th of January 2026 to 27th 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 Mid price movement. The serial correlation of 0.28 indicates that nearly 28.0% of current IShares Morningstar price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.28 | |
| Spearman Rank Test | 0.2 | |
| Residual Average | 0.0 | |
| Price Variance | 0.62 |
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 Mid Cap 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 Mid-Cap Growth (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 Mid Cap 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 . 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 Morningstar's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for IShares Morningstar
The fund invests 99.93% 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 | (17.05) X | |||
| Price To Book | 4.04 X | |||
| Price To Sales | 2.79 X | |||
| Earnings Per Share | (1.33) X | |||
| Beta | 1.08 | |||
| Market Capitalization | 898.01 M | |||
| Total Asset | 1.59 B | |||
| One Year Return | 11.50 % | |||
| Three Year Return | 14.40 % | |||
| Five Year Return | 6.40 % | |||
| Ten Year Return | 14.30 % | |||
| Net Asset | 1.59 B | |||
| Last Dividend Paid | 0.12 | |||
| Equity Positions Weight | 99.93 % |
About IShares Morningstar Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares Morningstar Mid 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 Mid 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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Investors evaluate iShares Morningstar Mid 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. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. 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.