Ishares Sp 500 Fund Manager Performance Evaluation
| BSPGX Fund | USD 702.59 2.12 0.30% |
The fund retains a Market Volatility (i.e., Beta) of 0.83, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ishares Sp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ishares Sp is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ishares Sp 500 are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Ishares Sp may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.0100 |
Ishares |
Ishares Sp Relative Risk vs. Return Landscape
If you would invest 65,413 in Ishares Sp 500 on August 28, 2024 and sell it today you would earn a total of 4,846 from holding Ishares Sp 500 or generate 7.41% return on investment over 90 days. Ishares Sp 500 is currently producing 0.1146% returns and takes up 0.7694% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Ishares, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ishares Sp Current Valuation
Overvalued
Today
Please note that Ishares Sp's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ishares Sp 500 retains a regular Real Value of $625.31 per share. The prevalent price of the fund is $702.59. We determine the value of Ishares Sp 500 from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Ishares Sp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ishares Mutual Fund. However, Ishares Sp's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 702.59 | Real 625.31 | Hype 702.59 | Naive 696.36 |
The intrinsic value of Ishares Sp's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ishares Sp's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ishares Sp 500 helps investors to forecast how Ishares mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ishares Sp more accurately as focusing exclusively on Ishares Sp's fundamentals will not take into account other important factors: Ishares Sp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ishares Sp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ishares Sp 500, and traders can use it to determine the average amount a Ishares Sp's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.149
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | BSPGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Ishares Sp is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ishares Sp by adding it to a well-diversified portfolio.
Ishares Sp Fundamentals Growth
Ishares Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ishares Sp, and Ishares Sp fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ishares Mutual Fund performance.
| Total Asset | 29.59 B | ||||
About Ishares Sp Performance
Evaluating Ishares Sp's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ishares Sp has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ishares Sp has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is a feeder fund that invests all of its assets in the Master Portfolio of MIP, which has the same investment objective and strategies as the fund. At least 90 percent of the value of the funds assets is invested in securities comprising the SP 500 Index. The percentage of the funds assets invested in a given stock is approximately the same as the percentage such stock represents in the SP 500 Index.Things to note about Ishares Sp 500 performance evaluation
Checking the ongoing alerts about Ishares Sp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ishares Sp 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.44% of its assets under management (AUM) in equities |
- Analyzing Ishares Sp's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ishares Sp's stock is overvalued or undervalued compared to its peers.
- Examining Ishares Sp's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ishares Sp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ishares Sp's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ishares Sp's mutual fund. These opinions can provide insight into Ishares Sp's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ishares Mutual Fund
Ishares Sp financial ratios help investors to determine whether Ishares Mutual Fund 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 Sp security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |