Ishares Msci Eafe Fund Manager Performance Evaluation
| BTMPX Fund | USD 15.68 0.05 0.32% |
The fund retains a Market Volatility (i.e., Beta) of 0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ishares Msci's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ishares Msci is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Ishares Msci Eafe has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ishares Msci is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3500 |
Ishares |
Ishares Msci Relative Risk vs. Return Landscape
If you would invest 1,665 in Ishares Msci Eafe on August 26, 2024 and sell it today you would lose (97.00) from holding Ishares Msci Eafe or give up 5.83% of portfolio value over 90 days. Ishares Msci Eafe is currently producing negative expected returns and takes up 0.8471% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Ishares, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ishares Msci Current Valuation
Fairly Valued
Today
Please note that Ishares Msci's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ishares Msci Eafe retains a regular Real Value of $15.85 per share. The prevalent price of the fund is $15.68. We determine the value of Ishares Msci Eafe 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 Msci is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ishares Mutual Fund. However, Ishares Msci'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 15.68 | Real 15.85 | Hype 15.68 | Naive 15.42 |
The intrinsic value of Ishares Msci'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 Msci'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 Msci Eafe 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 Msci more accurately as focusing exclusively on Ishares Msci's fundamentals will not take into account other important factors: Ishares Msci Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ishares Msci's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ishares Msci Eafe, and traders can use it to determine the average amount a Ishares Msci'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 = -0.1048
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| Negative Returns | BTMPX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ishares Msci is not performing at its full potential. However, 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 Msci by adding Ishares Msci to a well-diversified portfolio.
Ishares Msci Fundamentals Growth
Ishares Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ishares Msci, and Ishares Msci 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 | 8.02 B | ||||
About Ishares Msci Performance
Evaluating Ishares Msci's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ishares Msci 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 Msci 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 will be substantially invested in securities in the MSCI EAFE Index, and will invest at least 80 percent of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in the MSCI EAFE Index.Things to note about Ishares Msci Eafe performance evaluation
Checking the ongoing alerts about Ishares Msci for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ishares Msci Eafe help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ishares Msci Eafe generated a negative expected return over the last 90 days | |
| The fund holds 142.67% of its assets under management (AUM) in equities |
- Analyzing Ishares Msci'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 Msci's stock is overvalued or undervalued compared to its peers.
- Examining Ishares Msci'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 Msci's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ishares Msci's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ishares Msci's mutual fund. These opinions can provide insight into Ishares Msci's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ishares Mutual Fund
Ishares Msci 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 Msci security.
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