Ishares Fundamental Hedged Etf Performance
| CLU Etf | 61.22 0.73 1.21% |
The etf retains a Market Volatility (i.e., Beta) of -0.0217, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares Fundamental are expected to decrease at a much lower rate. During the bear market, IShares Fundamental is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Fundamental Hedged are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, IShares Fundamental is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Russia said to be open to supplying Venezuela with hypersonic missiles - Seeking Alpha | 11/05/2025 |
2 | BlackRock Canada Announces Estimated Annual Reinvested Capital Gains Distributions for iShares ETFs for 2025 Tax Year - Quiver Quantitative | 12/22/2025 |
IShares |
IShares Fundamental Relative Risk vs. Return Landscape
If you would invest 5,879 in iShares Fundamental Hedged on September 24, 2025 and sell it today you would earn a total of 243.00 from holding iShares Fundamental Hedged or generate 4.13% return on investment over 90 days. iShares Fundamental Hedged is generating 0.0657% of daily returns and assumes 0.7034% volatility on return distribution over the 90 days horizon. Simply put, 6% of etfs are less volatile than IShares, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares Fundamental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Fundamental's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Fundamental Hedged, and traders can use it to determine the average amount a IShares Fundamental'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 = 0.0935
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| Cash | CLU | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average IShares Fundamental is performing at about 7% 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 Fundamental by adding it to a well-diversified portfolio.
About IShares Fundamental Performance
By examining IShares Fundamental's fundamental ratios, stakeholders can obtain critical insights into IShares Fundamental's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Fundamental is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
IShares Fundamental is entity of Canada. It is traded as Etf on NEO exchange.| Latest headline from news.google.com: BlackRock Canada Announces Estimated Annual Reinvested Capital Gains Distributions for iShares ETFs for 2025 Tax Year - Quiver Quantitative |
Other Information on Investing in IShares Etf
IShares Fundamental financial ratios help investors to determine whether IShares Etf 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 Fundamental security.