IShares JP (Switzerland) Performance
| CMES Etf | CHF 4.30 0.01 0.23% |
The etf retains a Market Volatility (i.e., Beta) of -0.0068, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares JP are expected to decrease at a much lower rate. During the bear market, IShares JP is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days iShares JP Morgan has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, IShares JP is not utilizing all of its potentials. The newest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
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IShares JP Relative Risk vs. Return Landscape
If you would invest 433.00 in iShares JP Morgan on August 31, 2024 and sell it today you would lose (3.00) from holding iShares JP Morgan or give up 0.69% of portfolio value over 90 days. iShares JP Morgan is generating negative expected returns and assumes 0.3614% volatility on return distribution over the 90 days horizon. Simply put, 3% 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 |
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IShares JP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares JP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares JP Morgan, and traders can use it to determine the average amount a IShares JP'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 = -0.0278
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| Negative Returns | CMES |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares JP 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 JP by adding IShares JP to a well-diversified portfolio.
IShares JP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares JP, and IShares JP 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 Etf performance.
About IShares JP Performance
Evaluating IShares JP's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares JP 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 JP 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 investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the J.P. ISh JPM is traded on Switzerland Exchange in Switzerland.| iShares JP Morgan generated a negative expected return over the last 90 days | |
| The fund holds about 99.23% of its assets under management (AUM) in fixed income securities |
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares JP Morgan offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares JP's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Jp Morgan Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Jp Morgan Etf:Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares JP Morgan. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Please note, there is a significant difference between IShares JP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares JP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares JP's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.