Ishares Dividend Growers Etf Performance
| CUD Etf | CAD 56.43 0.33 0.59% |
The etf retains a Market Volatility (i.e., Beta) of 0.23, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Dividend is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Dividend Growers are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy fundamental indicators, IShares Dividend is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | 0.14 |
IShares |
IShares Dividend Relative Risk vs. Return Landscape
If you would invest 5,509 in iShares Dividend Growers on August 25, 2024 and sell it today you would earn a total of 134.00 from holding iShares Dividend Growers or generate 2.43% return on investment over 90 days. iShares Dividend Growers is generating 0.0393% of daily returns assuming 0.5905% volatility of returns over the 90 days investment horizon. Simply put, 5% of all etfs have less volatile historical return distribution than IShares Dividend, 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 Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Dividend Growers, and traders can use it to determine the average amount a IShares Dividend'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 = 0.0665
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CUD |
Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average IShares Dividend is performing at about 5% 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 Dividend by adding it to a well-diversified portfolio.
IShares Dividend Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Dividend, and IShares Dividend 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.
| Price To Earning | 21.55 X | |||
| Price To Book | 2.96 X | |||
| Price To Sales | 1.69 X | |||
| Total Asset | 312.54 M | |||
About IShares Dividend Performance
By examining IShares Dividend's fundamental ratios, stakeholders can obtain critical insights into IShares Dividend'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 Dividend 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.
The investment seeks to replicate, net of expenses, the SP High Yield Dividend Aristocrats CAD Hedged index. ISHARES SP is traded on Toronto Stock Exchange in Canada.| The fund holds 97.12% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares Dividend 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 Dividend security.