Ishares Environmental Infrastructure Etf Performance
| EFRA Etf | USD 33.43 0.04 0.12% |
The etf retains a Market Volatility (i.e., Beta) of 0.58, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Environmental's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Environmental is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Environmental Infrastructure are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, IShares Environmental is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
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IShares Environmental Relative Risk vs. Return Landscape
If you would invest 3,320 in iShares Environmental Infrastructure on August 30, 2024 and sell it today you would earn a total of 23.00 from holding iShares Environmental Infrastructure or generate 0.69% return on investment over 90 days. iShares Environmental Infrastructure is currently generating 0.0138% in daily expected returns and assumes 0.7653% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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IShares Environmental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Environmental's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Environmental Infrastructure, and traders can use it to determine the average amount a IShares Environmental'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 = 0.0181
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average IShares Environmental is performing at about 1% 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 Environmental by adding it to a well-diversified portfolio.
About IShares Environmental Performance
By analyzing IShares Environmental's fundamental ratios, stakeholders can gain valuable insights into IShares Environmental's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Environmental 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 Environmental has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund seeks to track the investment results of the index, which has been developed by FTSE International Limited . Ishares Environmental is traded on NASDAQ Exchange in the United States.| Latest headline from thelincolnianonline.com: MOBOX Hits 24 Hour Trading Volume of 14.82 Million |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Environmental Infrastructure. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
The market value of iShares Environmental is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Environmental's value that differs from its market value or its book value, called intrinsic value, which is IShares Environmental's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Environmental's market value can be influenced by many factors that don't directly affect IShares Environmental's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Environmental's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Environmental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Environmental'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.