IShares ATX (Austria) Performance
| EX01 Etf | EUR 37.37 0.04 0.11% |
The etf retains a Market Volatility (i.e., Beta) of 0.33, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares ATX's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares ATX is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares ATX UCITS has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest inconsistent performance, the Etf's forward indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the Etf traders. ...more
| Fifty Two Week Low | 28.40 | |
| Fifty Two Week High | 36.35 |
IShares |
IShares ATX Relative Risk vs. Return Landscape
If you would invest 4,108 in iShares ATX UCITS on August 30, 2024 and sell it today you would lose (371.00) from holding iShares ATX UCITS or give up 9.03% of portfolio value over 90 days. iShares ATX UCITS is generating negative expected returns and assumes 0.9968% volatility on return distribution over the 90 days horizon. Simply put, 8% 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 ATX Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares ATX's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares ATX UCITS, and traders can use it to determine the average amount a IShares ATX'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 = -0.1433
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EX01 |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.14 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares ATX 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 ATX by adding IShares ATX to a well-diversified portfolio.
IShares ATX Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares ATX, and IShares ATX 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 | 13.05 X | |||
| Price To Book | 1.04 X | |||
| Price To Sales | 0.75 X | |||
| Total Asset | 93.66 M | |||
About IShares ATX Performance
By evaluating IShares ATX's fundamental ratios, stakeholders can gain valuable insights into IShares ATX's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares ATX 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 ATX 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.
iShares ATX is an exchange traded fund that aims to track the performance of the ATX Index as closely as possible. iShares ATX is traded on Vienna Stock Exchange in Austria.| iShares ATX UCITS generated a negative expected return over the last 90 days | |
| The fund retains 98.12% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares ATX 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 ATX security.