Ishares Focused Value Etf Performance
| FOVL Etf | USD 73.57 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of 0.38, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Focused's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Focused 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 Focused Value are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite weak basic indicators, IShares Focused may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
1 | Alaska Air Credits Q4 Revenue Jump To Strong Travel Demand, Confirms 1 Billion Share Buyback Plan - Benzinga | 01/23/2025 |
| In Threey Sharp Ratio | 0.33 |
IShares |
IShares Focused Relative Risk vs. Return Landscape
If you would invest 6,787 in iShares Focused Value on November 3, 2024 and sell it today you would earn a total of 570.30 from holding iShares Focused Value or generate 8.4% return on investment over 90 days. iShares Focused Value is currently generating 0.1413% in daily expected returns and assumes 1.1733% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than IShares, and 98% 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 Focused Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Focused's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Focused Value, and traders can use it to determine the average amount a IShares Focused'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 = 0.1204
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Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average IShares Focused is performing at about 9% 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 Focused by adding it to a well-diversified portfolio.
IShares Focused Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Focused, and IShares Focused 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.
| Total Asset | 20.54 M | |||
About IShares Focused Performance
By examining IShares Focused's fundamental ratios, stakeholders can obtain critical insights into IShares Focused'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 Focused 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 underlying index measures the performance of large- and mid-capitalization U.S. companies with prominent value factor characteristics, as determined by Russell. Ishares Focused is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Alaska Air Credits Q4 Revenue Jump To Strong Travel Demand, Confirms 1 Billion Share Buyback Plan - Benzinga | |
| The fund retains 99.65% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Focused Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
The market value of iShares Focused Value 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 Focused's value that differs from its market value or its book value, called intrinsic value, which is IShares Focused'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 Focused's market value can be influenced by many factors that don't directly affect IShares Focused'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 Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Focused is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Focused'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.