Ishares Core High Etf Performance
| HDV Etf | USD 114.90 0.55 0.48% |
The etf retains a Market Volatility (i.e., Beta) of 0.28, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Core is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Core High has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable fundamental indicators, IShares Core is not utilizing all of its potentials. The recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
1 | Axxcess Wealth Management LLC Has 2.10 Million Holdings in iShares Core High Dividend ETF | 11/12/2024 |
2 | Concorde Asset Management LLC Grows Stock Position in iShares Core High Dividend ETF | 11/22/2024 |
3 | iShares Core High Dividend ETF Reaches New 52-Week High Should You Buy | 11/27/2024 |
4 | Should iShares Core High Dividend ETF Be on Your Investing Radar | 12/24/2024 |
5 | Is iShares Core High Dividend ETF a Strong ETF Right Now | 01/15/2025 |
6 | Capital Advisors Wealth Management LLC Has 440,000 Stake in iShares Core High Dividend ETF | 01/17/2025 |
| In Threey Sharp Ratio | 0.28 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 11,731 in iShares Core High on October 20, 2024 and sell it today you would lose (241.00) from holding iShares Core High or give up 2.05% of portfolio value over 90 days. iShares Core High is generating negative expected returns assuming volatility of 0.6584% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Core High, and traders can use it to determine the average amount a IShares Core'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 = -0.0476
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| Negative Returns | HDV |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Core 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 Core by adding IShares Core to a well-diversified portfolio.
IShares Core Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Core, and IShares Core 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 | 18.35 X | |||
| Price To Book | 3.24 X | |||
| Price To Sales | 2.15 X | |||
| Total Asset | 11.36 B | |||
About IShares Core Performance
Evaluating IShares Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Core 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 Core 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 fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. High Dividend is traded on NYSEARCA Exchange in the United States.| iShares Core High generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Capital Advisors Wealth Management LLC Has 440,000 Stake in iShares Core High Dividend ETF | |
| The fund retains 99.6% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core High. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
The market value of iShares Core High 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.