Ishares Interest Rate Etf Performance
| HYGH Etf | USD 87.06 0.02 0.02% |
The etf retains a Market Volatility (i.e., Beta) of 0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Interest's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Interest is expected to be smaller as well.
Risk-Adjusted Performance
19 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Interest Rate are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong technical and fundamental indicators, IShares Interest is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | When the Price of Talks, People Listen - Stock Traders Daily | 09/30/2024 |
2 | iShares Interest Rate Hedged High Yield Bond ETF is MinichMacGregor Wealth Management LLCs 6th Largest Position | 11/05/2024 |
| In Threey Sharp Ratio | 0.47 |
IShares |
IShares Interest Relative Risk vs. Return Landscape
If you would invest 8,385 in iShares Interest Rate on August 27, 2024 and sell it today you would earn a total of 321.00 from holding iShares Interest Rate or generate 3.83% return on investment over 90 days. iShares Interest Rate is currently generating 0.059% in daily expected returns and assumes 0.2376% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% 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 |
| Risk |
IShares Interest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Interest's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Interest Rate, and traders can use it to determine the average amount a IShares Interest'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 = 0.2483
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Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average IShares Interest is performing at about 19% 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 Interest by adding it to a well-diversified portfolio.
IShares Interest Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Interest, and IShares Interest 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 | 104.12 M | |||
About IShares Interest Performance
By evaluating IShares Interest's fundamental ratios, stakeholders can gain valuable insights into IShares Interest's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Interest 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 Interest 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 seeks to track the investment results of the underlying index, which is designed to minimize the interest-rate risk of a portfolio composed of U.S. dollar-denominated, high yield corporate bonds, represented in the underlying index by the underlying fund. Int Rate is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: iShares Interest Rate Hedged High Yield Bond ETF is MinichMacGregor Wealth Management LLCs 6th Largest Position | |
| The fund retains about 13.5% of its assets under management (AUM) in fixed income securities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Interest Rate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of iShares Interest Rate 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 Interest's value that differs from its market value or its book value, called intrinsic value, which is IShares Interest'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 Interest's market value can be influenced by many factors that don't directly affect IShares Interest'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 Interest's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Interest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Interest'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.