IShares AEX (Netherlands) Performance
| IAEX Etf | EUR 88.26 0.56 0.64% |
The etf retains a Market Volatility (i.e., Beta) of 0.0354, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares AEX's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares AEX is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares AEX UCITS has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, IShares AEX is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Fifty Two Week Low | 52.72 | |
| Fifty Two Week High | 80.27 |
IShares |
IShares AEX Relative Risk vs. Return Landscape
If you would invest 9,114 in iShares AEX UCITS on September 3, 2024 and sell it today you would lose (288.00) from holding iShares AEX UCITS or give up 3.16% of portfolio value over 90 days. iShares AEX UCITS is generating negative expected returns and assumes 0.8214% volatility on return distribution over the 90 days horizon. Simply put, 7% 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 AEX Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares AEX's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares AEX UCITS, and traders can use it to determine the average amount a IShares AEX'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 = -0.0561
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IAEX |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares AEX 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 AEX by adding IShares AEX to a well-diversified portfolio.
IShares AEX Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares AEX, and IShares AEX 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 | 420.49 M | |||
About IShares AEX Performance
Assessing IShares AEX's fundamental ratios provides investors with valuable insights into IShares AEX's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares AEX is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the AEX-Index. ISHARES AEX is traded on Amsterdam Stock Exchange in Netherlands.| iShares AEX UCITS generated a negative expected return over the last 90 days | |
| The fund retains 99.35% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares AEX 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 AEX security.