Ishares Regional Banks Etf Performance
| IAT Etf | USD 56.68 0.22 0.39% |
The etf retains a Market Volatility (i.e., Beta) of 1.96, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares Regional will likely underperform.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Regional Banks are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively inconsistent basic indicators, IShares Regional unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | The Zacks Analyst Blog Highlights IYF, IAT, XLF and KBWB | 09/24/2024 |
2 | iShares U.S. Regional Banks ETF Sees Large Volume Increase Still a Buy | 10/25/2024 |
3 | Should You Invest in the iShares U.S. Regional Banks ETF | 11/26/2024 |
| In Threey Sharp Ratio | -0.13 |
IShares |
IShares Regional Relative Risk vs. Return Landscape
If you would invest 4,773 in iShares Regional Banks on August 29, 2024 and sell it today you would earn a total of 895.00 from holding iShares Regional Banks or generate 18.75% return on investment over 90 days. iShares Regional Banks is generating 0.2865% of daily returns assuming volatility of 1.9272% on return distribution over 90 days investment horizon. In other words, 17% of etfs are less volatile than IShares, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Regional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Regional's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Regional Banks, and traders can use it to determine the average amount a IShares Regional'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 = 0.1487
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.93 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average IShares Regional is performing at about 11% 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 Regional by adding it to a well-diversified portfolio.
IShares Regional Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Regional, and IShares Regional 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 | 17.16 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 4.12 X | |||
| Total Asset | 771.89 M | |||
About IShares Regional Performance
Assessing IShares Regional's fundamental ratios provides investors with valuable insights into IShares Regional's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Regional 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 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. US Regional is traded on NYSEARCA Exchange in the United States.| Latest headline from zacks.com: Should You Invest in the iShares U.S. Regional Banks ETF | |
| The fund retains 99.74% 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 Regional Banks. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of iShares Regional Banks 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 Regional's value that differs from its market value or its book value, called intrinsic value, which is IShares Regional'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 Regional's market value can be influenced by many factors that don't directly affect IShares Regional'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 Regional's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Regional is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Regional'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.