Ishares Trust Etf Performance
| IBII Etf | 25.25 0.02 0.08% |
The etf retains a Market Volatility (i.e., Beta) of 0.0276, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Trust is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Trust has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong forward indicators, IShares Trust is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | Technical Data - Stock Traders Daily | 09/26/2024 |
IShares |
IShares Trust Relative Risk vs. Return Landscape
If you would invest 2,573 in iShares Trust on August 27, 2024 and sell it today you would lose (48.00) from holding iShares Trust or give up 1.87% of portfolio value over 90 days. iShares Trust is currently does not generate positive expected returns and assumes 0.2793% 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 Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Trust, and traders can use it to determine the average amount a IShares Trust'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 = -0.104
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| Negative Returns | IBII |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Trust 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 Trust by adding IShares Trust to a well-diversified portfolio.
IShares Trust Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Trust, and IShares Trust 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.
| Cash And Equivalents | 45.66 K | |||
| Total Debt | 3.79 M | |||
| Debt To Equity | 0.46 % | |||
| Cash Flow From Operations | (833.88 K) | |||
| Total Asset | 12.87 M | |||
| Retained Earnings | (11.99 M) | |||
| Current Asset | 52 K | |||
| Current Liabilities | 4.35 M | |||
About IShares Trust Performance
By evaluating IShares Trust's fundamental ratios, stakeholders can gain valuable insights into IShares Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Trust 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 Trust 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.
Island Breeze International, Inc. engages in developing and operating entertainment day cruises in the United States.| iShares Trust generated a negative expected return over the last 90 days | |
| iShares Trust currently holds 3.79 M in liabilities with Debt to Equity (D/E) ratio of 0.46, which is about average as compared to similar companies. iShares Trust has a current ratio of 0.01, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist IShares Trust until it has trouble settling it off, either with new capital or with free cash flow. So, IShares Trust's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like iShares Trust sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for IShares to invest in growth at high rates of return. When we think about IShares Trust's use of debt, we should always consider it together with cash and equity. | |
| Net Loss for the year was (1.77 M) with profit before overhead, payroll, taxes, and interest of 0. | |
| iShares Trust currently holds about 45.66 K in cash with (833.88 K) of positive cash flow from operations. |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. For more detail on how to invest in IShares Etf please use our How to Invest in IShares Trust guide.You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of iShares Trust 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 Trust's value that differs from its market value or its book value, called intrinsic value, which is IShares Trust'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 Trust's market value can be influenced by many factors that don't directly affect IShares Trust'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 Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Trust'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.