IShares Trust (Mexico) Performance
| IEO Etf | MXN 2,010 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of -0.0761, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares Trust are expected to decrease at a much lower rate. During the bear market, IShares Trust is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Trust are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, IShares Trust showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Fifty Two Week Low | 625.95 | |
| Fifty Two Week High | 1,318.42 |
IShares |
IShares Trust Relative Risk vs. Return Landscape
If you would invest 177,523 in iShares Trust on September 19, 2024 and sell it today you would earn a total of 23,457 from holding iShares Trust or generate 13.21% return on investment over 90 days. iShares Trust is generating 0.2172% of daily returns assuming 1.6827% volatility of returns over the 90 days investment horizon. Simply put, 14% of all etfs have less volatile historical return distribution than IShares Trust, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. 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 = 0.1291
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.68 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average IShares Trust is performing at about 10% 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 Trust by adding it 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.
| Price To Earning | 17.46 X | |||
| Price To Book | 1.60 X | |||
| Price To Sales | 1.09 X | |||
| Total Asset | 339.07 M | |||
About IShares Trust Performance
Evaluating IShares Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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.
The investment seeks to track the investment results of the Dow Jones U.S. ISHARES TRUST is traded on Mexico Stock Exchange in Mexico.| iShares Trust generated-1.0 ten year return of -1.0% | |
| This fund retains 99.76% of its assets under management (AUM) in equities |
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares Trust is a strong investment it is important to analyze IShares Trust's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Trust's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports: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 board of governors. For more information on how to buy IShares Etf please use our How to Invest in IShares Trust guide.You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.