Ishares Core Sp Etf Performance
| ITOT Etf | USD 117.63 9.51 8.80% |
The etf retains a Market Volatility (i.e., Beta) of 1.09, which attests to a somewhat significant risk relative to the market. IShares Core returns are very sensitive to returns on the market. As the market goes up or down, IShares Core is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Core SP has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest inconsistent performance, the Etf's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the exchange-traded fund private investors. ...more
1 | iShares Core SP Total U.S. Stock Market ETF Shares Purchased by Parkside Investments LLC | 01/27/2025 |
2 | Strategic Blueprint LLC Lowers Stock Position in iShares Core SP Total U.S. Stock Market ETF | 01/30/2025 |
3 | 3,500 Shares in iShares Core SP Total U.S. Stock Market ETF Acquired by YANKCOM Partnership | 02/06/2025 |
4 | Vantage Financial Partners LLC Has 55.98 Million Stock Position in iShares Core SP Total U.S. Stock Market ETF | 03/05/2025 |
5 | TIAA Trust National Association Cuts Position in iShares Core SP Total U.S. Stock Market ETF | 03/27/2025 |
6 | When Moves Investors should Listen - news.stocktradersdaily.com | 03/31/2025 |
| In Threey Sharp Ratio | 0.28 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 12,711 in iShares Core SP on January 9, 2025 and sell it today you would lose (948.00) from holding iShares Core SP or give up 7.46% of portfolio value over 90 days. iShares Core SP is currently does not generate positive expected returns and assumes 1.8167% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% 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 Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Core SP, and traders can use it to determine the average amount a IShares Core'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 = -0.0599
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ITOT |
Estimated Market Risk
| 1.82 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.11 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 Core 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 Core by adding IShares Core to a well-diversified portfolio.
IShares Core Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Core, and IShares Core 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 | 2.65 X | |||
| Price To Book | 2.56 X | |||
| Price To Sales | 1.75 X | |||
| Earnings Per Share | 5.24 X | |||
| Total Asset | 38.8 B | |||
About IShares Core Performance
Assessing IShares Core's fundamental ratios provides investors with valuable insights into IShares Core's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Core 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 index consists of all U.S. common equities listed on the NYSE, the NASDAQ Global Select Market, the NASDAQ Select Market, the NASDAQ Capital Market, Cboe BZX, Cboe BYX, Cboe EDGA and Cboe EDGX, Inc. SP Total is traded on NYSEARCA Exchange in the United States.| iShares Core SP generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: When Moves Investors should Listen - news.stocktradersdaily.com | |
| The fund retains 99.77% 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 Core SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of iShares Core SP 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.