IShares SP (Netherlands) Performance
| IUSA Etf | EUR 57.80 0.02 0.03% |
The etf retains a Market Volatility (i.e., Beta) of 0.11, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares SP is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in iShares SP 500 are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, IShares SP may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
| Fifty Two Week Low | 34.60 | |
| Fifty Two Week High | 42.54 |
IShares |
IShares SP Relative Risk vs. Return Landscape
If you would invest 5,219 in iShares SP 500 on November 2, 2024 and sell it today you would earn a total of 561.00 from holding iShares SP 500 or generate 10.75% return on investment over 90 days. iShares SP 500 is generating 0.1714% of daily returns and assumes 0.8926% volatility on return distribution over the 90 days horizon. Simply put, 7% of etfs are less volatile than IShares, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares SP 500, and traders can use it to determine the average amount a IShares SP'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 = 0.192
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | IUSA | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average IShares SP is performing at about 15% 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 SP by adding it to a well-diversified portfolio.
IShares SP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares SP, and IShares SP 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 | 11 B | |||
About IShares SP Performance
Assessing IShares SP's fundamental ratios provides investors with valuable insights into IShares SP's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares SP 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.
ISHARES SP is traded on Amsterdam Stock Exchange in Netherlands.| The fund retains 99.83% of its assets under management (AUM) in equities |
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares SP 500 is a strong investment it is important to analyze IShares SP'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 SP'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 SP 500. 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. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.