IShares SP (Mexico) Manager Performance Evaluation
| IVVPESO Fund | MXN 118.56 0.80 0.67% |
The fund 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
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in iShares SP 500 are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of very unfluctuating basic indicators, IShares SP may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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IShares SP Relative Risk vs. Return Landscape
If you would invest 10,857 in iShares SP 500 on September 18, 2024 and sell it today you would earn a total of 998.00 from holding iShares SP 500 or generate 9.19% return on investment over 90 days. iShares SP 500 is generating 0.1467% of daily returns and assumes 0.7028% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than IShares, and 98% 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 funds, 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 = 0.2087
| Best Portfolio | Best Equity | |||
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| Cash | IVVPESO | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average IShares SP is performing at about 16% 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.
About IShares SP Performance
By examining IShares SP's fundamental ratios, stakeholders can obtain critical insights into IShares SP's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares SP is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Things to note about iShares SP 500 performance evaluation
Checking the ongoing alerts about IShares SP for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for iShares SP 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating IShares SP's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate IShares SP's fund performance include:- Analyzing IShares SP's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether IShares SP's stock is overvalued or undervalued compared to its peers.
- Examining IShares SP's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating IShares SP's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IShares SP's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of IShares SP's fund. These opinions can provide insight into IShares SP's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in IShares Fund
IShares SP financial ratios help investors to determine whether IShares Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IShares with respect to the benefits of owning IShares SP security.
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