IShares Developed (Switzerland) Performance
| IWDP Etf | USD 23.86 0.13 0.55% |
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 Developed's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Developed is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Developed Markets has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, IShares Developed is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Fifty Two Week Low | 23.31 | |
| Fifty Two Week High | 27.80 |
IShares |
IShares Developed Relative Risk vs. Return Landscape
If you would invest 2,544 in iShares Developed Markets on September 14, 2024 and sell it today you would lose (158.00) from holding iShares Developed Markets or give up 6.21% of portfolio value over 90 days. iShares Developed Markets is generating negative expected returns and assumes 0.6645% volatility on return distribution over the 90 days horizon. Simply put, 5% of etfs are less volatile than IShares, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares Developed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Developed's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Developed Markets, and traders can use it to determine the average amount a IShares Developed'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 = -0.1474
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IWDP |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Developed 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 Developed by adding IShares Developed to a well-diversified portfolio.
IShares Developed Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Developed, and IShares Developed 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 | 18.82 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 6.34 X | |||
| Total Asset | 3.32 B | |||
About IShares Developed Performance
Evaluating IShares Developed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Developed 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 Developed 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 objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the FTSE EPRANAREIT Developed Dividend Index. iSh DevMark is traded on Switzerland Exchange in Switzerland.| IShares Developed generated a negative expected return over the last 90 days | |
| The fund retains 97.88% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares Developed financial ratios help investors to determine whether IShares Etf 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 Developed security.