Ishares Russell 3000 Etf Performance
| IWV Etf | USD 340.51 2.29 0.68% |
The etf retains a Market Volatility (i.e., Beta) of 0.94, which attests to possible diversification benefits within a given portfolio. IShares Russell returns are very sensitive to returns on the market. As the market goes up or down, IShares Russell is expected to follow.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Russell 3000 are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, IShares Russell may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | VTI Likely Better Than SPY Now - Seeking Alpha | 09/10/2024 |
2 | Sax Wealth Advisors LLC Cuts Stock Holdings in iShares Russell 3000 ETF | 10/18/2024 |
3 | iShares Russell 3000 ETF Shares Sold by Pure Financial Advisors LLC | 11/04/2024 |
4 | The Communication Services Sector Playbook Strategies For Smart Investments | 11/07/2024 |
5 | First National Trust Co Raises Holdings in iShares Russell 3000 ETF | 11/12/2024 |
6 | Trump Media saw the largest increase in short interest in October | 11/20/2024 |
| In Threey Sharp Ratio | 0.28 |
IShares |
IShares Russell Relative Risk vs. Return Landscape
If you would invest 31,864 in iShares Russell 3000 on August 24, 2024 and sell it today you would earn a total of 2,187 from holding iShares Russell 3000 or generate 6.86% return on investment over 90 days. iShares Russell 3000 is generating 0.1086% of daily returns assuming volatility of 0.7996% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than IShares, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Russell's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Russell 3000, and traders can use it to determine the average amount a IShares Russell'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 = 0.1358
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average IShares Russell 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 Russell by adding it to a well-diversified portfolio.
IShares Russell Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Russell, and IShares Russell 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 | 2.32 X | |||
| Price To Book | 2.57 X | |||
| Price To Sales | 1.76 X | |||
| Earnings Per Share | 16.77 X | |||
| Total Asset | 9.44 B | |||
About IShares Russell Performance
Evaluating IShares Russell's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Russell 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 Russell 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 fund generally invests at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Russell 3000 is traded on NYSEARCA Exchange in the United States.| Latest headline from seekingalpha.com: Trump Media saw the largest increase in short interest in October | |
| The fund retains 99.79% 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 Russell 3000. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of iShares Russell 3000 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 Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell'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 Russell's market value can be influenced by many factors that don't directly affect IShares Russell'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 Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell'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.