Ishares Real Estate Etf Performance
| IYR Etf | USD 94.82 0.21 0.22% |
The etf retains a Market Volatility (i.e., Beta) of 0.0853, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Real is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Real Estate has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, IShares Real is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | SA Asks How will REITs, homebuilder stocks be impacted by the election | 11/07/2024 |
2 | Investment Analysis - Stock Traders Daily | 11/13/2024 |
3 | Maven Securities LTD Decreases Stock Holdings in iShares U.S. Real Estate ETF | 12/04/2024 |
4 | The Crown Stock Market | 12/24/2024 |
| In Threey Sharp Ratio | -0.30 |
IShares |
IShares Real Relative Risk vs. Return Landscape
If you would invest 9,744 in iShares Real Estate on November 3, 2024 and sell it today you would lose (262.00) from holding iShares Real Estate or give up 2.69% of portfolio value over 90 days. iShares Real Estate is generating negative expected returns assuming volatility of 1.1844% on return distribution over 90 days investment horizon. In other words, 10% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Real's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Real Estate, and traders can use it to determine the average amount a IShares Real'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 = -0.0325
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| Negative Returns | IYR |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Real 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 Real by adding IShares Real to a well-diversified portfolio.
IShares Real Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Real, and IShares Real 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.
| Return On Equity | 27.01 | |||
| Return On Asset | 1.28 | |||
| Operating Margin | 83.03 % | |||
| Current Valuation | 5.44 B | |||
| Shares Outstanding | 49.35 M | |||
| Price To Earning | 4.30 X | |||
| Price To Book | 1.38 X | |||
| Price To Sales | 56.98 X | |||
| Revenue | 96.32 M | |||
| Cash And Equivalents | 6.82 M | |||
| Cash Per Share | 0.13 X | |||
| Total Debt | 1.96 M | |||
| Book Value Per Share | 80.62 X | |||
| Earnings Per Share | 11.73 X | |||
| Total Asset | 3.7 B | |||
About IShares Real Performance
Assessing IShares Real's fundamental ratios provides investors with valuable insights into IShares Real's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Real 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 fund seeks to track the investment results of the Dow Jones U.S. US Real is traded on NYSEARCA Exchange in the United States.| iShares Real Estate generated a negative expected return over the last 90 days | |
| Over 96.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Investment Analysis - Stock Traders Daily | |
| The fund generated three year return of 0.0% | |
| iShares Real Estate retains 99.66% 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 Real Estate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of iShares Real Estate 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 Real's value that differs from its market value or its book value, called intrinsic value, which is IShares Real'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 Real's market value can be influenced by many factors that don't directly affect IShares Real'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 Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Real'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.