Ishares Morningstar Small Cap Etf Performance
| JKJ Etf | USD 63.81 0.07 0.11% |
The etf retains a Market Volatility (i.e., Beta) of 0.0895, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Morningstar's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Morningstar is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Morningstar Small Cap are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile forward-looking signals, IShares Morningstar revealed solid returns over the last few months and may actually be approaching a breakup point. ...more
| In Threey Sharp Ratio | -0.01 |
IShares |
IShares Morningstar Relative Risk vs. Return Landscape
If you would invest 5,633 in iShares Morningstar Small Cap on August 31, 2024 and sell it today you would earn a total of 748.00 from holding iShares Morningstar Small Cap or generate 13.28% return on investment over 90 days. iShares Morningstar Small Cap is generating 0.2037% of daily returns assuming volatility of 1.0704% on return distribution over 90 days investment horizon. In other words, 9% of etfs are less volatile than IShares, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Morningstar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Morningstar's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Morningstar Small Cap, and traders can use it to determine the average amount a IShares Morningstar'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 = 0.1903
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| Small Returns | JKJ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average IShares Morningstar is performing at about 14% 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 Morningstar by adding it to a well-diversified portfolio.
IShares Morningstar Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Morningstar, and IShares Morningstar 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 | (34.49) X | |||
| Price To Book | 2.12 X | |||
| Price To Sales | 1.41 X | |||
| Earnings Per Share | 8.12 X | |||
| Total Asset | 241.22 M | |||
About IShares Morningstar Performance
By evaluating IShares Morningstar's fundamental ratios, stakeholders can gain valuable insights into IShares Morningstar's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Morningstar 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 Morningstar 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 seeks to track the investment results of the Morningstar US Small-Cap Extended IndexSM composed of small-capitalization U.S. equities. ISHARES MORNINGSTAR is traded on NYSEARCA Exchange in the United States.| The fund retains 99.83% 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 Morningstar Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in industry. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
The market value of iShares Morningstar 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 Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar'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 Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar'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 Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar'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.