Ishares Large Cap Etf Performance
| MAXJ Etf | 26.37 0.10 0.38% |
The etf retains a Market Volatility (i.e., Beta) of 0.0944, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Large is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Large Cap are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Even with relatively steady basic indicators, IShares Large is not utilizing all of its potentials. The latest stock price chaos, may contribute to medium-term losses for the stakeholders. ...more
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IShares |
IShares Large Relative Risk vs. Return Landscape
If you would invest 2,573 in iShares Large Cap on October 21, 2024 and sell it today you would earn a total of 64.00 from holding iShares Large Cap or generate 2.49% return on investment over 90 days. iShares Large Cap is currently generating 0.04% in daily expected returns and assumes 0.2793% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Large's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Large Cap, and traders can use it to determine the average amount a IShares Large'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 = 0.1433
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Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average IShares Large is performing at about 11% 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 Large by adding it to a well-diversified portfolio.
About IShares Large Performance
By evaluating IShares Large's fundamental ratios, stakeholders can gain valuable insights into IShares Large's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Large 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 Large 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.
IShares Large is entity of United States. It is traded as Etf on BATS exchange.| Latest headline from zacks.com: ETF Launches Hit a Record in 2024 A Look at the Top Themes |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares Large 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 interest. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
The market value of iShares Large Cap 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 Large's value that differs from its market value or its book value, called intrinsic value, which is IShares Large'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 Large's market value can be influenced by many factors that don't directly affect IShares Large'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 Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Large'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.