Ishares Msci Usa Etf Performance
| QUAL Etf | USD 183.36 1.50 0.81% |
The etf retains a Market Volatility (i.e., Beta) of 0.37, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares MSCI's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares MSCI is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI USA are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, IShares MSCI is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
1 | iShares MSCI USA Quality Factor ETF Shares Purchased by SpiderRock Advisors LLC | 11/04/2024 |
2 | These are 2 ASX ETFs Id want to own in retirement - MSN | 11/20/2024 |
3 | iShares MSCI USA Quality Factor ETF is CreativeOne Wealth LLCs 9th Largest Position | 11/27/2024 |
4 | QUAL Focusing On High Quality American Companies - Seeking Alpha | 11/29/2024 |
5 | Foundations Investment Advisors, LLC Acquires Shares in FIRST TR EXCH ALPH | 12/06/2024 |
6 | Continuum Advisory LLC Reduces Stock Holdings in iShares MSCI USA Quality Factor ETF | 12/10/2024 |
7 | Is iShares MSCI USA Quality Factor ETF a Strong ETF Right Now | 12/31/2024 |
8 | Accelerate Investment Advisors LLC Has 1.31 Million Position in iShares MSCI USA Quality Factor ETF | 01/13/2025 |
9 | BCS Wealth Management Buys New Shares in iShares MSCI USA Quality Factor ETF | 01/15/2025 |
10 | Tallon Kerry Patrick Makes New Investment in iShares MSCI USA Quality Factor ETF | 01/17/2025 |
11 | Best Investment Strategies for 2025 | 01/21/2025 |
| In Threey Sharp Ratio | 0.30 |
IShares |
IShares MSCI Relative Risk vs. Return Landscape
If you would invest 17,636 in iShares MSCI USA on November 3, 2024 and sell it today you would earn a total of 700.00 from holding iShares MSCI USA or generate 3.97% return on investment over 90 days. iShares MSCI USA is currently generating 0.0678% in daily expected returns and assumes 0.7677% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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 MSCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares MSCI USA, and traders can use it to determine the average amount a IShares MSCI'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 = 0.0883
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average IShares MSCI is performing at about 6% 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 MSCI by adding it to a well-diversified portfolio.
IShares MSCI Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares MSCI, and IShares MSCI 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 | 19.07 X | |||
| Price To Book | 4.06 X | |||
| Price To Sales | 2.07 X | |||
| Total Asset | 16.41 B | |||
About IShares MSCI Performance
By examining IShares MSCI's fundamental ratios, stakeholders can obtain critical insights into IShares MSCI's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares MSCI is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund generally will invest at least 90 percent of its assets in the component securities of the underlying index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. USA Quality is traded on BATS Exchange in the United States.| Latest headline from zacks.com: Best Investment Strategies for 2025 | |
| The fund maintains 99.77% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in iShares MSCI USA. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
The market value of iShares MSCI USA 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 MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI'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 MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI'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 MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI'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.