Ishares Residential And Etf Performance
| REZ Etf | USD 80.76 0.01 0.01% |
The etf retains a Market Volatility (i.e., Beta) of 0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Residential's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Residential is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days iShares Residential and has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, IShares Residential is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.29 |
IShares |
IShares Residential Relative Risk vs. Return Landscape
If you would invest 8,583 in iShares Residential and on October 22, 2024 and sell it today you would lose (507.00) from holding iShares Residential and or give up 5.91% of portfolio value over 90 days. iShares Residential and is generating negative expected returns assuming volatility of 1.1099% on return distribution over 90 days investment horizon. In other words, 9% 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 Residential Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Residential's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Residential and, and traders can use it to determine the average amount a IShares Residential'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 = -0.0844
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | REZ |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Residential 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 Residential by adding IShares Residential to a well-diversified portfolio.
IShares Residential Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Residential, and IShares Residential 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 | 21.07 X | |||
| Price To Book | 2.12 X | |||
| Price To Sales | 7.19 X | |||
| Total Asset | 700.06 M | |||
About IShares Residential Performance
Evaluating IShares Residential's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Residential 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 Residential 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 will invest at least 80 percent of its assets in the component securities of the underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Residential is traded on NYSEARCA Exchange in the United States.| IShares Residential generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| iShares Residential and maintains 99.41% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in iShares Residential and. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. 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 Residential and 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 Residential's value that differs from its market value or its book value, called intrinsic value, which is IShares Residential'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 Residential's market value can be influenced by many factors that don't directly affect IShares Residential'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 Residential's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Residential is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Residential'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.