Ishares Msci Eafe Etf Performance
| SCZ Etf | USD 62.05 0.05 0.08% |
The etf retains a Market Volatility (i.e., Beta) of 0.51, 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
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Over the last 90 days iShares MSCI EAFE has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong fundamental indicators, IShares MSCI is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | How to Take Advantage of moves in - Stock Traders Daily | 09/11/2024 |
2 | Hexagon Capital Partners LLC Has 95,000 Holdings in iShares MSCI EAFE Small-Cap ETF | 10/11/2024 |
3 | How To Trade - Stock Traders Daily | 10/24/2024 |
4 | Bristlecone Advisors LLC Acquires Shares of 613 iShares MSCI EAFE Small-Cap ETF | 10/28/2024 |
5 | Falcon Wealth Planning Lowers Holdings in iShares MSCI EAFE Small-Cap ETF | 11/05/2024 |
6 | Savvy Advisors Inc. Sells 1,208 Shares of iShares MSCI EAFE Small-Cap ETF | 11/14/2024 |
| In Threey Sharp Ratio | -0.27 |
IShares |
IShares MSCI Relative Risk vs. Return Landscape
If you would invest 6,601 in iShares MSCI EAFE on August 24, 2024 and sell it today you would lose (396.00) from holding iShares MSCI EAFE or give up 6.0% of portfolio value over 90 days. iShares MSCI EAFE is generating negative expected returns assuming volatility of 0.8437% on return distribution over 90 days investment horizon. In other words, 7% 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 |
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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 EAFE, 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 = -0.1122
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| Negative Returns | SCZ |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares MSCI 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 MSCI by adding IShares MSCI 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 | 14.99 X | |||
| Price To Book | 1.35 X | |||
| Price To Sales | 0.76 X | |||
| Total Asset | 9.02 B | |||
About IShares MSCI Performance
Evaluating IShares MSCI's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares MSCI 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 MSCI 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 in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. EAFE Small-Cap is traded on NASDAQ Exchange in the United States.| iShares MSCI EAFE generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Savvy Advisors Inc. Sells 1,208 Shares of iShares MSCI EAFE Small-Cap ETF | |
| The fund generated three year return of -3.0% | |
| iShares MSCI EAFE maintains 98.53% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares MSCI EAFE. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of iShares MSCI EAFE 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.