IShares JP (UK) Performance
| SEML Etf | 34.33 0.08 0.23% |
The etf retains a Market Volatility (i.e., Beta) of -0.0811, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares JP are expected to decrease at a much lower rate. During the bear market, IShares JP is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares JP Morgan are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, IShares JP is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
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| In Threey Sharp Ratio | -0.35 |
IShares |
IShares JP Relative Risk vs. Return Landscape
If you would invest 3,374 in iShares JP Morgan on August 24, 2024 and sell it today you would earn a total of 59.00 from holding iShares JP Morgan or generate 1.75% return on investment over 90 days. iShares JP Morgan is generating 0.0278% of daily returns and assumes 0.3798% volatility on return distribution over the 90 days horizon. Simply put, 3% of etfs are less volatile than IShares, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares JP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares JP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares JP Morgan, and traders can use it to determine the average amount a IShares JP'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 = 0.0732
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| Negative Returns | SEML |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average IShares JP is performing at about 5% 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 JP by adding it to a well-diversified portfolio.
IShares JP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares JP, and IShares JP 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.
About IShares JP Performance
Assessing IShares JP's fundamental ratios provides investors with valuable insights into IShares JP's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares JP is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
IShares JP is entity of United Kingdom. It is traded as Etf on LSE exchange.| The fund generated five year return of -1.0% |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares JP Morgan. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.