IShares V (UK) Performance
| SPOG Etf | 2,120 16.00 0.76% |
The etf retains a Market Volatility (i.e., Beta) of 0.0961, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares V's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares V is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares V Public are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, IShares V may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
| In Threey Sharp Ratio | 0.43 |
IShares |
IShares V Relative Risk vs. Return Landscape
If you would invest 199,900 in iShares V Public on November 1, 2024 and sell it today you would earn a total of 12,125 from holding iShares V Public or generate 6.07% return on investment over 90 days. iShares V Public is generating 0.1063% of daily returns and assumes 1.4051% volatility on return distribution over the 90 days horizon. Simply put, 12% of etfs are less volatile than IShares, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares V Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares V's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares V Public, and traders can use it to determine the average amount a IShares V'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 = 0.0756
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| Cash | Small Risk | SPOG | High Risk | Huge Risk |
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Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average IShares V 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 V by adding it to a well-diversified portfolio.
IShares V Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares V, and IShares V 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 V Performance
Assessing IShares V's fundamental ratios provides investors with valuable insights into IShares V's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares V 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 V is entity of United Kingdom. It is traded as Etf on LSE exchange.