Ishares Tech Breakthrough Etf Performance
| TECB Etf | USD 46.30 1.26 2.80% |
The etf retains a Market Volatility (i.e., Beta) of 1.3, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares Tech will likely underperform.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Tech Breakthrough has generated negative risk-adjusted returns adding no value to investors with long positions. Despite abnormal performance in the last few months, the Etf's fundamental indicators remain somewhat strong which may send shares a bit higher in May 2025. The current disturbance may also be a sign of long term up-swing for the ETF investors. ...more
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| In Threey Sharp Ratio | 0.36 |
IShares Tech Relative Risk vs. Return Landscape
If you would invest 5,570 in iShares Tech Breakthrough on January 23, 2025 and sell it today you would lose (940.00) from holding iShares Tech Breakthrough or give up 16.88% of portfolio value over 90 days. iShares Tech Breakthrough is currently does not generate positive expected returns and assumes 2.3774% risk (volatility on return distribution) over the 90 days horizon. In different words, 21% 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 Tech Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Tech's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Tech Breakthrough, and traders can use it to determine the average amount a IShares Tech'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 = -0.1137
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| Negative Returns | TECB |
Estimated Market Risk
| 2.38 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.27 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 Tech 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 Tech by adding IShares Tech to a well-diversified portfolio.
IShares Tech Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Tech, and IShares Tech 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.
| Total Asset | 292.26 M | |||
About IShares Tech Performance
By analyzing IShares Tech's fundamental ratios, stakeholders can gain valuable insights into IShares Tech's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Tech 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 Tech has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The underlying index measures the performance of U.S. listed companies engaged in cutting edge research and development of products and services in the areas of robotics and artificial intelligence, cyber security, cloud and data tech, financial technology, and genomics and immunology. Ishares US is traded on NYSEARCA Exchange in the United States.| IShares Tech generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: 3 Tech ETFs on Sale Now - Zacks Investment Research | |
| The fund maintains 100.4% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares Tech Breakthrough. 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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of iShares Tech Breakthrough 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 Tech's value that differs from its market value or its book value, called intrinsic value, which is IShares Tech'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 Tech's market value can be influenced by many factors that don't directly affect IShares Tech'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 Tech's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Tech is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Tech'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.