IShares Equity (Germany) Manager Performance Evaluation
| USEE Fund | 5.43 0.07 1.31% |
The fund retains a Market Volatility (i.e., Beta) of 0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Equity is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Equity Enhanced are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather weak technical and fundamental indicators, IShares Equity may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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IShares Equity Relative Risk vs. Return Landscape
If you would invest 496.00 in iShares Equity Enhanced on October 20, 2024 and sell it today you would earn a total of 47.00 from holding iShares Equity Enhanced or generate 9.48% return on investment over 90 days. iShares Equity Enhanced is generating 0.1524% of daily returns and assumes 0.8951% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than IShares, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Equity's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as iShares Equity Enhanced, and traders can use it to determine the average amount a IShares Equity'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 = 0.1703
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | USEE | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average IShares Equity is performing at about 13% 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 Equity by adding it to a well-diversified portfolio.
Things to note about iShares Equity Enhanced performance evaluation
Checking the ongoing alerts about IShares Equity for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for iShares Equity Enhanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating IShares Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate IShares Equity's fund performance include:- Analyzing IShares Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether IShares Equity's stock is overvalued or undervalued compared to its peers.
- Examining IShares Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating IShares Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IShares Equity's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of IShares Equity's fund. These opinions can provide insight into IShares Equity's potential for growth and whether the stock is currently undervalued or overvalued.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |