Ishares Broad Usd Etf Performance
| USIG Etf | USD 50.82 0.05 0.1% |
The etf retains a Market Volatility (i.e., Beta) of -0.0197, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares Broad are expected to decrease at a much lower rate. During the bear market, IShares Broad is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days iShares Broad USD has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable forward indicators, IShares Broad is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | iShares Broad USD Investment Grade Corporate Bond ETF Sees Large Increase in Short Interest | 10/14/2024 |
2 | Compass Financial Group Inc. Increases Stock Holdings in iShares Broad USD Investment Grade Corporate Bond ETF | 11/12/2024 |
| In Threey Sharp Ratio | -0.60 |
IShares |
IShares Broad Relative Risk vs. Return Landscape
If you would invest 5,157 in iShares Broad USD on August 24, 2024 and sell it today you would lose (75.00) from holding iShares Broad USD or give up 1.45% of portfolio value over 90 days. iShares Broad USD is currently does not generate positive expected returns and assumes 0.3118% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% 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 |
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IShares Broad Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Broad's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Broad USD, and traders can use it to determine the average amount a IShares Broad'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 = -0.073
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| Negative Returns | USIG |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Broad 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 Broad by adding IShares Broad to a well-diversified portfolio.
IShares Broad Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Broad, and IShares Broad 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 | 6.58 B | |||
About IShares Broad Performance
By analyzing IShares Broad's fundamental ratios, stakeholders can gain valuable insights into IShares Broad's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Broad 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 Broad has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index, and the fund will invest at least 90 percent of its assets in fixed income securities of the types included in the underlying index that the advisor believes will help the fund track the underlying index. Broad USD is traded on NASDAQ Exchange in the United States.| iShares Broad USD generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Compass Financial Group Inc. Increases Stock Holdings in iShares Broad USD Investment Grade Corporate Bond ETF | |
| The fund created three year return of -2.0% | |
| iShares Broad USD keeps about 21.89% of its net assets in bonds |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares Broad USD. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of iShares Broad USD 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 Broad's value that differs from its market value or its book value, called intrinsic value, which is IShares Broad'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 Broad's market value can be influenced by many factors that don't directly affect IShares Broad'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 Broad's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Broad is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Broad'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.