Ishares Core Reit Etf Performance
| USRT Etf | USD 62.03 0.69 1.12% |
The etf retains a Market Volatility (i.e., Beta) of 0.22, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Core is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core REIT are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, IShares Core is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | iShares Core U.S. REIT ETF declares quarterly distribution of 0.1387 | 09/25/2024 |
2 | iShares Core U.S. REIT ETF Shares Bought by Intergy Private Wealth LLC | 10/18/2024 |
3 | Aptus Capital Advisors LLC Increases Stock Holdings in iShares Core U.S. REIT ETF | 11/15/2024 |
| In Threey Sharp Ratio | -0.02 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 5,950 in iShares Core REIT on August 28, 2024 and sell it today you would earn a total of 253.00 from holding iShares Core REIT or generate 4.25% return on investment over 90 days. iShares Core REIT is currently generating 0.0697% in daily expected returns and assumes 0.8473% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% 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 Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Core REIT, and traders can use it to determine the average amount a IShares Core'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 = 0.0822
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Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average IShares Core is performing at about 6% 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 Core by adding it to a well-diversified portfolio.
IShares Core Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Core, and IShares Core 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.
| Price To Earning | 26.79 X | |||
| Price To Book | 2.29 X | |||
| Price To Sales | 6.17 X | |||
| Total Asset | 1.78 B | |||
About IShares Core Performance
Assessing IShares Core's fundamental ratios provides investors with valuable insights into IShares Core's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Core 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.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. US REIT is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Aptus Capital Advisors LLC Increases Stock Holdings in iShares Core U.S. REIT ETF | |
| The fund keeps 99.29% of its net assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares Core REIT. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. 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 Core REIT 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.