Ishares Core Conservative Etf Performance
| XCNS Etf | CAD 23.63 0.07 0.30% |
The etf retains a Market Volatility (i.e., Beta) of 0.12, 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
16 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core Conservative are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, IShares Core is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
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IShares Core Relative Risk vs. Return Landscape
If you would invest 2,281 in iShares Core Conservative on August 29, 2024 and sell it today you would earn a total of 82.00 from holding iShares Core Conservative or generate 3.59% return on investment over 90 days. iShares Core Conservative is generating 0.0573% of daily returns and assumes 0.2668% volatility on return distribution over the 90 days horizon. Simply put, 2% of etfs are less volatile than IShares, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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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 Conservative, 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 = 0.2149
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Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average IShares Core is performing at about 16% 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.
| Total Asset | 24.98 M | |||
About IShares Core Performance
By examining IShares Core's fundamental ratios, stakeholders can obtain critical insights into IShares Core's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Core is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
XCNS seeks to provide income and long-term capital growth by investing primarily in one or more iShares ETFs that provide exposure to fixed income andor equity securities. ISHARES CORE is traded on Toronto Stock Exchange in Canada.| The fund keeps about 54.67% of its net assets in bonds |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares Core Conservative. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.