Ishares Flexible Monthly Etf Performance
| XFLX Etf | 39.39 0.01 0.03% |
The etf retains a Market Volatility (i.e., Beta) of 0.0159, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Flexible's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Flexible is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Flexible Monthly has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, IShares Flexible is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
1 | RBC iShares Opens the Market - Newsfile | 10/17/2024 |
IShares |
IShares Flexible Relative Risk vs. Return Landscape
If you would invest 3,954 in iShares Flexible Monthly on August 26, 2024 and sell it today you would lose (15.00) from holding iShares Flexible Monthly or give up 0.38% of portfolio value over 90 days. iShares Flexible Monthly is generating negative expected returns and assumes 0.1694% volatility on return distribution over the 90 days horizon. Simply put, 1% 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 Flexible Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Flexible's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Flexible Monthly, and traders can use it to determine the average amount a IShares Flexible'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 = -0.0633
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XFLX |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Flexible 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 Flexible by adding IShares Flexible to a well-diversified portfolio.
About IShares Flexible Performance
By examining IShares Flexible's fundamental ratios, stakeholders can obtain critical insights into IShares Flexible'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 Flexible 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.
IShares Flexible is entity of Canada. It is traded as Etf on TO exchange.| IShares Flexible generated a negative expected return over the last 90 days |
Other Information on Investing in IShares Etf
IShares Flexible financial ratios help investors to determine whether IShares Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IShares with respect to the benefits of owning IShares Flexible security.