Ishares Edge Msci Etf Performance

XMS Etf  CAD 38.13  0.09  0.24%   
The etf retains a Market Volatility (i.e., Beta) of 0.13, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Edge's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Edge is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days iShares Edge MSCI has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, IShares Edge 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 Edge Relative Risk vs. Return Landscape

If you would invest  3,872  in iShares Edge MSCI on October 8, 2025 and sell it today you would lose (59.00) from holding iShares Edge MSCI or give up 1.52% of portfolio value over 90 days. iShares Edge MSCI is producing return of less than zero assuming 0.5903% volatility of returns over the 90 days investment horizon. Simply put, 5% of all etfs have less volatile historical return distribution than IShares Edge, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon IShares Edge is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.27 times less risky than the market. the firm trades about -0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

IShares Edge Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Edge's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Edge MSCI, and traders can use it to determine the average amount a IShares Edge'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 = -0.0404

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Estimated Market Risk

 0.59
  actual daily
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95% of assets are more volatile

Expected Return

 -0.02
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0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.04
  actual daily
0
Most of other assets perform better
Based on monthly moving average IShares Edge 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 Edge by adding IShares Edge to a well-diversified portfolio.

IShares Edge Fundamentals Growth

IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Edge, and IShares Edge 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.

About IShares Edge Performance

By examining IShares Edge's fundamental ratios, stakeholders can obtain critical insights into IShares Edge'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 Edge 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.
The investment seeks to replicate, net of expense, the MSCI USA Minimum Volatility 100 percent Hedged to CAD Index. ISHARES EDGE is traded on Toronto Stock Exchange in Canada.
iShares Edge MSCI generated a negative expected return over the last 90 days
Latest headline from news.google.com: Risk-Controlled Trading Report - news.stocktradersdaily.com
The fund keeps 96.09% of its net assets in stocks
When determining whether iShares Edge MSCI is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Edge Msci Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Edge Msci Etf:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares Edge MSCI. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment.
You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Please note, there is a significant difference between IShares Edge's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Edge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Edge'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.