IShares ETF One Year Return vs. Bond Positions Weight
| AGRH Etf | USD 26.05 0.01 0.04% |
For IShares ETF profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares ETF to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares ETF Trust utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares ETF's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares ETF Trust over time as well as its relative position and ranking within its peers.
IShares |
The market value of iShares ETF Trust 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 ETF's value that differs from its market value or its book value, called intrinsic value, which is IShares ETF'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 ETF's market value can be influenced by many factors that don't directly affect IShares ETF'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 ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ETF'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.
iShares ETF Trust Bond Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares ETF's current stock value. Our valuation model uses many indicators to compare IShares ETF value to that of its competitors to determine the firm's financial worth. iShares ETF Trust is the top ETF in one year return as compared to similar ETFs. It also is the top ETF in bond positions weight as compared to similar ETFs creating about 0.88 of Bond Positions Weight per One Year Return. The ratio of One Year Return to Bond Positions Weight for iShares ETF Trust is roughly 1.14 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IShares ETF's earnings, one of the primary drivers of an investment's value.IShares Bond Positions Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
IShares ETF |
| = | 6.30 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
IShares ETF |
| = | 5.53 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
IShares Bond Positions Weight Comparison
IShares ETF is currently under evaluation in bond positions weight as compared to similar ETFs.
IShares ETF Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares ETF, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares ETF will eventually generate negative long term returns. The profitability progress is the general direction of IShares ETF's change in net profit over the period of time. It can combine multiple indicators of IShares ETF, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The underlying index is designed to minimize the interest rate risk exposure of a portfolio composed of U.S. dollar-denominated, investment-grade bonds. Interest Rate is traded on NYSEARCA Exchange in the United States.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares ETF. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of IShares ETF position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the IShares ETF's important profitability drivers and their relationship over time.
Use IShares ETF in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares ETF position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares ETF will appreciate offsetting losses from the drop in the long position's value.IShares ETF Pair Trading
iShares ETF Trust Pair Trading Analysis
The ability to find closely correlated positions to IShares ETF could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares ETF when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares ETF - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares ETF Trust to buy it.
The correlation of IShares ETF is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares ETF moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares ETF Trust moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares ETF can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your IShares ETF position
In addition to having IShares ETF in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Advertising Thematic Idea Now
Advertising
Companies specializing in advertising, marketing and advertising services. The Advertising theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Advertising Theme or any other thematic opportunities.
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Check out Trending Equities. For more detail on how to invest in IShares Etf please use our How to Invest in IShares ETF guide.You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
To fully project IShares ETF's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares ETF Trust at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include IShares ETF's income statement, its balance sheet, and the statement of cash flows.