IShares II Three Year Return vs. Five Year Return
| EUEA Etf | EUR 48.81 0.48 0.99% |
For IShares II profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares II to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares II Public utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares II's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares II Public over time as well as its relative position and ranking within its peers.
IShares |
iShares II Public Five Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares II's current stock value. Our valuation model uses many indicators to compare IShares II value to that of its competitors to determine the firm's financial worth. iShares II Public is rated # 3 ETF in three year return as compared to similar ETFs. It also is rated # 3 ETF in five year return as compared to similar ETFs reporting about 0.53 of Five Year Return per Three Year Return. The ratio of Three Year Return to Five Year Return for iShares II Public is roughly 1.89 . 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 II's earnings, one of the primary drivers of an investment's value.IShares Five Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
IShares II |
| = | 10.19 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
IShares II |
| = | 5.38 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
IShares Five Year Return Comparison
IShares II is currently under evaluation in five year return as compared to similar ETFs.
IShares II Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares II, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares II will eventually generate negative long term returns. The profitability progress is the general direction of IShares II's change in net profit over the period of time. It can combine multiple indicators of IShares II, 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 fund is an exchange traded fund that aims to track the performance of the EURO STOXX ISHARES EURO is traded on Amsterdam Stock Exchange in Netherlands.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares II. 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 II 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 II's important profitability drivers and their relationship over time.
| Three Year Return vs One Year Return | ||
| Ten Year Return vs Five Year Return | ||
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| Last Dividend Paid vs Five Year Return | ||
| Three Year Return vs Equity Positions Weight |
Use IShares II 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 II 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 II will appreciate offsetting losses from the drop in the long position's value.IShares II Pair Trading
iShares II Public Pair Trading Analysis
The ability to find closely correlated positions to IShares II 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 II 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 II - 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 II Public to buy it.
The correlation of IShares II 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 II moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares II Public 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 II 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 II position
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Other Information on Investing in IShares Etf
To fully project IShares II's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares II Public 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 II's income statement, its balance sheet, and the statement of cash flows.