IShares Treasury Beta vs. Ten Year Return
| GOVT Etf | USD 22.84 0.20 0.88% |
For IShares Treasury profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares Treasury to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares Treasury Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares Treasury's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares Treasury Bond over time as well as its relative position and ranking within its peers.
IShares |
The market value of iShares Treasury Bond 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 Treasury's value that differs from its market value or its book value, called intrinsic value, which is IShares Treasury'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 Treasury's market value can be influenced by many factors that don't directly affect IShares Treasury'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 Treasury's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Treasury is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Treasury'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 Treasury Bond Ten Year Return vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares Treasury's current stock value. Our valuation model uses many indicators to compare IShares Treasury value to that of its competitors to determine the firm's financial worth. iShares Treasury Bond is one of the top ETFs in beta as compared to similar ETFs. It also is one of the top ETFs in ten year return as compared to similar ETFs reporting about 0.94 of Ten Year Return per Beta. The ratio of Beta to Ten Year Return for iShares Treasury Bond is roughly 1.06 . Comparative valuation analysis is a catch-all technique that is used if you cannot value IShares Treasury by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.IShares Ten Year Return vs. Beta
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
IShares Treasury |
| = | 0.85 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
IShares Treasury |
| = | 0.80 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
IShares Ten Year Return Comparison
IShares Treasury is currently under evaluation in ten year return as compared to similar ETFs.
Beta Analysis
IShares Treasury returns are very sensitive to returns on the market. As the market goes up or down, IShares Treasury is expected to follow.
IShares Treasury Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares Treasury, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares Treasury will eventually generate negative long term returns. The profitability progress is the general direction of IShares Treasury's change in net profit over the period of time. It can combine multiple indicators of IShares Treasury, 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 will invest at least 80 percent of its assets in the component securities of the underlying index and will invest at least 90 percent of its assets in U.S. US Treasury is traded on BATS Exchange in the United States.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares Treasury. 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 Treasury 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 Treasury's important profitability drivers and their relationship over time.
| Beta vs One Year Return | ||
| Three Year Return vs Ten Year Return | ||
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| Net Asset vs Ten Year Return | ||
| Beta vs Last Dividend Paid |
Use IShares Treasury 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 Treasury 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 Treasury will appreciate offsetting losses from the drop in the long position's value.IShares Treasury Pair Trading
iShares Treasury Bond Pair Trading Analysis
The ability to find closely correlated positions to IShares Treasury 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 Treasury 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 Treasury - 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 Treasury Bond to buy it.
The correlation of IShares Treasury 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 Treasury moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Treasury Bond 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 Treasury 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 Treasury position
In addition to having IShares Treasury 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?
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Check out Risk vs Return Analysis. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
To fully project IShares Treasury's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares Treasury Bond 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 Treasury's income statement, its balance sheet, and the statement of cash flows.