IShares IBonds Beta vs. Five Year Return
| IBMN Etf | USD 26.66 0.02 0.08% |
For IShares IBonds profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares IBonds to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares iBonds Dec utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares IBonds's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares iBonds Dec over time as well as its relative position and ranking within its peers.
IShares |
The market value of iShares iBonds Dec 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 IBonds' value that differs from its market value or its book value, called intrinsic value, which is IShares IBonds' 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 IBonds' market value can be influenced by many factors that don't directly affect IShares IBonds' 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 IBonds' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares IBonds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares IBonds' 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 iBonds Dec Five Year Return vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares IBonds's current stock value. Our valuation model uses many indicators to compare IShares IBonds value to that of its competitors to determine the firm's financial worth. iShares iBonds Dec is rated fourth overall ETF in beta as compared to similar ETFs. It is rated below average in five year return as compared to similar ETFs reporting about 2.31 of Five Year Return per Beta. 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 IBonds' earnings, one of the primary drivers of an investment's value.IShares Five 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 IBonds |
| = | 0.39 |
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.
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 IBonds |
| = | 0.90 % |
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 IBonds is currently under evaluation in five year return as compared to similar ETFs.
Beta Analysis
As returns on the market increase, IShares IBonds' returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares IBonds is expected to be smaller as well.
IShares IBonds Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares IBonds, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares IBonds will eventually generate negative long term returns. The profitability progress is the general direction of IShares IBonds' change in net profit over the period of time. It can combine multiple indicators of IShares IBonds, 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 index includes municipal bonds primarily from issuers that are U.S. state, federal district, or local government or agency such that the interest on the bonds is exempt from U.S. federal income taxes and the federal alternative minimum tax. Ishares Ibonds 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 IBonds. 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 IBonds 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 IBonds' important profitability drivers and their relationship over time.
Use IShares IBonds 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 IBonds 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 IBonds will appreciate offsetting losses from the drop in the long position's value.IShares IBonds Pair Trading
iShares iBonds Dec Pair Trading Analysis
The ability to find closely correlated positions to IShares IBonds 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 IBonds 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 IBonds - 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 iBonds Dec to buy it.
The correlation of IShares IBonds 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 IBonds moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares iBonds Dec 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 IBonds 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 IBonds position
In addition to having IShares IBonds 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 Transportation Thematic Idea Now
Transportation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Transportation theme has 61 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 Transportation Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
To fully project IShares IBonds' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares iBonds Dec 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 IBonds' income statement, its balance sheet, and the statement of cash flows.