IShares Ultra Five Year Return vs. Beta
| ICSH Etf | USD 50.65 0.00 0.00% |
For IShares Ultra profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares Ultra to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares Ultra Short Term utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares Ultra's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares Ultra Short Term over time as well as its relative position and ranking within its peers.
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The market value of iShares Ultra Short 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 Ultra's value that differs from its market value or its book value, called intrinsic value, which is IShares Ultra'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 Ultra's market value can be influenced by many factors that don't directly affect IShares Ultra'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 Ultra's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Ultra is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Ultra'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 Ultra Short Beta vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares Ultra's current stock value. Our valuation model uses many indicators to compare IShares Ultra value to that of its competitors to determine the firm's financial worth. iShares Ultra Short Term is considered the top ETF in five year return as compared to similar ETFs. It also is considered the top ETF in beta as compared to similar ETFs totaling about 0.02 of Beta per Five Year Return. The ratio of Five Year Return to Beta for iShares Ultra Short Term is roughly 52.00 . 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 Ultra's earnings, one of the primary drivers of an investment's value.IShares Beta vs. Five Year Return
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 Ultra |
| = | 2.60 % |
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.
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 Ultra |
| = | 0.05 |
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.
IShares Beta Comparison
IShares Ultra is currently under evaluation in beta as compared to similar ETFs.
Beta Analysis
As returns on the market increase, IShares Ultra's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Ultra is expected to be smaller as well.
IShares Ultra Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares Ultra, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares Ultra will eventually generate negative long term returns. The profitability progress is the general direction of IShares Ultra's change in net profit over the period of time. It can combine multiple indicators of IShares Ultra, 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 seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of U.S. dollar-denominated investment-grade fixed- and floating-rate debt securities that are rated BBB- or higher by SP Global Ratings andor Fitch Ratings, Inc. Ultra Short-Term 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 Ultra. 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 Ultra 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 Ultra's important profitability drivers and their relationship over time.
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| Bond Positions Weight vs Beta |
Use IShares Ultra 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 Ultra 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 Ultra will appreciate offsetting losses from the drop in the long position's value.IShares Ultra Pair Trading
iShares Ultra Short Term Pair Trading Analysis
The ability to find closely correlated positions to IShares Ultra 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 Ultra 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 Ultra - 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 Ultra Short Term to buy it.
The correlation of IShares Ultra 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 Ultra moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Ultra Short 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 Ultra 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 Ultra position
In addition to having IShares Ultra 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 Social Domain Thematic Idea Now
Social Domain
New or established large and mid-sized companies that are involved in the social media industry, including entities that provide web-based or mobile media applications and services across across large segment of population in multiple geographical areas. The Social Domain theme has 39 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 Social Domain Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
To fully project IShares Ultra's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares Ultra Short 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 Ultra's income statement, its balance sheet, and the statement of cash flows.