iShares Morningstar Small Cap ETF Technical Analysis
| ISCB ETF | USD 71.18 0.88 1.25% |
As of the 6th of May, the last recorded price for IShares Morningstar is 71.18 per share. Primary technical drivers reflect Risk Adjusted Performance of 0.0606, market risk adjusted performance of 0.0648, and Downside Deviation of 1.23. Quantitative analysis incorporates volatility metrics and price behavior to assess directional bias. Metrics are compared to industry averages to assess relative positioning.
IShares Morningstar Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as IShares, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to ISharesIShares |
iShares Morningstar can be assessed through both market price and NAV, which can tell different stories during volatile periods. Key evaluation factors for IShares Morningstar include expense ratio, premium-to-NAV history, and holdings diversification.
It is useful to distinguish IShares Morningstar's trading price from its NAV, since each reflects a different perspective. Context can include expense ratio, holdings concentration, performance attribution, and liquidity measures.
What-If Analysis
Running a what-if backtest on iShares Morningstar Small Cap provides a practical way to test how changes in horizon, position size, or market timing might have affected the result. Enterprise value (TTM) is near 1.88 billion and annual revenue is around 678.9 million. The point is not to predict the future from one chart, but to understand how sensitive the trade has been to timing and holding assumptions.
| 02/05/2026 |
| 05/06/2026 |
Opening a 0.00 position in IShares Morningstar on February 5, 2026 and holding to today would produce 0.00 in aggregate gains. The outcome is a 0.0% return on investment in IShares Morningstar for the period over the 90 day interval. The competitive set for IShares Morningstar includes Oppenheimer Russell, American Century, BlackRock World, IShares MSCI, Bluemonte Global, Invesco KBW, and IShares MSCI. The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and... More
IShares Morningstar Upside and Downside Indicators Overview
Upside and downside measures for IShares Morningstar frame directional pressure and range behavior. Upside potential is measured relative to recent highs; downside exposure is framed against recent lows.
| Downside Deviation | 1.23 | |||
| Information Ratio | 0.0623 | |||
| Maximum Drawdown | 5.2 | |||
| Value At Risk | -1.68 | |||
| Potential Upside | 2.06 |
IShares Morningstar Volatility and Risk Indicators Snapshot
IShares Morningstar's risk profile is reflected through volatility and return variability measures. Risk metrics across 30-day, 90-day, and annual windows reveal whether volatility is expanding or contracting.| Risk Adjusted Performance | 0.0606 | |||
| Jensen Alpha | 0.0737 | |||
| Total Risk Alpha | 0.0748 | |||
| Sortino Ratio | 0.059 | |||
| Treynor Ratio | 0.0548 |
Mean reversion setups in IShares Morningstar emerge when price has deviated materially from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in IShares Morningstar. Prices periodically overshoot their intrinsic value in both directions, creating mean reversion opportunities in IShares Morningstar. The mean reversion signal gains reliability when combined with fundamental confirmation for IShares Morningstar.
Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0606 | |||
| Market Risk Adjusted Performance | 0.0648 | |||
| Mean Deviation | 0.8693 | |||
| Semi Deviation | 1.13 | |||
| Downside Deviation | 1.23 | |||
| Coefficient Of Variation | 1647.07 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.35 | |||
| Information Ratio | 0.0623 | |||
| Jensen Alpha | 0.0737 | |||
| Total Risk Alpha | 0.0748 | |||
| Sortino Ratio | 0.059 | |||
| Treynor Ratio | 0.0548 | |||
| Maximum Drawdown | 5.2 | |||
| Value At Risk | -1.68 | |||
| Potential Upside | 2.06 | |||
| Downside Variance | 1.51 | |||
| Semi Variance | 1.27 | |||
| Expected Short fall | -0.81 | |||
| Skewness | 0.3113 | |||
| Kurtosis | 0.3262 |
iShares Morningstar Backtested Returns
Over the selected 3 months, IShares Morningstar demonstrates a very low volatility profile. It has a Sharpe Ratio of 0.0805, which indicates that 0.0805 units of return per unit of risk over the last 3 months. We identified thirty technical indicators supporting this volatility profile. Please analyze metrics such as risk-adjusted performance of 0.0606, market risk-adjusted performance of 0.0648, and Downside Deviation of 1.23 to assess dispersion and downside exposure. The ETF maintains a beta of 1.11, which conveys elevated sensitivity to broad market movements. With a beta near 1, IShares Morningstar tends to mirror market movements with minimal deviation in either direction.
Auto-correlation | -0.71 |
Almost perfect reverse predictability
The autocorrelation profile for iShares Morningstar Small Cap registers almost perfect reverse predictability between the two measured intervals. When lagged price patterns show consistency, they can serve as a partial input for modeling iShares Morningstar's near-term price behavior. A serial correlation of -0.71 indicates that around 71.0% of current IShares Morningstar price fluctuations can be explained by its historical price movements. Given that iShares Morningstar Small Cap has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.71 | |
| Spearman Rank Test | -0.78 | |
| Residual Average | 0.0 | |
| Price Variance | 6.1 |
Technical analysis for IShares Morningstar examines price and volume patterns over time. The approach includes tools such as moving averages and relative strength indicators.
Technical Analysis
This analysis covers thirty-seven data points across the selected time horizon. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of iShares Morningstar volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of IShares Morningstar evaluates traded price structure, volume, and spread stability relative to NAV behavior. Volume and liquidity conditions influence signal reliability. Reduced trading volume may increase short-term pricing variability.
iShares Morningstar Small Cap values are built from fund disclosures and market reference feeds, with reporting definitions aligned before display.
Editorial review and methodology oversight provided by: Gabriel Shpitalnik, Member of Macroaxis Editorial Board
Technical Indicators
Investors following iShares Morningstar Small Cap often rely on technical indicators to test whether price action is supporting continuation, exhaustion, or a possible change in direction. When applied, technical indicators support timing and risk control but warrant validation against broader market and business context.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0606 | |||
| Market Risk Adjusted Performance | 0.0648 | |||
| Mean Deviation | 0.8693 | |||
| Semi Deviation | 1.13 | |||
| Downside Deviation | 1.23 | |||
| Coefficient Of Variation | 1647.07 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.35 | |||
| Information Ratio | 0.0623 | |||
| Jensen Alpha | 0.0737 | |||
| Total Risk Alpha | 0.0748 | |||
| Sortino Ratio | 0.059 | |||
| Treynor Ratio | 0.0548 | |||
| Maximum Drawdown | 5.2 | |||
| Value At Risk | -1.68 | |||
| Potential Upside | 2.06 | |||
| Downside Variance | 1.51 | |||
| Semi Variance | 1.27 | |||
| Expected Short fall | -0.81 | |||
| Skewness | 0.3113 | |||
| Kurtosis | 0.3262 |
iShares Morningstar One Year Return
IShares Morningstar's One Year Return of 34.5% compares much above the iShares family. Relative to the Small Blend category, the figure is way above. The all United States etfs average is notably below IShares Morningstar's level.
Although One Year Fund Return reflects overall fund short-term performance, 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.May 6, 2026 Daily Trend Indicators
Investors following iShares Morningstar Small Cap often rely on technical indicators to test whether price action is supporting continuation, exhaustion, or a possible change in direction. When applied, technical indicators support timing and risk control but warrant validation against broader market and business context.
| Accumulation Distribution | 42.40 | ||
| Daily Balance Of Power | 1.87 | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 71.08 | ||
| Day Typical Price | 71.11 | ||
| Price Action Indicator | 0.55 |
More Resources for IShares ETF Analysis
iShares Morningstar can be assessed through both market price and NAV, which can tell different stories during volatile periods. Key evaluation factors for IShares Morningstar include expense ratio, premium-to-NAV history, and holdings diversification.
It is useful to distinguish IShares Morningstar's trading price from its NAV, since each reflects a different perspective. Context can include expense ratio, holdings concentration, performance attribution, and liquidity measures.