Ishares Ibonds 2028 Etf Performance

IBHH Etf  USD 23.32  0.14  0.60%   
The etf retains a Market Volatility (i.e., Beta) of 0.0227, which attests to not very significant fluctuations relative to the market. 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.

Risk-Adjusted Performance

2 of 100

 
Weak
 
Strong
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in iShares iBonds 2028 are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong technical indicators, IShares IBonds is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
1
When Moves Investors should Listen - Stock Traders Daily
11/27/2024
2
iShares iBonds 2028 Term High Yield and Income ETF declares monthly distribution of 0.1354
12/02/2024
3
Investment Analysis - Stock Traders Daily
12/18/2024
  

IShares IBonds Relative Risk vs. Return Landscape

If you would invest  2,321  in iShares iBonds 2028 on September 25, 2024 and sell it today you would earn a total of  11.00  from holding iShares iBonds 2028 or generate 0.47% return on investment over 90 days. iShares iBonds 2028 is currently generating 0.0078% in daily expected returns and assumes 0.244% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days IShares IBonds is expected to generate 6.91 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.31 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.

IShares IBonds Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares IBonds' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares iBonds 2028, and traders can use it to determine the average amount a IShares IBonds' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0319

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsIBHH

Estimated Market Risk

 0.24
  actual daily
2
98% of assets are more volatile

Expected Return

 0.01
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.03
  actual daily
2
98% of assets perform better
Based on monthly moving average IShares IBonds is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IShares IBonds by adding it to a well-diversified portfolio.

IShares IBonds Fundamentals Growth

IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares IBonds, and IShares IBonds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IShares Etf performance.

About IShares IBonds Performance

By evaluating IShares IBonds' fundamental ratios, stakeholders can gain valuable insights into IShares IBonds' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares IBonds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares IBonds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The index is composed of U.S. dollar denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2028 and December 15, 2028, inclusive. Ishares Ibonds is traded on BATS Exchange in the United States.
Latest headline from news.google.com: Investment Analysis - Stock Traders Daily
The fund retains about 10.6% of its assets under management (AUM) in fixed income securities
When determining whether iShares iBonds 2028 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares IBonds' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Ibonds 2028 Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Ibonds 2028 Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBonds 2028. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate.
You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
The market value of iShares iBonds 2028 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.