Ishares Ibonds 2029 Etf Performance
| IBHI Etf | USD 23.44 0.05 0.21% |
The etf retains a Market Volatility (i.e., Beta) of 0.22, 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
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in iShares iBonds 2029 are ranked lower than 1 (%) 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 | Trading With Integrated Risk Controls - Stock Traders Daily | 11/05/2024 |
IShares |
IShares IBonds Relative Risk vs. Return Landscape
If you would invest 2,334 in iShares iBonds 2029 on September 26, 2024 and sell it today you would earn a total of 10.00 from holding iShares iBonds 2029 or generate 0.43% return on investment over 90 days. iShares iBonds 2029 is currently generating 0.0073% in daily expected returns and assumes 0.3247% 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 |
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 2029, 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 = 0.0225
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IBHI |
Estimated Market Risk
| 0.32 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
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average IShares IBonds is performing at about 1% 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.
| Total Asset | 10.6 M | |||
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, 2029 and December 15, 2029, inclusive. Ishares Ibonds is traded on BATS Exchange in the United States.| The fund retains about 9.72% of its assets under management (AUM) in fixed income securities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBonds 2029. 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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of iShares iBonds 2029 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.