Ishares Tips Bond Fund Manager Performance Evaluation
| IBTAX Fund | USD 11.57 0.02 0.17% |
The fund retains a Market Volatility (i.e., Beta) of 0.0783, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ishares Tips' returns are expected to increase less than the market. However, during the bear market, the loss of holding Ishares Tips is expected to be smaller as well.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ishares Tips Bond are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ishares Tips is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Ishares |
Ishares Tips Relative Risk vs. Return Landscape
If you would invest 1,135 in Ishares Tips Bond on December 15, 2024 and sell it today you would earn a total of 22.00 from holding Ishares Tips Bond or generate 1.94% return on investment over 90 days. Ishares Tips Bond is currently producing 0.0318% returns and takes up 0.2641% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Ishares, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ishares Tips Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ishares Tips' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ishares Tips Bond, and traders can use it to determine the average amount a Ishares Tips' 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 = 0.1205
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| Negative Returns | IBTAX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Ishares Tips is performing at about 9% 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 Tips by adding it to a well-diversified portfolio.
About Ishares Tips Performance
Evaluating Ishares Tips' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ishares Tips 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 Tips 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.
Ishares Tips is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Ishares Tips Bond performance evaluation
Checking the ongoing alerts about Ishares Tips for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ishares Tips Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ishares Tips' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ishares Tips' mutual fund performance include:- Analyzing Ishares Tips' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ishares Tips' stock is overvalued or undervalued compared to its peers.
- Examining Ishares Tips' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ishares Tips' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ishares Tips' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ishares Tips' mutual fund. These opinions can provide insight into Ishares Tips' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ishares Mutual Fund
Ishares Tips financial ratios help investors to determine whether Ishares Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ishares with respect to the benefits of owning Ishares Tips security.
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