Ishares Core Sp Etf Performance
| IUSV Etf | USD 100.02 0.26 0.26% |
The etf retains a Market Volatility (i.e., Beta) of 0.77, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Core is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core SP are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly fragile basic indicators, IShares Core may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
1 | GDS Wealth Management Sells 13,256 Shares of iShares Core SP U.S. Value ETF | 09/17/2024 |
2 | Is iShares Core SP U.S. Value ETF a Strong ETF Right Now - Yahoo Finance | 10/09/2024 |
3 | Legacy Financial Group LLC Acquires 3,344 Shares of iShares Core SP U.S. Value ETF | 10/16/2024 |
4 | iShares Core SP U.S. Value ETF Shares Bought by Southern Capital Advisors LLC | 10/28/2024 |
5 | Valued Wealth Advisors LLC Raises Holdings in iShares Core SP U.S. Value ETF | 11/01/2024 |
6 | LPL Financial LLC Grows Position in iShares Core SP U.S. Value ETF | 11/21/2024 |
7 | Is Fidelity High Dividend ETF a Strong ETF Right Now | 11/26/2024 |
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IShares Core Relative Risk vs. Return Landscape
If you would invest 9,350 in iShares Core SP on September 3, 2024 and sell it today you would earn a total of 652.00 from holding iShares Core SP or generate 6.97% return on investment over 90 days. iShares Core SP is currently generating 0.1073% in daily expected returns and assumes 0.6287% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than IShares, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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IShares Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Core SP, and traders can use it to determine the average amount a IShares Core's 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 = 0.1707
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Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average IShares Core is performing at about 13% 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 Core by adding it to a well-diversified portfolio.
IShares Core Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Core, and IShares Core 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.
| Price To Earning | 3.35 X | |||
| Price To Book | 1.74 X | |||
| Price To Sales | 1.55 X | |||
| Earnings Per Share | 5.41 X | |||
| Total Asset | 10.71 B | |||
About IShares Core Performance
Evaluating IShares Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Core 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 Core 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 fund generally will invest at least 80 percent of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. SP US is traded on NASDAQ Exchange in the United States.| Latest headline from zacks.com: Is Fidelity High Dividend ETF a Strong ETF Right Now | |
| The fund retains 99.83% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
The market value of iShares Core SP 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.