Ishares Ig Corporate Etf Performance
| XIG Etf | CAD 19.70 0.05 0.25% |
The etf retains a Market Volatility (i.e., Beta) of 0.17, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares IG's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares IG is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares IG Corporate has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, IShares IG is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Ishares US IG Corporate Bond Index ETF Stock Price and News - The Globe and Mail | 01/31/2025 |
IShares |
IShares IG Relative Risk vs. Return Landscape
If you would invest 1,975 in iShares IG Corporate on December 14, 2024 and sell it today you would lose (5.00) from holding iShares IG Corporate or give up 0.25% of portfolio value over 90 days. iShares IG Corporate is producing return of less than zero assuming 0.4555% volatility of returns over the 90 days investment horizon. Simply put, 4% of all etfs have less volatile historical return distribution than IShares IG, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares IG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares IG's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares IG Corporate, and traders can use it to determine the average amount a IShares IG'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 = -0.007
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XIG |
Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares IG is not performing at its full potential. However, 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 IG by adding IShares IG to a well-diversified portfolio.
IShares IG Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares IG, and IShares IG 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 | 108.01 M | |||
About IShares IG Performance
By examining IShares IG's fundamental ratios, stakeholders can obtain critical insights into IShares IG's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares IG is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The investment seeks to replicate, net of expenses, the Markit iBoxx USD Liquid Investment Grade Total Return Index hedged in CAD. iSHARES US is traded on Toronto Stock Exchange in Canada.| iShares IG Corporate generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| iShares IG Corporate keeps about 96.21% of its net assets in bonds |
Other Information on Investing in IShares Etf
IShares IG financial ratios help investors to determine whether IShares Etf 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 IG security.