IShares V (Germany) Performance
| 2B7A Etf | EUR 8.59 0.14 1.60% |
The etf retains a Market Volatility (i.e., Beta) of -0.11, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares V are expected to decrease at a much lower rate. During the bear market, IShares V is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares V Public has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, IShares V is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
IShares |
IShares V Relative Risk vs. Return Landscape
If you would invest 872.00 in iShares V Public on December 22, 2024 and sell it today you would lose (13.00) from holding iShares V Public or give up 1.49% of portfolio value over 90 days. iShares V Public is producing return of less than zero assuming 1.1761% volatility of returns over the 90 days investment horizon. Simply put, 10% of all etfs have less volatile historical return distribution than IShares V, 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 V Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares V's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares V Public, and traders can use it to determine the average amount a IShares V'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 = -0.0155
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 2B7A |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares V 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 V by adding IShares V to a well-diversified portfolio.
About IShares V Performance
By analyzing IShares V's fundamental ratios, stakeholders can gain valuable insights into IShares V's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares V 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 V has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| iShares V Public generated a negative expected return over the last 90 days |
Other Information on Investing in IShares Etf
IShares V 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 V security.