Ishares Core Aggregate Etf Performance
| AGG Etf | USD 98.45 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of 0.0473, which attests to not very significant fluctuations relative to the market. 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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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core Aggregate are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable technical and fundamental indicators, IShares Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | iShares Core U.S. Aggregate Bond ETF declares monthly distribution | 02/05/2025 |
2 | iShares Core U.S. Aggregate Bond ETF Shares Sold by Transcendent Capital Group LLC | 02/25/2025 |
3 | iShares Core U.S. Aggregate Bond ETF Shares Bought by Freestone Capital Holdings LLC | 03/06/2025 |
4 | Ashton Thomas Private Wealth LLC Increases Stake in iShares Core U.S. Aggregate Bond ETF | 03/07/2025 |
5 | New Insight Wealth Advisors Purchases 350 Shares of iShares Core U.S. Aggregate Bond ETF | 03/10/2025 |
6 | Essential Planning LLC. Grows Stock Position in iShares Core U.S. Aggregate Bond ETF | 03/12/2025 |
7 | Corient Private Wealth LLC Raises Stake in iShares Core U.S. Aggregate Bond ETF | 03/17/2025 |
8 | Why uncertainty makes the stock market go haywire | 03/19/2025 |
9 | TD Private Client Wealth LLC Buys 123,2 Shares of iShares Core U.S. Aggregate Bond ETF | 03/21/2025 |
| In Threey Sharp Ratio | -0.59 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 9,615 in iShares Core Aggregate on December 24, 2024 and sell it today you would earn a total of 259.00 from holding iShares Core Aggregate or generate 2.69% return on investment over 90 days. iShares Core Aggregate is generating 0.0447% of daily returns assuming volatility of 0.2988% on return distribution over 90 days investment horizon. In other words, 2% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
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 Aggregate, 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 = 0.1497
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AGG |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average IShares Core is performing at about 11% 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 | 125.03 X | |||
| Earnings Per Share | 5.37 X | |||
| Total Asset | 77.93 B | |||
About IShares Core Performance
By analyzing IShares Core's fundamental ratios, stakeholders can gain valuable insights into IShares Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
The index measures the performance of the total U.S. investment-grade bond market. US Aggregate is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: TD Private Client Wealth LLC Buys 123,2 Shares of iShares Core U.S. Aggregate Bond ETF | |
| The fund holds about 5.61% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares Core Aggregate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of iShares Core Aggregate 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.