Ishares Barclays Tips Fund Manager Performance Evaluation
| CITPX Fund | USD 11.31 0.01 0.09% |
The fund retains a Market Volatility (i.e., Beta) of 0.0499, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ishares Barclays' returns are expected to increase less than the market. However, during the bear market, the loss of holding Ishares Barclays is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Ishares Barclays Tips has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ishares Barclays 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 Barclays Relative Risk vs. Return Landscape
If you would invest 1,136 in Ishares Barclays Tips on October 26, 2024 and sell it today you would lose (5.00) from holding Ishares Barclays Tips or give up 0.44% of portfolio value over 90 days. Ishares Barclays Tips is currently producing negative expected returns and takes up 0.2362% 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 Barclays Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ishares Barclays' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ishares Barclays Tips, and traders can use it to determine the average amount a Ishares Barclays' 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 = -0.03
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CITPX |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ishares Barclays 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 Barclays by adding Ishares Barclays to a well-diversified portfolio.
About Ishares Barclays Performance
Evaluating Ishares Barclays' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ishares Barclays 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 Barclays 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 Barclays is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Ishares Barclays Tips performance evaluation
Checking the ongoing alerts about Ishares Barclays for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ishares Barclays Tips help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ishares Barclays generated a negative expected return over the last 90 days |
- Analyzing Ishares Barclays' 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 Barclays' stock is overvalued or undervalued compared to its peers.
- Examining Ishares Barclays' 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 Barclays' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ishares Barclays' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ishares Barclays' mutual fund. These opinions can provide insight into Ishares Barclays' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ishares Mutual Fund
Ishares Barclays 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 Barclays security.
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