IShares VII (Switzerland) Performance
| CSSX5E Etf | EUR 201.70 0.90 0.44% |
The etf retains a Market Volatility (i.e., Beta) of 0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares VII's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares VII is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares VII PLC are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Despite somewhat uncertain basic indicators, IShares VII sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Fifty Two Week Low | 91.15 | |
| Fifty Two Week High | 12,306.00 |
IShares |
IShares VII Relative Risk vs. Return Landscape
If you would invest 17,966 in iShares VII PLC on December 22, 2024 and sell it today you would earn a total of 2,204 from holding iShares VII PLC or generate 12.27% return on investment over 90 days. iShares VII PLC is generating 0.2008% of daily returns and assumes 0.9549% volatility on return distribution over the 90 days horizon. Simply put, 8% of etfs are less volatile than IShares, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares VII Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares VII's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares VII PLC, and traders can use it to determine the average amount a IShares VII'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 = 0.2103
| Best Portfolio | Best Equity | |||
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| Small Returns | CSSX5E | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.2 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average IShares VII is performing at about 16% 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 VII by adding it to a well-diversified portfolio.
IShares VII Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares VII, and IShares VII 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 | 14.52 X | |||
| Price To Book | 1.38 X | |||
| Price To Sales | 0.94 X | |||
| Total Asset | 3.22 B | |||
About IShares VII Performance
By analyzing IShares VII's fundamental ratios, stakeholders can gain valuable insights into IShares VII's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares VII 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 VII has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The investment objective of the Fund is to deliver the net total return performance of the Reference Index iSh Core is traded on Switzerland Exchange in Switzerland.| The fund holds 97.25% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares VII 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 VII security.