Ishares Dividend And Etf Performance
| DIVB Etf | USD 50.31 0.07 0.14% |
The etf retains a Market Volatility (i.e., Beta) of 0.56, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Dividend is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Dividend and has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, IShares Dividend is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Investment Analysis - Stock Traders Daily | 11/26/2024 |
2 | DGROs 2024 Annual Reconstitution Renews My SCHD Partnership - Seeking Alpha | 01/06/2025 |
3 | Valley National Advisers Inc. Increases Stock Position in iShares Core Dividend ETF | 02/03/2025 |
| In Threey Sharp Ratio | 0.32 |
IShares |
IShares Dividend Relative Risk vs. Return Landscape
If you would invest 5,048 in iShares Dividend and on November 27, 2024 and sell it today you would lose (27.00) from holding iShares Dividend and or give up 0.53% of portfolio value over 90 days. iShares Dividend and is currently does not generate positive expected returns and assumes 0.6853% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Dividend and, and traders can use it to determine the average amount a IShares Dividend'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 = -0.0099
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DIVB |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 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 Dividend 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 Dividend by adding IShares Dividend to a well-diversified portfolio.
IShares Dividend Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Dividend, and IShares Dividend 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 | 229.42 M | |||
About IShares Dividend Performance
By analyzing IShares Dividend's fundamental ratios, stakeholders can gain valuable insights into IShares Dividend's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Dividend 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 Dividend has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. US Dividend is traded on BATS Exchange in the United States.| iShares Dividend generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Valley National Advisers Inc. Increases Stock Position in iShares Core Dividend ETF | |
| The fund retains 99.67% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Dividend and. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
The market value of iShares Dividend 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 Dividend's value that differs from its market value or its book value, called intrinsic value, which is IShares Dividend'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 Dividend's market value can be influenced by many factors that don't directly affect IShares Dividend'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 Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Dividend'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.