Ishares Large Cap Etf Performance
| DMAX Etf | 24.82 0.09 0.36% |
The etf retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Large is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Large Cap has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, IShares Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | BlackRock, PGIM Add to Buffer ETF Lineups - ThinkAdvisor | 01/02/2025 |
2 | Acquisition by Grua Peter J of 3000 shares of ISHARES LARGE at 1.5 subject to Rule 16b-3 | 01/24/2025 |
IShares |
IShares Large Relative Risk vs. Return Landscape
If you would invest 2,503 in iShares Large Cap on December 14, 2024 and sell it today you would lose (21.00) from holding iShares Large Cap or give up 0.84% of portfolio value over 90 days. iShares Large Cap is currently does not generate positive expected returns and assumes 0.2349% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% 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 Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Large's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Large Cap, and traders can use it to determine the average amount a IShares Large'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 = -0.0736
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DMAX |
Estimated Market Risk
| 0.23 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Large 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 Large by adding IShares Large to a well-diversified portfolio.
About IShares Large Performance
Evaluating IShares Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Large 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 Large 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 Large is entity of United States. It is traded as Etf on US exchange.| iShares Large Cap generated a negative expected return over the last 90 days |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Large Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
The market value of iShares Large Cap 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 Large's value that differs from its market value or its book value, called intrinsic value, which is IShares Large'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 Large's market value can be influenced by many factors that don't directly affect IShares Large'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 Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Large'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.