Blackrock Equity Factor Etf Performance
| DYNF Etf | USD 52.74 0.34 0.65% |
The etf shows a Beta (market volatility) of 0.84, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BlackRock Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding BlackRock Equity is expected to be smaller as well.
Risk-Adjusted Performance
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in BlackRock Equity Factor are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Despite nearly conflicting basic indicators, BlackRock Equity may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
1 | Notable ETF Inflow Detected - DYNF, LEN, HIG, PGR - Nasdaq | 09/26/2024 |
2 | iShares U.S. Equity Factor Rotation Active ETF Holdings Lifted by Spinnaker Trust | 11/06/2024 |
3 | iShares U.S. Equity Factor Rotation Active ETF is Icon Wealth Advisors LLCs 5th Largest Position | 11/29/2024 |
BlackRock |
BlackRock Equity Relative Risk vs. Return Landscape
If you would invest 4,751 in BlackRock Equity Factor on September 2, 2024 and sell it today you would earn a total of 523.00 from holding BlackRock Equity Factor or generate 11.01% return on investment over 90 days. BlackRock Equity Factor is currently generating 0.166% in daily expected returns and assumes 0.7375% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than BlackRock, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
BlackRock Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BlackRock Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BlackRock Equity Factor, and traders can use it to determine the average amount a BlackRock Equity'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 = 0.2251
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Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average BlackRock Equity is performing at about 17% 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 BlackRock Equity by adding it to a well-diversified portfolio.
BlackRock Equity Fundamentals Growth
BlackRock Etf prices reflect investors' perceptions of the future prospects and financial health of BlackRock Equity, and BlackRock Equity 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 BlackRock Etf performance.
| Total Asset | 61.78 M | |||
About BlackRock Equity Performance
By analyzing BlackRock Equity's fundamental ratios, stakeholders can gain valuable insights into BlackRock Equity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BlackRock Equity 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 BlackRock Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets plus the amount of any borrowings for investment purposes in U.S. listed common stock of large- and mid-capitalization companies selected based on a proprietary Factor Rotation model developed by BFA and its affiliates. Blackrock is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: iShares U.S. Equity Factor Rotation Active ETF is Icon Wealth Advisors LLCs 5th Largest Position | |
| The fund retains 99.86% 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 BlackRock Equity Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
The market value of BlackRock Equity Factor is measured differently than its book value, which is the value of BlackRock that is recorded on the company's balance sheet. Investors also form their own opinion of BlackRock Equity's value that differs from its market value or its book value, called intrinsic value, which is BlackRock Equity'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 BlackRock Equity's market value can be influenced by many factors that don't directly affect BlackRock Equity'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 BlackRock Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if BlackRock Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BlackRock Equity'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.