Ishares Msci Eafe Etf Performance
| EFA Etf | USD 83.66 0.52 0.62% |
The etf retains a Market Volatility (i.e., Beta) of -0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares MSCI are expected to decrease at a much lower rate. During the bear market, IShares MSCI is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI EAFE are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unfluctuating technical and fundamental indicators, IShares MSCI may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
1 | Pallas Capital Advisors LLC Sells 343 Shares of iShares MSCI EAFE ETF | 01/14/2025 |
2 | Fort Washington Investment Advisors Inc. OH Has 1.30 Million Stake in iShares MSCI EAFE ETF | 01/24/2025 |
3 | Axos Invest Inc. Sells 280 Shares of iShares MSCI EAFE ETF | 02/07/2025 |
4 | Retail Exuberance Sets Market Up For A Correction | 02/18/2025 |
5 | 17,514 Shares in iShares MSCI EAFE ETF Acquired by Genesis Wealth Advisors LLC | 02/24/2025 |
6 | Y Intercept Hong Kong Ltd Takes Position in iShares MSCI EAFE ETF | 02/26/2025 |
7 | Sabal Trust CO Sells 200 Shares of iShares MSCI EAFE ETF | 02/27/2025 |
8 | Shoker Investment Counsel Inc. Trims Stock Holdings in iShares MSCI EAFE ETF | 02/28/2025 |
9 | Mission Wealth Management LP Cuts Position in iShares MSCI EAFE ETF | 03/03/2025 |
10 | Cypress Capital Group Sells 2,182 Shares of iShares MSCI EAFE ETF | 03/06/2025 |
11 | Sowell Financial Services LLC Has 3.14 Million Position in iShares MSCI EAFE ETF | 03/10/2025 |
| In Threey Sharp Ratio | 0.20 |
IShares |
IShares MSCI Relative Risk vs. Return Landscape
If you would invest 7,559 in iShares MSCI EAFE on December 22, 2024 and sell it today you would earn a total of 807.00 from holding iShares MSCI EAFE or generate 10.68% return on investment over 90 days. iShares MSCI EAFE is generating 0.173% of daily returns assuming volatility of 0.8735% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than IShares, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares MSCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares MSCI EAFE, and traders can use it to determine the average amount a IShares MSCI'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 = 0.198
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Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average IShares MSCI is performing at about 15% 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 MSCI by adding it to a well-diversified portfolio.
IShares MSCI Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares MSCI, and IShares MSCI 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 | 24.99 X | |||
| Price To Book | 1.47 X | |||
| Price To Sales | 1.02 X | |||
| Earnings Per Share | 6.36 X | |||
| Total Asset | 41.55 B | |||
About IShares MSCI Performance
By analyzing IShares MSCI's fundamental ratios, stakeholders can gain valuable insights into IShares MSCI's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares MSCI 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 MSCI 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. EAFE Ishares is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Sowell Financial Services LLC Has 3.14 Million Position in iShares MSCI EAFE ETF | |
| The fund retains 99.26% 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 MSCI EAFE. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of iShares MSCI EAFE 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 MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI'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 MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI'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 MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI'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.