IShares ATX (Austria) Performance
| EX01 Etf | EUR 45.69 0.23 0.50% |
The etf retains a Market Volatility (i.e., Beta) of 0.0039, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares ATX's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares ATX 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 ATX UCITS are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak forward indicators, IShares ATX demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
| Fifty Two Week Low | 28.40 | |
| Fifty Two Week High | 36.35 |
IShares |
IShares ATX Relative Risk vs. Return Landscape
If you would invest 3,823 in iShares ATX UCITS on December 23, 2024 and sell it today you would earn a total of 746.00 from holding iShares ATX UCITS or generate 19.51% return on investment over 90 days. iShares ATX UCITS is generating 0.3209% of daily returns and assumes 1.2541% volatility on return distribution over the 90 days horizon. Simply put, 11% of etfs are less volatile than IShares, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares ATX Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares ATX's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares ATX UCITS, and traders can use it to determine the average amount a IShares ATX'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 = 0.2559
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | EX01 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.32 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average IShares ATX is performing at about 20% 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 ATX by adding it to a well-diversified portfolio.
IShares ATX Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares ATX, and IShares ATX 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 | 13.05 X | |||
| Price To Book | 1.04 X | |||
| Price To Sales | 0.75 X | |||
| Total Asset | 93.66 M | |||
About IShares ATX Performance
By evaluating IShares ATX's fundamental ratios, stakeholders can gain valuable insights into IShares ATX's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares ATX 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 ATX 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 ATX is an exchange traded fund that aims to track the performance of the ATX Index as closely as possible. iShares ATX is traded on Vienna Stock Exchange in Austria.| The fund retains 98.12% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares ATX 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 ATX security.