IShares STOXX (Germany) Performance
| EXV1 Etf | EUR 26.36 0.42 1.57% |
The etf retains a Market Volatility (i.e., Beta) of 0.46, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares STOXX's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares STOXX is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares STOXX Europe are ranked lower than 28 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady basic indicators, IShares STOXX reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Fifty Two Week Low | 7.79 | |
| Fifty Two Week High | 14.76 |
IShares |
IShares STOXX Relative Risk vs. Return Landscape
If you would invest 2,054 in iShares STOXX Europe on December 24, 2024 and sell it today you would earn a total of 582.00 from holding iShares STOXX Europe or generate 28.33% return on investment over 90 days. iShares STOXX Europe is generating 0.4309% of daily returns assuming 1.2032% volatility of returns over the 90 days investment horizon. Simply put, 10% of all etfs have less volatile historical return distribution than IShares STOXX, and 92% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares STOXX Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares STOXX's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares STOXX Europe, and traders can use it to determine the average amount a IShares STOXX'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 = 0.3581
| Best Portfolio | Best Equity | |||
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| Small Returns | EXV1 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.43 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.36 actual daily | 28 72% of assets perform better |
Based on monthly moving average IShares STOXX is performing at about 28% 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 STOXX by adding it to a well-diversified portfolio.
IShares STOXX Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares STOXX, and IShares STOXX 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 | 253.79 M | |||
About IShares STOXX Performance
By analyzing IShares STOXX's fundamental ratios, stakeholders can gain valuable insights into IShares STOXX's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares STOXX 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 STOXX has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The investment seeks to replicate, net of expenses, the STOXX Europe 600 Banks TR index as closely as possible. IS S is traded on Frankfurt Stock Exchange in Germany.| This fund generated-6.0 ten year return of -6.0% | |
| IShares STOXX retains 99.15% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares STOXX 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 STOXX security.