Ishares Focused Value Etf Performance
| FOVL Etf | USD 68.87 0.24 0.35% |
The etf retains a Market Volatility (i.e., Beta) of 0.8, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Focused's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Focused is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Focused Value has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, IShares Focused is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
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| In Threey Sharp Ratio | 0.36 |
IShares |
IShares Focused Relative Risk vs. Return Landscape
If you would invest 7,006 in iShares Focused Value on December 24, 2024 and sell it today you would lose (119.00) from holding iShares Focused Value or give up 1.7% of portfolio value over 90 days. iShares Focused Value is currently does not generate positive expected returns and assumes 0.8927% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% 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 Focused Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Focused's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Focused Value, and traders can use it to determine the average amount a IShares Focused'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 = -0.0271
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FOVL |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Focused 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 Focused by adding IShares Focused to a well-diversified portfolio.
IShares Focused Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Focused, and IShares Focused 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 | 20.54 M | |||
About IShares Focused Performance
By examining IShares Focused's fundamental ratios, stakeholders can obtain critical insights into IShares Focused's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Focused is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The underlying index measures the performance of large- and mid-capitalization U.S. companies with prominent value factor characteristics, as determined by Russell. Ishares Focused is traded on NYSEARCA Exchange in the United States.| IShares Focused generated a negative expected return over the last 90 days | |
| The fund retains 99.65% 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 Focused Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of iShares Focused Value 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 Focused's value that differs from its market value or its book value, called intrinsic value, which is IShares Focused'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 Focused's market value can be influenced by many factors that don't directly affect IShares Focused'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 Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Focused is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Focused'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.