Ishares Broker Dealers Securities Etf Performance
| IAI Etf | USD 139.41 2.87 2.02% |
The etf retains a Market Volatility (i.e., Beta) of 1.3, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares Broker will likely underperform.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Broker Dealers Securities has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong basic indicators, IShares Broker is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
| In Threey Sharp Ratio | 0.56 |
IShares |
IShares Broker Relative Risk vs. Return Landscape
If you would invest 14,390 in iShares Broker Dealers Securities on December 29, 2024 and sell it today you would lose (449.00) from holding iShares Broker Dealers Securities or give up 3.12% of portfolio value over 90 days. iShares Broker Dealers Securities is generating negative expected returns assuming volatility of 1.4764% on return distribution over 90 days investment horizon. In other words, 13% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Broker Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Broker's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Broker Dealers Securities, and traders can use it to determine the average amount a IShares Broker'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 = -0.0279
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IAI |
Estimated Market Risk
| 1.48 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.04 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 Broker 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 Broker by adding IShares Broker to a well-diversified portfolio.
IShares Broker Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Broker, and IShares Broker 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 | 20.06 X | |||
| Price To Book | 1.84 X | |||
| Price To Sales | 1.12 X | |||
| Total Asset | 469.35 M | |||
About IShares Broker Performance
By evaluating IShares Broker's fundamental ratios, stakeholders can gain valuable insights into IShares Broker's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Broker 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 Broker 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.
The index measures the performance of the investment services sector of the U.S. equity market, as defined by SPDJI. US Broker-Dealers is traded on NYSEARCA Exchange in the United States.| IShares Broker generated a negative expected return over the last 90 days | |
| The fund retains 99.86% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Broker Dealers Securities. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of iShares Broker Dealers 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 Broker's value that differs from its market value or its book value, called intrinsic value, which is IShares Broker'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 Broker's market value can be influenced by many factors that don't directly affect IShares Broker'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 Broker's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Broker is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Broker'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.