IShares Regional (Mexico) Performance
| IAT Etf | MXN 1,081 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of -0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares Regional are expected to decrease at a much lower rate. During the bear market, IShares Regional is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Regional Banks are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, IShares Regional showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Fifty Two Week Low | 780.00 | |
| Fifty Two Week High | 992.50 |
IShares |
IShares Regional Relative Risk vs. Return Landscape
If you would invest 94,360 in iShares Regional Banks on September 30, 2024 and sell it today you would earn a total of 13,732 from holding iShares Regional Banks or generate 14.55% return on investment over 90 days. iShares Regional Banks is generating 0.2344% of daily returns assuming 1.5767% volatility of returns over the 90 days investment horizon. Simply put, 14% of all etfs have less volatile historical return distribution than IShares Regional, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares Regional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Regional's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Regional Banks, and traders can use it to determine the average amount a IShares Regional'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 = 0.1486
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Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average IShares Regional is performing at about 11% 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 Regional by adding it to a well-diversified portfolio.
IShares Regional Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Regional, and IShares Regional 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 | 17.12 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 4.12 X | |||
| Total Asset | 479.44 M | |||
About IShares Regional Performance
Evaluating IShares Regional's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Regional 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 Regional 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 investment seeks to track the investment results of the Dow Jones U.S. iShares US is traded on Mexico Stock Exchange in Mexico.| The fund retains 99.72% of its assets under management (AUM) in equities |
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares Regional Banks is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Regional Banks Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Regional Banks Etf:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Regional Banks. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.