Ishares Ibonds Dec Etf Performance
| IBTL Etf | USD 20.26 0.03 0.15% |
The etf retains a Market Volatility (i.e., Beta) of -30.53, which attests to a somewhat significant risk relative to the market. As returns on the market increase, returns on owning IShares IBonds are expected to decrease by larger amounts. On the other hand, during market turmoil, IShares IBonds is expected to outperform it.
Risk-Adjusted Performance
OK
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares iBonds Dec are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite quite conflicting basic indicators, IShares IBonds disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more
| In Threey Sharp Ratio | -0.74 |
IShares |
IShares IBonds Relative Risk vs. Return Landscape
If you would invest 1,959 in iShares iBonds Dec on December 22, 2024 and sell it today you would earn a total of 24,111 from holding iShares iBonds Dec or generate 1230.78% return on investment over 90 days. iShares iBonds Dec is currently generating 16.4491% in daily expected returns and assumes 128.03% risk (volatility on return distribution) over the 90 days horizon. In different words, most equities are less risky than IShares, and most traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares IBonds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares IBonds' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares iBonds Dec, and traders can use it to determine the average amount a IShares IBonds' 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 = 0.1285
| Best Portfolio | Best Equity | IBTL | ||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 128.03 actual daily | 96 96% of assets are less volatile |
Expected Return
| 4.96 actual daily | 96 96% of assets have lower returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average IShares IBonds is performing at about 10% 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 IBonds by adding it to a well-diversified portfolio.
IShares IBonds Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares IBonds, and IShares IBonds 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 | 29.72 M | |||
About IShares IBonds Performance
By examining IShares IBonds' fundamental ratios, stakeholders can obtain critical insights into IShares IBonds' 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 IBonds 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 fund seeks to meet its investment objective generally by investing in individual securities which satisfy the criteria of the underlying index. Ishares Ibonds is traded on NASDAQ Exchange in the United States.| iShares iBonds Dec is way too risky over 90 days horizon | |
| iShares iBonds Dec appears to be risky and price may revert if volatility continues | |
| The fund created three year return of -1.0% | |
| iShares iBonds Dec retains all of the assets under management (AUM) in different types of exotic instruments |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBonds Dec. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
The market value of iShares iBonds Dec 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 IBonds' value that differs from its market value or its book value, called intrinsic value, which is IShares IBonds' 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 IBonds' market value can be influenced by many factors that don't directly affect IShares IBonds' 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 IBonds' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares IBonds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares IBonds' 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.