Ishares Evolved Discretionary Etf Performance
| IEDI Etf | USD 51.27 0.05 0.1% |
The etf retains a Market Volatility (i.e., Beta) of 1.01, which attests to a somewhat significant risk relative to the market. IShares Evolved returns are very sensitive to returns on the market. As the market goes up or down, IShares Evolved is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Evolved Discretionary has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong fundamental indicators, IShares Evolved is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | Trend Tracker for - Stock Traders Daily | 01/29/2025 |
2 | When Moves Investors should Listen - Stock Traders Daily | 03/14/2025 |
| In Threey Sharp Ratio | 0.39 |
IShares |
IShares Evolved Relative Risk vs. Return Landscape
If you would invest 5,410 in iShares Evolved Discretionary on December 27, 2024 and sell it today you would lose (283.00) from holding iShares Evolved Discretionary or give up 5.23% of portfolio value over 90 days. iShares Evolved Discretionary is currently does not generate positive expected returns and assumes 1.0664% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% 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 Evolved Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Evolved's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Evolved Discretionary, and traders can use it to determine the average amount a IShares Evolved'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 = -0.0787
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IEDI |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Evolved 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 Evolved by adding IShares Evolved to a well-diversified portfolio.
IShares Evolved Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Evolved, and IShares Evolved 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 | 15.71 M | |||
About IShares Evolved Performance
By evaluating IShares Evolved's fundamental ratios, stakeholders can gain valuable insights into IShares Evolved's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Evolved 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 Evolved 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 fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in U.S. listed common stock of large-, mid- and small-capitalization discretionary spending companies. US Discretionary is traded on BATS Exchange in the United States.| iShares Evolved Disc generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: When Moves Investors should Listen - Stock Traders Daily | |
| The fund retains 99.23% 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 Evolved Discretionary. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of iShares Evolved Disc 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 Evolved's value that differs from its market value or its book value, called intrinsic value, which is IShares Evolved'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 Evolved's market value can be influenced by many factors that don't directly affect IShares Evolved'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 Evolved's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Evolved is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Evolved'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.