Ishares 7 10 Year Etf Performance
| IEF Etf | USD 94.96 0.29 0.31% |
The etf retains a Market Volatility (i.e., Beta) of 0.0697, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares 7's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares 7 is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares 7 10 Year are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable technical and fundamental indicators, IShares 7 is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| In Threey Sharp Ratio | -0.72 |
IShares |
IShares 7 Relative Risk vs. Return Landscape
If you would invest 9,164 in iShares 7 10 Year on December 21, 2024 and sell it today you would earn a total of 347.50 from holding iShares 7 10 Year or generate 3.79% return on investment over 90 days. iShares 7 10 Year is generating 0.0627% of daily returns assuming volatility of 0.3745% on return distribution over 90 days investment horizon. In other words, 3% 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 7 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares 7's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares 7 10 Year, and traders can use it to determine the average amount a IShares 7'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 = 0.1675
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Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average IShares 7 is performing at about 13% 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 7 by adding it to a well-diversified portfolio.
IShares 7 Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares 7, and IShares 7 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 | 59.16 X | |||
| Earnings Per Share | 7.55 X | |||
| Total Asset | 21.43 B | |||
About IShares 7 Performance
By analyzing IShares 7's fundamental ratios, stakeholders can gain valuable insights into IShares 7's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares 7 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 7 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The underlying index measures the performance of public obligations of the U.S. 7-10 Year is traded on NASDAQ Exchange in the United States.| iShares 7 10 generated five year return of -2.0% | |
| This fund 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 7 10 Year. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of iShares 7 10 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 7's value that differs from its market value or its book value, called intrinsic value, which is IShares 7'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 7's market value can be influenced by many factors that don't directly affect IShares 7'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 7's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares 7 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares 7'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.