Ishares Core Sp Etf Performance
| IJR Etf | USD 106.05 0.51 0.48% |
The etf retains a Market Volatility (i.e., Beta) of 0.99, which attests to possible diversification benefits within a given portfolio. IShares Core returns are very sensitive to returns on the market. As the market goes up or down, IShares Core is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Core SP has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest inconsistent performance, the Etf's forward-looking indicators remain invariable and the latest agitation on Wall Street may also be a sign of long-running gains for the ETF retail investors. ...more
1 | Panoramic Capital Partners LLC Makes New 9.66 Million Investment in iShares Core SP Small-Cap ETF | 02/11/2025 |
2 | Buckingham Capital Management Inc. Cuts Stock Position in iShares Core SP Small-Cap ETF | 02/18/2025 |
3 | Black Diamond Financial LLC Sells 414 Shares of iShares Core SP Small-Cap ETF | 02/24/2025 |
4 | Keystone Wealth Services LLC Has 489,000 Stock Position in iShares Core SP Small-Cap ETF | 03/03/2025 |
5 | iShares Core SP Small-Cap ETF Shares Purchased by SPC Financial Inc. | 03/05/2025 |
6 | Lindbrook Capital LLC Trims Stock Holdings in iShares Core SP Small-Cap ETF | 03/06/2025 |
7 | AMG National Trust Bank Buys 6 Shares of iShares Core SP Small-Cap ETF | 03/07/2025 |
8 | Madison Investment Advisors LLC Makes New Investment in iShares Core SP Small-Cap ETF | 03/13/2025 |
9 | Next Capital Management LLC Increases Position in iShares Core SP Small-Cap ETF | 03/19/2025 |
| In Threey Sharp Ratio | 0.04 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 11,548 in iShares Core SP on December 20, 2024 and sell it today you would lose (943.00) from holding iShares Core SP or give up 8.17% of portfolio value over 90 days. iShares Core SP is generating negative expected returns assuming volatility of 1.0832% on return distribution over 90 days investment horizon. In other words, 9% 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 Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Core SP, and traders can use it to determine the average amount a IShares Core'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 = -0.1256
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IJR |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.14 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Core 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 Core by adding IShares Core to a well-diversified portfolio.
IShares Core Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Core, and IShares Core 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 | 2.03 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 0.99 X | |||
| Earnings Per Share | 8.66 X | |||
| Total Asset | 59.05 B | |||
About IShares Core Performance
Assessing IShares Core's fundamental ratios provides investors with valuable insights into IShares Core's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Core is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The index measures the performance of the small-capitalization sector of the U.S. equity market, as determined by SPDJI. SP Small-Cap is traded on NYSEARCA Exchange in the United States.| iShares Core SP generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Next Capital Management LLC Increases Position in iShares Core SP Small-Cap ETF | |
| The fund retains 99.67% 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 Core SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
The market value of iShares Core SP 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.