Ishares Sp Small Cap Etf Performance
| IJS Etf | USD 98.54 0.87 0.88% |
The etf retains a Market Volatility (i.e., Beta) of 0.95, which attests to possible diversification benefits within a given portfolio. IShares SP returns are very sensitive to returns on the market. As the market goes up or down, IShares SP is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares SP Small Cap has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Etf's forward-looking indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the exchange-traded fund private investors. ...more
1 | iShares SP Small-Cap 600 Value ETF Experiences Big Inflow - Nasdaq | 01/10/2025 |
2 | ERTS Wealth Advisors LLC Buys 625 Shares of iShares SP Small-Cap 600 Value ETF | 01/22/2025 |
3 | iShares SP Small-Cap 600 Value ETF Shares Sold by Fifth Third Bancorp | 01/27/2025 |
4 | Soltis Investment Advisors LLC Buys 3,879 Shares of iShares SP Small-Cap 600 Value ETF | 02/10/2025 |
5 | CogentBlue Wealth Advisors LLC Takes 244,000 Position in iShares SP Small-Cap 600 Value ETF | 02/20/2025 |
6 | MONECO Advisors LLC Takes 201,000 Position in iShares SP Small-Cap 600 Value ETF | 02/26/2025 |
7 | Should iShares SP Small-Cap 600 Value ETF Be on Your Investing Radar | 03/06/2025 |
8 | iShares SP Small-Cap 600 Value ETF Shares Sold by Corient Private Wealth LLC | 03/21/2025 |
| In Threey Sharp Ratio | 0.03 |
IShares |
IShares SP Relative Risk vs. Return Landscape
If you would invest 10,822 in iShares SP Small Cap on December 23, 2024 and sell it today you would lose (968.00) from holding iShares SP Small Cap or give up 8.94% of portfolio value over 90 days. iShares SP Small Cap is generating negative expected returns assuming volatility of 1.053% 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 SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares SP Small Cap, and traders can use it to determine the average amount a IShares SP'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 = -0.1406
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IJS |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares SP 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 SP by adding IShares SP to a well-diversified portfolio.
IShares SP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares SP, and IShares SP 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 | 2.06 X | |||
| Price To Book | 1.58 X | |||
| Price To Sales | 0.64 X | |||
| Earnings Per Share | 19.70 X | |||
| Total Asset | 5.99 B | |||
About IShares SP Performance
Assessing IShares SP's fundamental ratios provides investors with valuable insights into IShares SP's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares SP 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 value sector of the U.S. equity market. SP Small-Cap is traded on NYSEARCA Exchange in the United States.| iShares SP Small generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: iShares SP Small-Cap 600 Value ETF Shares Sold by Corient Private Wealth LLC | |
| The fund retains 99.81% 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 SP Small Cap. 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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of iShares SP Small 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 SP's value that differs from its market value or its book value, called intrinsic value, which is IShares SP'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 SP's market value can be influenced by many factors that don't directly affect IShares SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares SP'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.