IShares Core (Australia) Performance
| IVV Etf | 61.58 0.12 0.19% |
The etf retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Core is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core SP are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, IShares Core may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
1 | IVV And The SP 500 How Bad Could It Get - Seeking Alpha | 09/17/2024 |
2 | Vanguard Dethrones BlackRock As Second Largest ETF Manager Heres How Their Funds With Exposure To SP 500 Fared This Year - MSN | 11/20/2024 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 5,537 in iShares Core SP on September 2, 2024 and sell it today you would earn a total of 621.00 from holding iShares Core SP or generate 11.22% return on investment over 90 days. iShares Core SP is generating 0.1639% of daily returns assuming 0.7456% volatility of returns over the 90 days investment horizon. Simply put, 6% of all etfs have less volatile historical return distribution than IShares Core, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading 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 = 0.2198
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average IShares Core is performing at about 17% 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 Core by adding it 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.
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.
IShares Core is entity of Australia. It is traded as Etf on AU exchange.| Latest headline from news.google.com: Vanguard Dethrones BlackRock As Second Largest ETF Manager Heres How Their Funds With Exposure To SP 500 Fared This Year - MSN |
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 board of governors. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.