Ishares Russell 1000 Etf Performance
| IWB Etf | USD 326.46 1.59 0.48% |
The etf retains a Market Volatility (i.e., Beta) of -0.0771, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares Russell are expected to decrease at a much lower rate. During the bear market, IShares Russell is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Russell 1000 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, IShares Russell is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | 1,127 Shares in iShares Russell 1000 ETF Bought by LVW Advisors LLC | 01/21/2025 |
2 | James J. Burns Company LLC Sells 719 Shares of iShares Russell 1000 ETF | 02/04/2025 |
3 | iShares Russell 1000 ETF Shares Purchased by Moser Wealth Advisors LLC | 02/10/2025 |
4 | iShares Russell 1000 ETF Shares Sold by DT Investment Partners LLC | 02/14/2025 |
5 | Bryn Mawr Capital Management LLC Increases Stock Holdings in iShares Russell 1000 ETF | 02/19/2025 |
| In Threey Sharp Ratio | 0.47 |
IShares |
IShares Russell Relative Risk vs. Return Landscape
If you would invest 33,152 in iShares Russell 1000 on November 29, 2024 and sell it today you would lose (506.00) from holding iShares Russell 1000 or give up 1.53% of portfolio value over 90 days. iShares Russell 1000 is generating negative expected returns assuming volatility of 0.8274% on return distribution over 90 days investment horizon. In other words, 7% 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 Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Russell's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Russell 1000, and traders can use it to determine the average amount a IShares Russell'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 = -0.0274
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IWB |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Russell 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 Russell by adding IShares Russell to a well-diversified portfolio.
IShares Russell Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Russell, and IShares Russell 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 | 2.54 X | |||
| Price To Book | 2.64 X | |||
| Price To Sales | 1.84 X | |||
| Earnings Per Share | 13.26 X | |||
| Total Asset | 24.72 B | |||
About IShares Russell Performance
By analyzing IShares Russell's fundamental ratios, stakeholders can gain valuable insights into IShares Russell's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Russell 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 Russell has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund generally invests at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Russell 1000 is traded on NYSEARCA Exchange in the United States.| iShares Russell 1000 generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Bryn Mawr Capital Management LLC Increases Stock Holdings in iShares Russell 1000 ETF | |
| The fund retains 99.8% 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 Russell 1000. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
The market value of iShares Russell 1000 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 Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell'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 Russell's market value can be influenced by many factors that don't directly affect IShares Russell'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 Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell'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.