Ishares Iboxx Investment Etf Performance
| LQD Etf | USD 109.36 0.83 0.76% |
The etf retains a Market Volatility (i.e., Beta) of 0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares IBoxx's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares IBoxx is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days iShares iBoxx Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, IShares IBoxx is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | iShares iBoxx Investment Grade Corporate Bond ETF Holdings Reduced by USA Financial Formulas | 01/16/2025 |
2 | Avior Wealth Management LLC Grows Holdings in iShares iBoxx Investment Grade Corporate Bond ETF | 01/24/2025 |
3 | Migdal Insurance Financial Holdings Ltd. Has 209.94 Million Position in iShares iBoxx Investment Grade Corporate Bond ETF | 02/07/2025 |
| In Threey Sharp Ratio | -0.48 |
IShares |
IShares IBoxx Relative Risk vs. Return Landscape
If you would invest 10,938 in iShares iBoxx Investment on November 28, 2024 and sell it today you would lose (2.00) from holding iShares iBoxx Investment or give up 0.02% of portfolio value over 90 days. iShares iBoxx Investment is generating 6.0E-4% of daily returns assuming volatility of 0.4221% 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 IBoxx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares IBoxx's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares iBoxx Investment, and traders can use it to determine the average amount a IShares IBoxx'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 = 0.0013
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LQD |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares IBoxx 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 IBoxx by adding IShares IBoxx to a well-diversified portfolio.
IShares IBoxx Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares IBoxx, and IShares IBoxx 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 | 11.47 X | |||
| Earnings Per Share | 10.78 X | |||
| Total Asset | 31.55 B | |||
About IShares IBoxx Performance
By analyzing IShares IBoxx's fundamental ratios, stakeholders can gain valuable insights into IShares IBoxx's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares IBoxx 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 IBoxx has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index, and it will invest at least 90 percent of its assets in fixed income securities of the types included in the underlying index that the advisor believes will help the fund track the underlying index. Invst Grade is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Migdal Insurance Financial Holdings Ltd. Has 209.94 Million Position in iShares iBoxx Investment Grade Corporate Bond ETF | |
| iShares iBoxx Investment generated five year return of 0.0% | |
| This fund maintains about 13.76% of its assets in bonds |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBoxx Investment. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
The market value of iShares iBoxx Investment 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 IBoxx's value that differs from its market value or its book value, called intrinsic value, which is IShares IBoxx'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 IBoxx's market value can be influenced by many factors that don't directly affect IShares IBoxx'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 IBoxx's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares IBoxx is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares IBoxx'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.