Ishares Short Maturity Etf Performance
| NEAR Etf | USD 50.82 0.07 0.14% |
The etf retains a Market Volatility (i.e., Beta) of 0.0349, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Short is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Short Maturity are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, IShares Short is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
| In Threey Sharp Ratio | 0.04 |
IShares |
IShares Short Relative Risk vs. Return Landscape
If you would invest 5,018 in iShares Short Maturity on November 28, 2024 and sell it today you would earn a total of 64.00 from holding iShares Short Maturity or generate 1.28% return on investment over 90 days. iShares Short Maturity is currently generating 0.0219% in daily expected returns and assumes 0.0948% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Short's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Short Maturity, and traders can use it to determine the average amount a IShares Short'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 = 0.2309
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Based on monthly moving average IShares Short is performing at about 18% 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 Short by adding it to a well-diversified portfolio.
IShares Short Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Short, and IShares Short 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.
| Total Asset | 4.44 B | |||
About IShares Short Performance
Assessing IShares Short's fundamental ratios provides investors with valuable insights into IShares Short's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Short 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 fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of U.S. dollar-denominated investment-grade fixed-income securities. Short Maturity is traded on BATS Exchange in the United States.| The fund maintains about 15.7% of its assets in bonds |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares Short Maturity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of iShares Short Maturity 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 Short's value that differs from its market value or its book value, called intrinsic value, which is IShares Short'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 Short's market value can be influenced by many factors that don't directly affect IShares Short'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 Short's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Short'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.