IShares Core (Germany) Performance
| SXR8 Etf | EUR 554.94 1.06 0.19% |
The etf retains a Market Volatility (i.e., Beta) of 0.49, 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
Very Weak
Weak | Strong |
Over the last 90 days iShares Core SP has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unsteady performance, the Etf's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the Exchange Traded Fund stockholders. ...more
| Fifty Two Week Low | 274.02 | |
| Fifty Two Week High | 379.08 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 60,726 in iShares Core SP on December 21, 2024 and sell it today you would lose (5,232) from holding iShares Core SP or give up 8.62% of portfolio value over 90 days. iShares Core SP is producing return of less than zero assuming 0.8994% volatility of returns over the 90 days investment horizon. Simply put, 8% of all etfs have less volatile historical return distribution than IShares Core, and 99% 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 = -0.1624
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SXR8 |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Core 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 Core by adding IShares Core 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
By analyzing IShares Core's fundamental ratios, stakeholders can gain valuable insights into IShares Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Core 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 Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The investment objective of the Fund is to deliver the net total return performance of the Benchmark Index , less the fees and expenses of the Fund. ISHSVII CORE is traded on Frankfurt Stock Exchange in Germany.| iShares Core SP generated a negative expected return over the last 90 days | |
| The fund maintains 99.68% of its assets in stocks |
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares Core SP is a strong investment it is important to analyze IShares Core's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Core's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:Check out World Market Map 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 nation. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..