Ishares Core Balanced Etf Performance
| XBAL Etf | CAD 30.86 0.23 0.75% |
The etf retains a Market Volatility (i.e., Beta) of 0.27, which attests to not very significant fluctuations relative to the market. 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
23 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core Balanced are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, IShares Core may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
1 | 2 Canadian ETFs to Buy and Hold in Your TFSA Forever and Ever - Yahoo Canada Finance | 09/10/2024 |
| In Threey Sharp Ratio | 0.20 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 2,885 in iShares Core Balanced on September 3, 2024 and sell it today you would earn a total of 201.00 from holding iShares Core Balanced or generate 6.97% return on investment over 90 days. iShares Core Balanced is generating 0.1059% of daily returns and assumes 0.3493% volatility on return distribution over the 90 days horizon. Simply put, 3% of etfs are less volatile than IShares, and 98% 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 Balanced, 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 = 0.3032
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Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average IShares Core is performing at about 23% 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.
| Total Asset | 143.4 M | |||
About IShares Core Performance
By examining IShares Core's fundamental ratios, stakeholders can obtain critical insights into IShares Core's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Core is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The Fund seeks to provide long-term capital growth and income by investing primarily in one or more exchange-traded funds managed by BlackRock Canada or an affiliate that provide exposure to equity andor fixed income securities. ISHARES CORE is traded on Toronto Stock Exchange in Canada.| The fund keeps about 37.76% of its net assets in bonds |
Other Information on Investing in IShares Etf
IShares Core financial ratios help investors to determine whether IShares Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IShares with respect to the benefits of owning IShares Core security.