Ishares Jp Morgan Etf Performance
| XEB Etf | CAD 15.88 0.06 0.38% |
The etf retains a Market Volatility (i.e., Beta) of 0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares JP's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares JP is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares JP Morgan are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy fundamental drivers, IShares JP is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Proactive Strategies - Stock Traders Daily | 02/20/2025 |
2 | Technical Pivots with Risk Controls - Stock Traders Daily | 03/20/2025 |
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IShares JP Relative Risk vs. Return Landscape
If you would invest 1,551 in iShares JP Morgan on December 22, 2024 and sell it today you would earn a total of 37.00 from holding iShares JP Morgan or generate 2.39% return on investment over 90 days. iShares JP Morgan is generating 0.0385% of daily returns assuming 0.3111% volatility of returns over the 90 days investment horizon. Simply put, 2% of all etfs have less volatile historical return distribution than IShares JP, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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IShares JP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares JP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares JP Morgan, and traders can use it to determine the average amount a IShares JP'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 = 0.1238
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| Negative Returns | XEB |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average IShares JP is performing at about 9% 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 JP by adding it to a well-diversified portfolio.
IShares JP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares JP, and IShares JP 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 | 79.64 M | |||
About IShares JP Performance
By examining IShares JP's fundamental ratios, stakeholders can obtain critical insights into IShares JP'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 JP 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 investment seeks to replicate, net of expenses, the performance of the J.P. iSHARES JP is traded on Toronto Stock Exchange in Canada.| Latest headline from news.google.com: Technical Pivots with Risk Controls - Stock Traders Daily | |
| The fund keeps about 98.38% of its net assets in bonds |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares JP Morgan. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.