Ishares Sp Mid Cap Etf Performance
| XMC Etf | CAD 32.41 0.11 0.34% |
The etf retains a Market Volatility (i.e., Beta) of 0.78, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares SP is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares SP Mid Cap has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy fundamental indicators, IShares SP is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
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2 | Proactive Strategies - Stock Traders Daily | 02/26/2025 |
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4 | When the Price of Talks, People Listen - Stock Traders Daily | 03/17/2025 |
5 | Strategic Market Analysis - Stock Traders Daily | 03/20/2025 |
IShares |
IShares SP Relative Risk vs. Return Landscape
If you would invest 3,445 in iShares SP Mid Cap on December 23, 2024 and sell it today you would lose (204.00) from holding iShares SP Mid Cap or give up 5.92% of portfolio value over 90 days. iShares SP Mid Cap is producing return of less than zero assuming 0.9672% volatility of returns over the 90 days investment horizon. Simply put, 8% of all etfs have less volatile historical return distribution than IShares SP, 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 SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares SP Mid Cap, and traders can use it to determine the average amount a IShares SP'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 = -0.097
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XMC |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares SP 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 SP by adding IShares SP to a well-diversified portfolio.
IShares SP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares SP, and IShares SP 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.
| Return On Asset | 8.27 | |||
| Profit Margin | 156.31 % | |||
| Operating Margin | (14.07) % | |||
| Current Valuation | 42.22 M | |||
| Shares Outstanding | 27.29 M | |||
| Price To Earning | 20.55 X | |||
| Price To Book | 2.26 X | |||
| Price To Sales | 1.30 X | |||
| Revenue | 4.54 M | |||
| Cash And Equivalents | 12.44 M | |||
| Cash Per Share | 0.46 X | |||
| Total Debt | 8.53 M | |||
| Debt To Equity | 0.14 % | |||
| Cash Flow From Operations | (8.64 M) | |||
| Earnings Per Share | 0.23 X | |||
| Total Asset | 72.01 M | |||
About IShares SP Performance
By examining IShares SP's fundamental ratios, stakeholders can obtain critical insights into IShares SP'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 SP 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 theSP MidCap 400 Index. ISHARES SP is traded on Toronto Stock Exchange in Canada.| iShares SP Mid generated a negative expected return over the last 90 days | |
| iShares SP Mid Cap has accumulated about 12.44 M in cash with (8.64 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.46. | |
| Latest headline from news.google.com: Strategic Market Analysis - Stock Traders Daily | |
| The fund keeps 99.77% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares SP Mid Cap. 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..