Ishares Conservative Strategic Etf Performance
| XSE Etf | CAD 18.23 0.02 0.11% |
The etf retains a Market Volatility (i.e., Beta) of 0.0917, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Conservative is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Conservative Strategic are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical and fundamental indicators, IShares Conservative is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
IShares |
IShares Conservative Relative Risk vs. Return Landscape
If you would invest 1,802 in iShares Conservative Strategic on September 4, 2024 and sell it today you would earn a total of 23.00 from holding iShares Conservative Strategic or generate 1.28% return on investment over 90 days. iShares Conservative Strategic is generating 0.0202% of daily returns assuming 0.2673% volatility of returns over the 90 days investment horizon. Simply put, 2% of all etfs have less volatile historical return distribution than IShares Conservative, 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 Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Conservative's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Conservative Strategic, and traders can use it to determine the average amount a IShares Conservative'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 = 0.0755
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XSE |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average IShares Conservative is performing at about 5% 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 Conservative by adding it to a well-diversified portfolio.
IShares Conservative Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Conservative, and IShares Conservative 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 | 245.25 M | |||
About IShares Conservative Performance
By examining IShares Conservative's fundamental ratios, stakeholders can obtain critical insights into IShares Conservative'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 Conservative 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 generate income for Unitholders by investing primarily in securities of one or more exchange-traded funds managed by BlackRock Canada or an affiliate that provide exposure to Canadian and international fixed income securities, including government bonds, investment grade corporate bonds, high yield securities, emerging market debt and other types of fixed income investments, while adhering to certain portfolio constraints upon rebalancing. ISHARES CONS is traded on Toronto Stock Exchange in Canada.| The fund generated three year return of 0.0% | |
| iShares Conservative keeps about 95.81% of its net assets in bonds |
Other Information on Investing in IShares Etf
IShares Conservative 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 Conservative security.