Ishares Small Cap Etf Performance
| XSU Etf | CAD 39.28 0.32 0.81% |
The etf retains a Market Volatility (i.e., Beta) of 1.01, which attests to a somewhat significant risk relative to the market. IShares Small returns are very sensitive to returns on the market. As the market goes up or down, IShares Small is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Small Cap has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unfluctuating performance, the Etf's basic indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the ETF investors. ...more
1 | Trading With Integrated Risk Controls - Stock Traders Daily | 02/19/2025 |
2 | Investment Report - Stock Traders Daily | 03/19/2025 |
IShares |
IShares Small Relative Risk vs. Return Landscape
If you would invest 4,271 in iShares Small Cap on December 23, 2024 and sell it today you would lose (343.00) from holding iShares Small Cap or give up 8.03% of portfolio value over 90 days. iShares Small Cap is producing return of less than zero assuming 1.1075% volatility of returns over the 90 days investment horizon. Simply put, 9% of all etfs have less volatile historical return distribution than IShares Small, 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 Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Small's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Small Cap, and traders can use it to determine the average amount a IShares Small'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 = -0.1164
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XSU |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Small 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 Small by adding IShares Small to a well-diversified portfolio.
IShares Small Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Small, and IShares Small 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.
| Price To Earning | 21.75 X | |||
| Price To Book | 1.91 X | |||
| Price To Sales | 1.15 X | |||
| Total Asset | 250.57 M | |||
About IShares Small Performance
By examining IShares Small's fundamental ratios, stakeholders can obtain critical insights into IShares Small'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 Small 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 Russell 2000 Index Canadian Dollar Hedged. ISHARES US is traded on Toronto Stock Exchange in Canada.| iShares Small Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Investment Report - Stock Traders Daily | |
| The fund generated three year return of 0.0% | |
| iShares Small Cap keeps 97.06% 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 Small 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.