Ishares Core Sp Etf Performance
| XUH Etf | CAD 49.09 0.70 1.45% |
The etf retains a Market Volatility (i.e., Beta) of 0.52, which attests to possible diversification benefits within a given portfolio. 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
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core SP are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical indicators, IShares Core is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | 0.39 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 4,700 in iShares Core SP on September 22, 2024 and sell it today you would earn a total of 209.00 from holding iShares Core SP or generate 4.45% return on investment over 90 days. iShares Core SP is generating 0.0696% of daily returns assuming 0.7322% volatility of returns over the 90 days investment horizon. Simply put, 6% of all etfs have less volatile historical return distribution than IShares Core, 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 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 SP, 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 = 0.095
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average IShares Core is performing at about 7% 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.
| Price To Earning | 19.70 X | |||
| Price To Book | 2.60 X | |||
| Price To Sales | 1.70 X | |||
| Total Asset | 81 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 investment seeks to replicate the performance, net of expenses, of the SP Total Market Index . ISHARES CORE is traded on Toronto Stock Exchange in Canada.| The fund keeps 98.75% 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 Core SP. 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 Stocks Directory module to find actively traded stocks across global markets.