IShares IBonds Five Year Return vs. Beta
| IBMN Etf | USD 26.71 0.01 0.04% |
For IShares IBonds profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares IBonds to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares iBonds Dec utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares IBonds's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares iBonds Dec over time as well as its relative position and ranking within its peers.
IShares |
The market value of iShares iBonds Dec is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares IBonds' value that differs from its market value or its book value, called intrinsic value, which is IShares IBonds' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares IBonds' market value can be influenced by many factors that don't directly affect IShares IBonds' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares IBonds' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares IBonds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares IBonds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
iShares iBonds Dec Beta vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares IBonds's current stock value. Our valuation model uses many indicators to compare IShares IBonds value to that of its competitors to determine the firm's financial worth. iShares iBonds Dec is rated third overall ETF in five year return as compared to similar ETFs. It is rated fourth overall ETF in beta as compared to similar ETFs totaling about 0.51 of Beta per Five Year Return. The ratio of Five Year Return to Beta for iShares iBonds Dec is roughly 1.94 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IShares IBonds' earnings, one of the primary drivers of an investment's value.IShares Beta vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
IShares IBonds |
| = | 0.70 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
IShares IBonds |
| = | 0.36 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
IShares Beta Comparison
IShares IBonds is currently under evaluation in beta as compared to similar ETFs.
Beta Analysis
As returns on the market increase, IShares IBonds' returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares IBonds is expected to be smaller as well.
IShares IBonds Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares IBonds, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares IBonds will eventually generate negative long term returns. The profitability progress is the general direction of IShares IBonds' change in net profit over the period of time. It can combine multiple indicators of IShares IBonds, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The index includes municipal bonds primarily from issuers that are U.S. state, federal district, or local government or agency such that the interest on the bonds is exempt from U.S. federal income taxes and the federal alternative minimum tax. Ishares Ibonds is traded on BATS Exchange in the United States.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares IBonds. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of IShares IBonds position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the IShares IBonds' important profitability drivers and their relationship over time.
| Five Year Return vs One Year Return | ||
| Three Year Return vs Beta | ||
| Five Year Return vs Net Asset | ||
| Last Dividend Paid vs Beta |
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To fully project IShares IBonds' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares iBonds Dec at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include IShares IBonds' income statement, its balance sheet, and the statement of cash flows.