Ishares Ibonds Dec Etf Profile
| IBMP Etf | USD 24.99 0.03 0.12% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares IBonds is selling at 24.99 as of the 19th of April 2024; that is -0.12 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 24.97. IShares IBonds has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares iBonds Dec are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2022 and ending today, the 19th of April 2024. Click here to learn more.
The index measures the performance of investment-grade , tax-exempt, U.S. municipal bonds, reducing callable bonds before 2027, and only including non-callable bonds maturing in 2027. Ishares Ibonds is traded on BATS Exchange in the United States. More on iShares iBonds Dec
Moving together with IShares Etf
| 0.95 | IBMO | iShares iBonds Dec | PairCorr |
Moving against IShares Etf
| 0.55 | IAUF | iShares Gold Strategy | PairCorr |
| 0.42 | OIH | VanEck Oil Services | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares IBonds' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares IBonds or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Municipals ETFs, Investment Grade ETFs, Muni Target Maturity, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2019-04-09 |
| Benchmark | S&P AMT-Free Municipal Series Dec 2027 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 419.52 Million |
| Asset Type | Fixed Income |
| Category | Municipals |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | James Mauro, Scott Radell |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 1,245 |
| Market Maker | Jane Street |
| Total Expense | 0.18 |
| Management Fee | 0.18 |
| Country Name | USA |
| Returns Y T D | (1.0) |
| Name | iShares iBonds Dec 2027 Term Muni Bond ETF |
| Currency Code | USD |
| Open Figi | BBG00NVC3YP3 |
| In Threey Volatility | 5.31 |
| 1y Volatility | 4.25 |
| 200 Day M A | 25.001 |
| 50 Day M A | 25.1877 |
| Code | IBMP |
| Updated At | 19th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.69) |
iShares iBonds Dec [IBMP] is traded in USA and was established 2019-04-09. The fund is listed under Muni Target Maturity category and is part of iShares family. The entity is thematically classified as Municipals ETFs. iShares iBonds Dec currently have 148.6 M in assets under management (AUM). , while the total return for the last 3 years was -1.2%.
Check IShares IBonds Probability Of Bankruptcy
IShares IBonds Target Price Odds Analysis
In regard to a normal probability distribution, the odds of IShares IBonds jumping above the current price in 90 days from now is roughly 96.0%. The iShares iBonds Dec probability density function shows the probability of IShares IBonds etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares IBonds has a beta of 0.0831. This usually indicates as returns on the market go up, IShares IBonds average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares iBonds Dec will be expected to be much smaller as well. Additionally, iShares iBonds Dec has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares IBonds to move above the current price in 90 days from now is roughly 96.0 (This iShares iBonds Dec probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
iShares iBonds Dec Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares IBonds market risk premium is the additional return an investor will receive from holding IShares IBonds long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares IBonds. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares IBonds' alpha and beta are two of the key measurements used to evaluate IShares IBonds' performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.03) | |||
| Treynor Ratio | (0.24) |
IShares IBonds Against Markets
Picking the right benchmark for IShares IBonds etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares IBonds etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares IBonds is critical whether you are bullish or bearish towards iShares iBonds Dec at a given time. Please also check how IShares IBonds' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares IBonds without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy IShares Etf?
Before investing in IShares IBonds, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares IBonds. To buy IShares IBonds etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares IBonds. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares IBonds etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares iBonds Dec etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares iBonds Dec etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares iBonds Dec, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares IBonds guide.
Already Invested in iShares iBonds Dec?
The danger of trading iShares iBonds Dec is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares IBonds is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares IBonds. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares iBonds Dec is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares iBonds Dec offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares IBonds' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Ibonds Dec Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Ibonds Dec Etf: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBonds Dec. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
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.