Ishares Interest Rate Etf Performance
| LQDH Etf | USD 93.64 0.14 0.15% |
The etf retains a Market Volatility (i.e., Beta) of 0.11, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Interest's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Interest is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Interest Rate are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong fundamental indicators, IShares Interest is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | Prime Capital Investment Advisors LLC Raises Stock Holdings in iShares Interest Rate Hedged Corporate Bond ETF ... - Defense World | 04/12/2024 |
| In Threey Sharp Ratio | 0.23 |
IShares |
IShares Interest Relative Risk vs. Return Landscape
If you would invest 9,250 in iShares Interest Rate on January 25, 2024 and sell it today you would earn a total of 128.00 from holding iShares Interest Rate or generate 1.38% return on investment over 90 days. iShares Interest Rate is currently generating 0.0219% in daily expected returns and assumes 0.1453% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Interest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Interest's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Interest Rate, and traders can use it to determine the average amount a IShares Interest'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 = 0.1508
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LQDH |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average IShares Interest is performing at about 11% 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 Interest by adding it to a well-diversified portfolio.
IShares Interest Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Interest, and IShares Interest 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 | 753.08 M | |||
About IShares Interest Performance
To evaluate iShares Interest Rate Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when IShares Interest generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare IShares Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand iShares Interest Rate market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents IShares's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The index is designed to minimize the interest-rate risk exposure of a portfolio composed of U.S. dollar-denominated, investment grade bonds, represented in the index by the underlying fund, by including a series of up to 10 interest rate swap contracts with different maturities. Int Rate is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Prime Capital Investment Advisors LLC Raises Stock Holdings in iShares Interest Rate Hedged Corporate Bond ETF ... - Defense World | |
| The fund maintains about 13.53% of its assets in bonds |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares Interest Rate. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the iShares Interest Rate information on this page should be used as a complementary analysis to other IShares Interest's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
The market value of iShares Interest Rate 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 Interest's value that differs from its market value or its book value, called intrinsic value, which is IShares Interest's 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 Interest's market value can be influenced by many factors that don't directly affect IShares Interest's 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 Interest's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Interest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Interest's 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.