Ishares Msci Eafe Etf Performance

SCZ Etf  USD 63.33  0.25  0.39%   
The etf retains a Market Volatility (i.e., Beta) of 1.05, which attests to a somewhat significant risk relative to the market. IShares MSCI returns are very sensitive to returns on the market. As the market goes up or down, IShares MSCI is expected to follow.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in IShares MSCI EAFE are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong fundamental indicators, IShares MSCI is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1
iShares MSCI EAFE Small-Cap ETF Shares Acquired by HighTower Advisors LLC
02/09/2024
2
Grand Wealth Management LLC Acquires Shares of 788 iShares MSCI EAFE Small-Cap ETF
02/12/2024
3
ClariVest Asset Management LLC Cuts Holdings in iShares MSCI EAFE Small-Cap ETF
02/20/2024
4
Kestra Advisory Services LLC Boosts Stake in iShares MSCI EAFE Small-Cap ETF - Defense World
02/26/2024
5
Investment Report - Stock Traders Daily.com
03/04/2024
6
Morgan Stanley Acquires 179178 Shares of iShares MSCI EAFE Small-Cap ETF - Defense World
03/14/2024
7
1048 Shares in iShares MSCI EAFE Small-Cap ETF Acquired by Sound Income Strategies LLC - Defense World
03/20/2024
8
American Century Companies Inc. Buys 81559 Shares of iShares MSCI EAFE Small-Cap ETF - Defense World
03/25/2024
In Threey Sharp Ratio-0.16
  

IShares MSCI Relative Risk vs. Return Landscape

If you would invest  6,116  in IShares MSCI EAFE on December 30, 2023 and sell it today you would earn a total of  217.00  from holding IShares MSCI EAFE or generate 3.55% return on investment over 90 days. IShares MSCI EAFE is generating 0.0599% of daily returns assuming volatility of 0.737% on return distribution over 90 days investment horizon. In other words, 6% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days.
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       Risk  
Considering the 90-day investment horizon IShares MSCI is expected to generate 2.32 times less return on investment than the market. In addition to that, the company is 1.29 times more volatile than its market benchmark. It trades about 0.08 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

IShares MSCI Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IShares MSCI EAFE, and traders can use it to determine the average amount a IShares MSCI'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 = 0.0812

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Estimated Market Risk

 0.74
  actual daily
6
94% of assets are more volatile

Expected Return

 0.06
  actual daily
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99% of assets have higher returns

Risk-Adjusted Return

 0.08
  actual daily
6
94% of assets perform better
Based on monthly moving average IShares MSCI is performing at about 6% 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 MSCI by adding it to a well-diversified portfolio.

IShares MSCI Fundamentals Growth

IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares MSCI, and IShares MSCI 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.

About IShares MSCI Performance

To evaluate IShares MSCI EAFE 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 MSCI 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 MSCI EAFE 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 fund generally will invest at least 80 percent of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. EAFE Small-Cap is traded on NASDAQ Exchange in the United States.
Latest headline from news.google.com: American Century Companies Inc. Buys 81559 Shares of iShares MSCI EAFE Small-Cap ETF - Defense World
The fund generated three year return of -2.0%
IShares MSCI EAFE maintains 98.53% of its assets in stocks
When determining whether IShares MSCI EAFE offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares MSCI's 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 Msci Eafe Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Msci Eafe Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in IShares MSCI EAFE. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the IShares MSCI EAFE information on this page should be used as a complementary analysis to other IShares MSCI'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 Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.

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The market value of IShares MSCI EAFE 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 MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI'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 MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI'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 MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI'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.