Ishares Core 1 5 Etf Performance
| ISTB Etf | USD 47.11 0.13 0.28% |
The etf retains a Market Volatility (i.e., Beta) of 0.027, which attests to not very significant fluctuations relative to the market. 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 1 5 are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, IShares Core is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Long Term Investment Analysis - Stock Traders Daily.com | 02/21/2024 |
2 | Baker Avenue Asset Management LP Has 7.33 Million Stock Position in iShares Core 1-5 Year USD Bond ETF | 03/06/2024 |
3 | Raymond James Associates Grows Stock Holdings in iShares Core 1-5 Year USD Bond ETF - Defense World | 03/28/2024 |
4 | iShares Core 1-5 Year USD Bond ETF declares monthly distribution of 0.1504 | 04/01/2024 |
5 | Trading Report - Stock Traders Daily | 04/12/2024 |
| In Threey Sharp Ratio | -1.11 |
IShares |
IShares Core Relative Risk vs. Return Landscape
If you would invest 4,690 in iShares Core 1 5 on February 4, 2024 and sell it today you would earn a total of 21.00 from holding iShares Core 1 5 or generate 0.45% return on investment over 90 days. iShares Core 1 5 is currently generating 0.0072% in daily expected returns and assumes 0.1673% 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 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 1 5, 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 = 0.0432
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Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average IShares Core is performing at about 3% 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.
| Total Asset | 5.1 B | |||
About IShares Core Performance
To evaluate iShares Core 1 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 Core 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 Core 1 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 will invest at least 80 percent of its assets in the component securities of the index and TBA transactions that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the index and it will invest at least 90 percent of its assets in fixed income securities of the types included in the index. 1-5 Year is traded on NASDAQ Exchange in the United States.| Latest headline from news.google.com: Trading Report - Stock Traders Daily | |
| The fund created three year return of 0.0% | |
| iShares Core 1 retains about 17.93% of its assets under management (AUM) in fixed income securities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core 1 5. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
The market value of iShares Core 1 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.