IShares Morningstar Competition
| JKL Etf | USD 72.09 0.43 0.60% |
IShares Morningstar vs IShares Morningstar Correlation
Poor diversification
The correlation between iShares Morningstar Small Cap and JKH is 0.7 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding iShares Morningstar Small Cap and JKH in the same portfolio, assuming nothing else is changed.
Moving together with IShares Etf
IShares Morningstar Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares Morningstar and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of IShares and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of iShares Morningstar does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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IShares Morningstar Constituents Risk-Adjusted Indicators
There is a big difference between IShares Etf performing well and IShares Morningstar ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IShares Morningstar's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| JKI | 0.56 | 0.08 | 0.07 | 0.41 | 0.58 | 1.28 | 3.22 | |||
| JKF | 0.48 | 0.07 | 0.08 | 0.54 | 0.43 | 1.10 | 3.26 | |||
| JKJ | 0.82 | 0.07 | 0.05 | 0.30 | 0.85 | 1.56 | 4.08 | |||
| IRBO | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| AIVL | 0.51 | 0.05 | 0.03 | 0.38 | 0.56 | 1.17 | 2.64 | |||
| PZD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| USPX | 0.52 | (0.02) | (0.04) | 0.01 | 0.78 | 1.04 | 3.76 | |||
| FIVG | 1.17 | 0.07 | 0.02 | 0.97 | 1.62 | 1.93 | 6.81 | |||
| BSJL | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| JKH | 0.71 | 0.00 | (0.03) | 0.05 | 0.91 | 1.44 | 3.40 |
IShares Morningstar Competitive Analysis
The better you understand IShares Morningstar competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares Morningstar's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across IShares Morningstar's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
IShares Morningstar Competition Performance Charts
Five steps to successful analysis of IShares Morningstar Competition
IShares Morningstar's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by iShares Morningstar in relation to its competition. IShares Morningstar's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of IShares Morningstar in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact IShares Morningstar's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares Morningstar, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your IShares Morningstar position
In addition to having IShares Morningstar in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Military Industrial
A collection of large United States defense contractors including companies involved in production or distribution of aircraft, ships, vehicles, weaponry, and electronic systems in cooperation with the government. The Military Industrial theme has 33 constituents at this time.
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Check out IShares Morningstar Correlation with its peers.You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Investors evaluate iShares Morningstar using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating IShares Morningstar's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause IShares Morningstar's market price to deviate significantly from intrinsic value.
Understanding that IShares Morningstar's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether IShares Morningstar represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, IShares Morningstar's market price signifies the transaction level at which participants voluntarily complete trades.