Ishares Aaa Etf Performance
QLTA Etf | USD 47.54 0.29 0.61% |
The etf retains a Market Volatility (i.e., Beta) of 0.015, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Aaa's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Aaa is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days IShares Aaa has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, IShares Aaa is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
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In Threey Sharp Ratio | -0.64 |
IShares |
IShares Aaa Relative Risk vs. Return Landscape
If you would invest 4,782 in IShares Aaa on December 29, 2023 and sell it today you would lose (28.00) from holding IShares Aaa or give up 0.59% of portfolio value over 90 days. IShares Aaa is currently does not generate positive expected returns and assumes 0.3628% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% 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 Aaa Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Aaa's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IShares Aaa , and traders can use it to determine the average amount a IShares Aaa'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 = -0.0248
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Negative Returns | QLTA |
Estimated Market Risk
0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
-0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Aaa is not performing at its full potential. However, 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 Aaa by adding IShares Aaa to a well-diversified portfolio.
IShares Aaa Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Aaa, and IShares Aaa 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 | 933.32 M | |||
About IShares Aaa Performance
To evaluate IShares Aaa - 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 Aaa 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 Aaa - 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 underlying index, and the fund will invest at least 90 percent of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index. AAA A is traded on NYSEARCA Exchange in the United States.IShares Aaa - generated a negative expected return over the last 90 days | |
Latest headline from news.google.com: Trading Signals - Stock Traders Daily | |
The fund created three year return of -2.0% | |
IShares Aaa - maintains about 13.36% of its assets in bonds |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in IShares Aaa . 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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Complementary Tools for IShares Etf analysis
When running IShares Aaa's price analysis, check to measure IShares Aaa's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares Aaa is operating at the current time. Most of IShares Aaa's value examination focuses on studying past and present price action to predict the probability of IShares Aaa's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares Aaa's price. Additionally, you may evaluate how the addition of IShares Aaa to your portfolios can decrease your overall portfolio volatility.
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Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |
The market value of IShares Aaa - 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 Aaa's value that differs from its market value or its book value, called intrinsic value, which is IShares Aaa'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 Aaa's market value can be influenced by many factors that don't directly affect IShares Aaa'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 Aaa's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Aaa is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Aaa'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.