Ishares Vii Plc Etf Five Year Return
| CSNKY Etf | JPY 38,410 110.00 0.29% |
iShares VII PLC fundamentals help investors to digest information that contributes to IShares VII's financial success or failures. It also enables traders to predict the movement of IShares Etf. The fundamental analysis module provides a way to measure IShares VII's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to IShares VII etf.
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iShares VII PLC ETF Five Year Return Analysis
IShares VII's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current IShares VII Five Year Return | 8.50 % |
Most of IShares VII's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, iShares VII PLC is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, iShares VII PLC has a Five Year Return of 8.5%. This is 51.25% higher than that of the Category family and 51.25% higher than that of the Family category. The five year return for all Switzerland etfs is notably lower than that of the firm.
IShares Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares VII's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IShares VII could also be used in its relative valuation, which is a method of valuing IShares VII by comparing valuation metrics of similar companies.IShares VII is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for IShares VII
The fund consists of 98.42% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides IShares VII's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
IShares Fundamentals
| Price To Earning | 18.17 X | |||
| Price To Book | 1.48 X | |||
| Price To Sales | 0.84 X | |||
| Total Asset | 26.5 B | |||
| One Year Return | (2.54) % | |||
| Three Year Return | 12.40 % | |||
| Five Year Return | 8.50 % | |||
| Net Asset | 26.5 B | |||
| Equity Positions Weight | 98.42 % |
About IShares VII Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares VII PLC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares VII using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares VII PLC based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards IShares VII in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, IShares VII's short interest history, or implied volatility extrapolated from IShares VII options trading.
Pair Trading with IShares VII
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares VII position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares VII will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 0.91 | JPNJPA | UBSFund Solutions MSCI | PairCorr |
| 0.78 | VUSA | Vanguard SP 500 | PairCorr |
| 0.87 | CSSPX | iShares Core SP | PairCorr |
| 0.89 | LYJPN | Lyxor Japan UCITS | PairCorr |
Moving against IShares Etf
| 0.66 | LYSSL | Lyxor SMI Daily | PairCorr |
| 0.64 | CLEU | Lyxor MSCI Europe | PairCorr |
| 0.63 | XSDX | Xtrackers ShortDAX Daily | PairCorr |
The ability to find closely correlated positions to IShares VII could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares VII when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares VII - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares VII PLC to buy it.
The correlation of IShares VII is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares VII moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares VII PLC moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares VII can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares VII PLC. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.