Ishares Core Msci Etf Performance
| IEFA Etf | USD 80.38 0.08 0.1% |
The etf retains a Market Volatility (i.e., Beta) of 0.78, which attests to possible diversification benefits within a given portfolio. 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
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core MSCI are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile technical and fundamental indicators, IShares Core may actually be approaching a critical reversion point that can send shares even higher in June 2025. ...more
1 | Tufton Capital Management Grows Stock Holdings in iShares Core MSCI EAFE ETF | 02/28/2025 |
2 | Cambridge Associates LLC MA ADV Has 48.26 Million Stock Position in iShares Core MSCI EAFE ETF | 04/03/2025 |
3 | Legacy Financial Advisors Inc. Reduces Holdings in iShares Core MSCI EAFE ETF | 04/10/2025 |
4 | iShares Core MSCI EAFE ETF Position Reduced by Main Street Financial Solutions LLC | 04/17/2025 |
5 | Stifel Financial Corp Acquires 4,908 Shares of iShares Core MSCI EAFE ETF | 04/21/2025 |
6 | iShares Core MSCI EAFE ETF Shares Bought by Northern Trust Corp | 05/02/2025 |
7 | 42,612 Shares in iShares Core MSCI EAFE ETF Acquired by Cary Street Partners Financial LLC | 05/07/2025 |
| In Threey Sharp Ratio | 0.37 |
IShares Core Relative Risk vs. Return Landscape
If you would invest 7,592 in iShares Core MSCI on February 13, 2025 and sell it today you would earn a total of 446.00 from holding iShares Core MSCI or generate 5.87% return on investment over 90 days. iShares Core MSCI is currently generating 0.1055% in daily expected returns and assumes 1.6536% risk (volatility on return distribution) over the 90 days horizon. In different words, 14% of etfs are less volatile than IShares, and 98% 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 MSCI, 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 = 0.0638
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Estimated Market Risk
| 1.65 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average IShares Core is performing at about 5% 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.
| Price To Earning | 15.85 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 0.98 X | |||
| Total Asset | 75.57 B | |||
About IShares Core Performance
By analyzing IShares Core's fundamental ratios, stakeholders can gain valuable insights into IShares Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Core has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. EAFE Ishares is traded on BATS Exchange in the United States.| Latest headline from thelincolnianonline.com: 42,612 Shares in iShares Core MSCI EAFE ETF Acquired by Cary Street Partners Financial LLC | |
| The fund retains 99.08% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core MSCI. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
The market value of iShares Core MSCI 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.