Ishares Dividend And Etf Performance
| DIVB Etf | USD 42.87 0.01 0.02% |
The etf retains a Market Volatility (i.e., Beta) of 0.95, which attests to possible diversification benefits within a given portfolio. IShares Dividend returns are very sensitive to returns on the market. As the market goes up or down, IShares Dividend is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Dividend and are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, IShares Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Janney Montgomery Scott LLC Has 275000 Stake in iShares Core Dividend ETF - Defense World | 03/01/2024 |
2 | DIVB A Well-Diversified, Low-Cost Total Shareholder Yield ETF Worth Watching - Seeking Alpha | 04/03/2024 |
| In Threey Sharp Ratio | 0.43 |
IShares |
IShares Dividend Relative Risk vs. Return Landscape
If you would invest 4,096 in iShares Dividend and on January 31, 2024 and sell it today you would earn a total of 191.00 from holding iShares Dividend and or generate 4.66% return on investment over 90 days. iShares Dividend and is currently generating 0.0755% in daily expected returns and assumes 0.6358% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% 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 Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Dividend and, and traders can use it to determine the average amount a IShares Dividend'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 = 0.1188
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | DIVB | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average IShares Dividend is performing at about 9% 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 Dividend by adding it to a well-diversified portfolio.
IShares Dividend Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Dividend, and IShares Dividend 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 | 229.42 M | |||
About IShares Dividend Performance
To evaluate iShares Dividend 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 Dividend 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 Dividend 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 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. US Dividend is traded on BATS Exchange in the United States.| Latest headline from news.google.com: DIVB A Well-Diversified, Low-Cost Total Shareholder Yield ETF Worth Watching - Seeking Alpha | |
| The fund retains 99.67% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Dividend and. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of iShares Dividend 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 Dividend's value that differs from its market value or its book value, called intrinsic value, which is IShares Dividend'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 Dividend's market value can be influenced by many factors that don't directly affect IShares Dividend'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 Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Dividend'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.