Ishares High Dividend Etf Performance
| XHU Etf | CAD 30.22 0.09 0.30% |
The etf retains a Market Volatility (i.e., Beta) of 0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares High's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares High is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares High Dividend are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, IShares High may actually be approaching a critical reversion point that can send shares even higher in June 2024. ...more
1 | Ishares US High Div Equity Index ETF Quote - Press Release - The Globe and Mail | 02/21/2024 |
| In Threey Sharp Ratio | 0.81 |
IShares |
IShares High Relative Risk vs. Return Landscape
If you would invest 2,823 in iShares High Dividend on February 8, 2024 and sell it today you would earn a total of 199.00 from holding iShares High Dividend or generate 7.05% return on investment over 90 days. iShares High Dividend is generating 0.111% of daily returns assuming 0.4623% volatility of returns over the 90 days investment horizon. Simply put, 4% of all etfs have less volatile historical return distribution than IShares High, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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IShares High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares High's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares High Dividend, and traders can use it to determine the average amount a IShares High'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 = 0.24
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| Cash | XHU | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average IShares High is performing at about 18% 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 High by adding it to a well-diversified portfolio.
IShares High Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares High, and IShares High 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 | 20.81 X | |||
| Price To Book | 3.12 X | |||
| Price To Sales | 2.08 X | |||
| Total Asset | 78.94 M | |||
About IShares High Performance
To evaluate iShares High 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 High 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 High 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 investment seeks to replicate the performance, net of expenses, of the Morningstar Dividend Yield Focus Index. ISHARES US is traded on Toronto Stock Exchange in Canada.| Latest headline from news.google.com: Ishares US High Div Equity Index ETF Quote - Press Release - The Globe and Mail | |
| The fund keeps 99.83% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares High Dividend. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .