Ishares Morningstar Small Cap Etf Performance
| ISCG Etf | USD 51.43 0.35 0.69% |
The etf retains a Market Volatility (i.e., Beta) of 1.24, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares Morningstar will likely underperform.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Morningstar Small Cap are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile fundamental indicators, IShares Morningstar reported solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Bank of America Corp DE Has 20.42 Million Stock Position in iShares Morningstar Small-Cap Growth ETF - Defense World | 05/20/2025 |
2 | Merit Financial Group LLC Sells 2,331 Shares of iShares Morningstar Small-Cap Growth ETF - Defense World | 06/13/2025 |
3 | Opes Wealth Management LLC Buys 13,7 Shares of iShares Morningstar Small-Cap Growth ETF | 07/24/2025 |
| In Threey Sharp Ratio | 0.46 |
IShares Morningstar Relative Risk vs. Return Landscape
If you would invest 4,482 in iShares Morningstar Small Cap on April 29, 2025 and sell it today you would earn a total of 661.00 from holding iShares Morningstar Small Cap or generate 14.75% return on investment over 90 days. iShares Morningstar Small Cap is currently generating 0.2276% in daily expected returns and assumes 1.0583% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of etfs are less volatile than IShares, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Morningstar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Morningstar's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Morningstar Small Cap, and traders can use it to determine the average amount a IShares Morningstar'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 = 0.2151
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 16 84% of assets perform better |
Based on monthly moving average IShares Morningstar is performing at about 16% 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 Morningstar by adding it to a well-diversified portfolio.
IShares Morningstar Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Morningstar, and IShares Morningstar 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 | 3.47 X | |||
| Total Asset | 339.5 M | |||
About IShares Morningstar Performance
By analyzing IShares Morningstar's fundamental ratios, stakeholders can gain valuable insights into IShares Morningstar's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Morningstar 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 Morningstar has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund 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. Mstar Small-Cap is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Opes Wealth Management LLC Buys 13,7 Shares of iShares Morningstar Small-Cap Growth ETF | |
| The fund retains 99.8% 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 Morningstar Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
The market value of iShares Morningstar 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 Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar'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 Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar'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 Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar'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.