Ishares Core Conservative Etf Performance
| AOK Etf | USD 39.24 0.16 0.41% |
The etf retains a Market Volatility (i.e., Beta) of 0.3, which attests to not very significant fluctuations relative to the market. 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
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Core Conservative are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, IShares Core is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
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| In Threey Sharp Ratio | 0.31 |
IShares Core Relative Risk vs. Return Landscape
If you would invest 3,731 in iShares Core Conservative on April 27, 2025 and sell it today you would earn a total of 193.00 from holding iShares Core Conservative or generate 5.17% return on investment over 90 days. iShares Core Conservative is generating 0.0806% of daily returns assuming volatility of 0.3253% on return distribution over 90 days investment horizon. In other words, 2% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. 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 Conservative, 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 = 0.2478
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Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average IShares Core is performing at about 19% 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 | 17.25 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.31 X | |||
| Total Asset | 906.16 M | |||
About IShares Core Performance
By examining IShares Core's fundamental ratios, stakeholders can obtain critical insights into IShares Core's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Core is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. IShares Core is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: iShares Core 3070 Conservative Allocation ETF Reaches New 12-Month High Whats Next | |
| The fund holds about 19.24% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares Core Conservative. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
The market value of iShares Core Conservative 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.