Ishares Msci Kld Etf Performance
| DSI Etf | USD 114.31 0.71 0.63% |
The etf retains a Market Volatility (i.e., Beta) of -0.0421, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares MSCI are expected to decrease at a much lower rate. During the bear market, IShares MSCI is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI KLD are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak basic indicators, IShares MSCI may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Stress, anxit, excitation ltat desprit des DSI en 2024, selon une tude dExpereo | 09/19/2024 |
2 | iShares MSCI KLD 400 Social ETF Shares Purchased by Sapient Capital LLC | 10/14/2024 |
3 | ORR Protection Acquires Detection Suppression International to Strengthen Fire Protection Services in Texas | 10/16/2024 |
4 | Bravo Consulting wins global Digital Solutions Integrator Partner of the Year at Cisco Partner Summit 2024 | 10/30/2024 |
5 | White Lighthouse Investment Management Inc. Sells 283 Shares of iShares MSCI KLD 400 Social ETF | 11/06/2024 |
6 | DSI and Frontgrade Sign Agreement to Develop and Distribute Next Evolution of 2TB Mass Memory Unit for Space | 11/20/2024 |
7 | DSI y Frontgrade firman un acuerdo para desarrollar y distribuir la prxima evolucin en unidades de memoria masiva de 2 TB para el espacio | 11/21/2024 |
| In Threey Sharp Ratio | 0.26 |
IShares |
IShares MSCI Relative Risk vs. Return Landscape
If you would invest 10,306 in iShares MSCI KLD on September 1, 2024 and sell it today you would earn a total of 1,054 from holding iShares MSCI KLD or generate 10.23% return on investment over 90 days. iShares MSCI KLD is generating 0.1577% of daily returns assuming volatility of 0.7827% on return distribution over 90 days investment horizon. In other words, 6% of etfs are less volatile than IShares, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares MSCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares MSCI KLD, and traders can use it to determine the average amount a IShares MSCI'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 = 0.2015
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average IShares MSCI is performing at about 15% 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 MSCI by adding it to a well-diversified portfolio.
IShares MSCI Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares MSCI, and IShares MSCI 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 | 20.20 X | |||
| Price To Book | 3.31 X | |||
| Price To Sales | 2.07 X | |||
| Total Asset | 3.28 B | |||
About IShares MSCI Performance
By evaluating IShares MSCI's fundamental ratios, stakeholders can gain valuable insights into IShares MSCI's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares MSCI 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 MSCI has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund generally invests at least 90 percent of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. KLD 400 is traded on NYSEARCA Exchange in the United States.| Latest headline from businesswire.com: DSI y Frontgrade firman un acuerdo para desarrollar y distribuir la prxima evolucin en unidades de memoria masiva de 2 TB para el espacio | |
| The fund retains 99.72% 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 MSCI KLD. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of iShares MSCI KLD 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 MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI'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 MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI'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 MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI'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.