Ishares Equity Factor Etf Performance
| LRGF Etf | USD 65.04 0.03 0.05% |
The etf retains a Market Volatility (i.e., Beta) of 0.93, which attests to possible diversification benefits within a given portfolio. IShares Equity returns are very sensitive to returns on the market. As the market goes up or down, IShares Equity is expected to follow.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Equity Factor are ranked lower than 28 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile technical and fundamental indicators, IShares Equity reported solid returns over the last few months and may actually be approaching a breakup point. ...more
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| In Threey Sharp Ratio | 0.97 |
IShares Equity Relative Risk vs. Return Landscape
If you would invest 5,451 in iShares Equity Factor on April 22, 2025 and sell it today you would earn a total of 1,053 from holding iShares Equity Factor or generate 19.32% return on investment over 90 days. iShares Equity Factor is currently generating 0.2884% in daily expected returns and assumes 0.803% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than IShares, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Equity Factor, and traders can use it to determine the average amount a IShares Equity'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 = 0.3592
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.36 actual daily | 28 72% of assets perform better |
Based on monthly moving average IShares Equity is performing at about 28% 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 Equity by adding it to a well-diversified portfolio.
IShares Equity Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Equity, and IShares Equity 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 | 16.56 X | |||
| Price To Book | 2.20 X | |||
| Price To Sales | 1.06 X | |||
| Total Asset | 988.66 M | |||
About IShares Equity Performance
By analyzing IShares Equity's fundamental ratios, stakeholders can gain valuable insights into IShares Equity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Equity 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 Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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. USA Multifactor is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: How To Trade - news.stocktradersdaily.com | |
| The fund maintains 99.79% of its assets in stocks |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares Equity Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
The market value of iShares Equity Factor 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 Equity's value that differs from its market value or its book value, called intrinsic value, which is IShares Equity'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 Equity's market value can be influenced by many factors that don't directly affect IShares Equity'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 Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Equity'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.