iShares Core Buy Hold or Sell Recommendation

AOK -- USA Etf  

USD 33.28  0.16  0.48%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding iShares Core Conservative Allocation ETF is 'Hold'. Macroaxis provides iShares Core buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AOK positions. The advice algorithm takes into account all of iShares Core Conserv available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from AOK buy-and-hold prospective. Check also iShares Core Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell iShares CoreBuy iShares Core
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon iShares Core Conservative Allocation ETF has a risk adjusted performance of 0.38, jensen alpha of 0.09, total risk alpha of 0.06, sortino ratio of 0.0 and treynor ratio of 1.01
Macroaxis buy or sell recommendation module can be used to complement iShares Core Conservative Allocation ETF buy or sell advice provided by average analyst sentiment. It analyzes the etf potential to grow using fundamental, technical, data market data available at the time. Please utilize iShares Core Conservative Allocation ETF Price to Sales, Three Year Return as well as the relationship between Three Year Return and Equity Positions Weight to make buy, hold, or sell decision on iShares Core Conserv.

iShares Core Returns Distribution Density

Mean Return0.1Value At Risk0.59
Potential Upside0.42Standard Deviation0.30
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Atria Investments LlcFund Units31.5 K1.1 M

iShares Core Greeks

α
Alpha over DOW
=0.09
β
Beta against DOW=0.11
σ
Overall volatility
=0.31
Ir
Information ratio =0.24

iShares Core Volatility Alert

iShares Core Conservative Allocation ETF exhibits very low volatility with skewness of -0.56 and kurtosis of 1.43. However, we advise investors to further study iShares Core Conservative Allocation ETF technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare iShares Core to competition

iShares Core Fundamental Vs Peers

FundamentalsiShares CorePeer Average
Price to Earning17.25 times8.24 times
Price to Book1.90 times0.97 times
Price to Sales1.31 times0.72 times
One Year Return2.93 % (1.25) %
Three Year Return5.24 % 2.26 %
Five Year Return4.57 % 0.20 %
Net Asset473.49 M888.73 M
Last Dividend Paid0.0790.03
Equity Positions Weight29.00 % 49.22 %
Bond Positions Weight65.08 % 8.08 %

iShares Core Alerts

Trading Alerts and Improvement Suggestions

iShares Core Conserv generates negative expected return over the last 30 days
On October 2, 2018 iShares Core paid $ 0.079 per share dividend to its current shareholders
The fund holds about 65.08% of its assets under management (AUM) in fixed income securities
Check also iShares Core Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
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