iShares Core Buy or Sell Recommendation

Macroaxis provides iShares Core Moderate Allocation buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding iShares Core positions. The advice algorithm takes into account all of iShares Core Moderate Allocation available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from iShares Core buy-and-hold prospective. Check also iShares Core Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Time Horizon

Risk Tolerance

Execute Advice
iShares Core Moderate Allocation -- USA Etf  

USD 37.75  0.30  0.79%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding iShares Core Moderate Allocation is 'Hold'.
For the selected time horizon iShares Core Moderate Allocation has a risk adjusted performance of 0.32, jensen alpha of 0.14, total risk alpha of 0.014443, sortino ratio of 0.0 and treynor ratio of 1.27
iShares Core Moderate Allocation buy or sell recommendation module can be used to check and cross-verify current buy or sell advice provided by analysts examining the etf potential to grow using all of fundamental, technical, data market data available at the time. Please utilize iShares Core Moderate Allocation Price to Sales, Three Year Return as well as the relationship between Three Year Return and Bond Positions Weight to make buy, hold, or sell decision on iShares Core Moderate.

Returns Distribution Density

Mean Return0.1Value At Risk1.43
Potential Upside0.64Standard Deviation0.60
 Return Density 

Institutional Investors

Security TypeSharesValue
Tiedemann Wealth Management LlcFund Units1.8 M70.4 M

iShares Core Greeks

Alpha over DOW
Beta against DOW=0.09
Overall volatility
Information ratio =0.29

iShares Core Volatility Alert

iShares Core Moderate Allocation exhibits very low volatility with skewness of -1.0 and kurtosis of 0.79. However, we advise investors to further study iShares Core Moderate Allocation technical indicators to make sure all market info is available and is reliable.
 Better Than Average     
 Worse Than Average Compare iShares Core to competition
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 Return12.51 % (1.25) %
Three Year Return5.84 % 2.26 %
Five Year Return6.09 % 0.20 %
Net Asset946.22 M888.73 M
Equity Positions Weight38.85 % 49.22 %
Bond Positions Weight45.08 % 8.08 %


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable

Piotroski F Score

Financial Leverage

Risk Adjusted Performance0.32
Market Risk Adjusted Performance1.28
Mean Deviation0.4512
Coefficient Of Variation583.83
Standard Deviation0.5965
Information Ratio0.2921
Jensen Alpha0.14
Total Risk Alpha0.014443
Treynor Ratio1.27
Maximum Drawdown1.77
Value At Risk1.43
Potential Upside0.6393