iShares Core Buy Hold or Sell Recommendation

AOM -- USA Etf  

USD 37.99  0.17  0.45%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding iShares Core Moderate Allocation ETF is 'Strong 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 AOM positions. The advice algorithm takes into account all of iShares Core Moderate available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from AOM 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
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon iShares Core Moderate Allocation ETF has a risk adjusted performance of 0.0082, jensen alpha of 0.036365, total risk alpha of 0.11, sortino ratio of 0.64 and treynor ratio of 0.005589
iShares Core Moderate Allocation ETF 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 ETF 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.

iShares Core Returns Distribution Density

Mean Return0.008816Value At Risk0.37
Potential Upside0.45Standard Deviation0.30
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Tiedemann Advisors LlcFund Units2 M73.3 M

iShares Core Greeks

α
Alpha over DOW
=0.04
β
Beta against DOW=0.21
σ
Overall volatility
=0.20
Ir
Information ratio =0.55

iShares Core Volatility Alert

iShares Core Moderate Allocation ETF exhibits very low volatility with skewness of 1.09 and kurtosis of 2.8. However, we advise investors to further study iShares Core Moderate 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 Return4.15 % (1.25) %
Three Year Return6.13 % 2.26 %
Five Year Return5.58 % 0.20 %
Net Asset922.06 M888.73 M
Equity Positions Weight38.73 % 49.22 %
Bond Positions Weight55.96 % 8.08 %

iShares Core Alerts

Trading Alerts and Improvement Suggestions

iShares Core generates negative expected return over the last 30 days
The fund holds about 55.96% 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 Companies Directory module to evaluate performance of over 100,000 stocks, funds, and etfs against different fundamentals.
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