Ishares Insurance Etf Performance
| IAK Etf | USD 110.64 1.10 1.00% |
The etf retains a Market Volatility (i.e., Beta) of 0.46, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Insurance's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Insurance is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Insurance ETF are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, IShares Insurance is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
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| In Threey Sharp Ratio | 0.90 |
IShares |
IShares Insurance Relative Risk vs. Return Landscape
If you would invest 10,541 in iShares Insurance ETF on January 20, 2024 and sell it today you would earn a total of 523.00 from holding iShares Insurance ETF or generate 4.96% return on investment over 90 days. iShares Insurance ETF is generating 0.0795% of daily returns assuming volatility of 0.7319% on return distribution over 90 days investment horizon. In other words, 6% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Insurance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Insurance's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Insurance ETF, and traders can use it to determine the average amount a IShares Insurance'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 = 0.1087
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average IShares Insurance is performing at about 8% 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 Insurance by adding it to a well-diversified portfolio.
IShares Insurance Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Insurance, and IShares Insurance 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 | 14.24 X | |||
| Price To Book | 1.08 X | |||
| Price To Sales | 1.15 X | |||
| Total Asset | 308.05 M | |||
About IShares Insurance Performance
To evaluate iShares Insurance ETF Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when IShares Insurance generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare IShares Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand iShares Insurance ETF market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents IShares's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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 and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index, but which BFA believes will help the fund track the index. US Insurance is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Should You Invest in the iShares U.S. Insurance ETF - Yahoo Canada Shine On | |
| The fund retains 99.79% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Insurance ETF. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the iShares Insurance ETF information on this page should be used as a complementary analysis to other IShares Insurance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
The market value of iShares Insurance ETF 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 Insurance's value that differs from its market value or its book value, called intrinsic value, which is IShares Insurance'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 Insurance's market value can be influenced by many factors that don't directly affect IShares Insurance'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 Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Insurance'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.