Ishares India 50 Etf Performance

The etf retains a Market Volatility (i.e., Beta) of 0.62, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares India's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares India is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days IShares India 50 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong fundamental indicators, IShares India is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
In Threey Sharp Ratio0.46
  

IShares India Relative Risk vs. Return Landscape

If you would invest  4,925  in IShares India 50 on December 29, 2023 and sell it today you would earn a total of  119.00  from holding IShares India 50 or generate 2.42% return on investment over 90 days. IShares India 50 is currently generating 0.0418% in daily expected returns and assumes 0.8201% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days IShares India is expected to generate 3.25 times less return on investment than the market. In addition to that, the company is 1.44 times more volatile than its market benchmark. It trades about 0.05 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

IShares India Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares India's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IShares India 50, and traders can use it to determine the average amount a IShares India'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 = 0.051

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Estimated Market Risk

 0.82
  actual daily
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93% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

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97% of assets perform better
Based on monthly moving average IShares India is performing at about 3% 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 India by adding it to a well-diversified portfolio.

IShares India Fundamentals Growth

IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares India, and IShares India 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.

About IShares India Performance

To evaluate IShares India 50 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 India 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 India 50 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 underlying index measures the equity performance of the top 50 companies by free float market capitalization whose equity securities trade in the Indian securities markets. India 50 is traded on NASDAQ Exchange in the United States.
The fund retains 99.55% of its assets under management (AUM) in equities
When determining whether IShares India 50 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares India's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares India 50 Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares India 50 Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in IShares India 50. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the IShares India 50 information on this page should be used as a complementary analysis to other IShares India'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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

Complementary Tools for IShares Etf analysis

When running IShares India's price analysis, check to measure IShares India's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares India is operating at the current time. Most of IShares India's value examination focuses on studying past and present price action to predict the probability of IShares India's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares India's price. Additionally, you may evaluate how the addition of IShares India to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares India 50 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 India's value that differs from its market value or its book value, called intrinsic value, which is IShares India'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 India's market value can be influenced by many factors that don't directly affect IShares India'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 India's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares India is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares India'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.