Ishares Core Total Etf Profile
| IUSB Etf | USD 44.40 0.11 0.25% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares Core is trading at 44.40 as of the 18th of April 2024, a -0.25 percent decrease since the beginning of the trading day. The etf's open price was 44.51. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares Core Total are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index and to-be-announced transactions that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index. More on iShares Core Total
Moving together with IShares Etf
| 0.94 | FIXD | First Trust TCW | PairCorr |
| 0.89 | FBND | Fidelity Total Bond Sell-off Trend | PairCorr |
| 0.86 | TOTL | SPDR DoubleLine Total | PairCorr |
| 0.95 | HTRB | Hartford Total Return | PairCorr |
| 0.96 | GTO | Invesco Total Return | PairCorr |
| 0.99 | EUSB | iShares Trust | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Broad Debt ETFs (View all Themes) |
| Business Concentration | Broad Debt ETFs, Intermediate Core-Plus Bond, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2014-06-10 |
| Benchmark | Bloomberg U.S. Universal Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 27.41 Billion |
| Average Trading Valume | 2.16 Million |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Broad Debt |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | James Mauro, Karen Uyehara |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 16,084 |
| Market Maker | Jane Street |
| Total Expense | 0.07 |
| Management Fee | 0.06 |
| Country Name | USA |
| Returns Y T D | (2.94) |
| Name | iShares Core Total USD Bond Market ETF |
| Currency Code | USD |
| Open Figi | BBG006MJCSX9 |
| In Threey Volatility | 7.15 |
| 1y Volatility | 7.04 |
| 200 Day M A | 44.8023 |
| 50 Day M A | 45.2552 |
| Code | IUSB |
| Updated At | 17th of April 2024 |
| Currency Name | US Dollar |
iShares Core Total [IUSB] is traded in USA and was established 2014-06-10. The fund is listed under Intermediate Core-Plus Bond category and is part of iShares family. The entity is thematically classified as Broad Debt ETFs. iShares Core Total currently have 16.8 B in assets under management (AUM). , while the total return for the last 3 years was -3.2%.
Check IShares Core Probability Of Bankruptcy
Geographic Allocation (%)
iShares Core Total Currency Exposure
iShares Core Total holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Core will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Core Total.
IShares Core Target Price Odds Analysis
What are IShares Core's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of IShares Core jumping above the current price in 90 days from now is close to 99%. The iShares Core Total probability density function shows the probability of IShares Core etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares Core has a beta of 0.2306. This usually indicates as returns on the market go up, IShares Core average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares Core Total will be expected to be much smaller as well. Additionally, iShares Core Total has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares Core to move above the current price in 90 days from now is close to 99 (This iShares Core Total probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares Core Top Holders
| BRGPX | Blackrock Gwth Prepared | Mutual Fund | Allocation--50% to 70% Equity |
| BCGPX | Blackrock Gwth Prepared | Mutual Fund | Allocation--50% to 70% Equity |
| BAMPX | Blackrock Moderate Prepared | Mutual Fund | Allocation--30% to 50% Equity |
| BRMPX | Blackrock Moderate Prepared | Mutual Fund | Allocation--30% to 50% Equity |
| AOA | iShares Core Aggressive | Etf | Global Allocation |
| AOM | iShares Core Moderate | Etf | Moderately Conservative Allocation |
| AOR | iShares Core Growth | Etf | Moderate Allocation |
iShares Core Total Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Core market risk premium is the additional return an investor will receive from holding IShares Core long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Core's alpha and beta are two of the key measurements used to evaluate IShares Core's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | (0.20) |
IShares Core Against Markets
Picking the right benchmark for IShares Core etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Core etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Core is critical whether you are bullish or bearish towards iShares Core Total at a given time. Please also check how IShares Core's historical prices are related to one of the top price index indicators.
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How to buy IShares Etf?
Before investing in IShares Core, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Core. To buy IShares Core etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Core. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Core etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares Core Total etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares Core Total etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Core Total, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Core guide.
Already Invested in iShares Core Total?
The danger of trading iShares Core Total is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Core is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Core. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Core Total is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Core Total offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Core'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 Core Total Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Core Total Etf: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core Total. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of iShares Core Total 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.