Relative Risk vs. Return Landscape
If you would invest 7,942
in iShares Dow Jones US Index on April 22, 2013
and sell it today you would earn a total of 482.00
from holding iShares Dow Jones US Index or generate 6.07%
return on investment over 30
days. iShares Dow Jones US Index is generating 0.32% of daily returns assuming volatility of 0.52%
on return distribution over 30 days investment horizon. In other words, 6% of equities are less volatile than the company and above 82% of equities are expected to generate higher returns over the next 30 days.
Daily Expected Return (%)
Considering 30-days investment horizon, iShares Dow Jones US Index is expected to generate 0.96 times more return on investment than the market. However, the company is 1.04 times less risky than the market. It trades about 0.62 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.56 per unit of risk.
iShares Price to Book
Based on latest financial disclosure the price to book indicator of iShares Dow Jones US Index is roughly 1.96 times. This is 83.18% higher than that of iShares family, and 4.93% lower than that of Large Blend
category, The Price to Book for all etfs is 211.11% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
iShares Year to Date Return
iShares Dow Jones US Index has Year to Date Return of 10.88%. This is 227.71% higher than that of iShares family, and 2.7% lower than that of Large Blend
category, The Year to Date Return for all etfs is 532.56% lower than the firm.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
iShares Price to Earning vs Price to Book
iShares Dow Jones US Index is rated fifth
overall ETF in price to earning as compared to similar ETFs. It is rated below average
in price to book as compared to similar ETFs fabricating about 0.14
of Price to Book per Price to Earning. The ratio of Price to Earning to Price to Book for iShares Dow Jones US Index is roughly 7.19