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SP 500   1,670   3.66  Index Moved Up 0.22%
ISHARESN NAFTRAC NAFT IUSA Cigarettes Small Growth Consumer Chemicals 
United States GSPC USD ...  |  Macroaxis Daily Picks


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Collecting data for IYZ

ISHS quote and profile

 
 Companies |  Insiders  | Dashboard  
     
312.9
  
ETF
10.40  Macroaxis: 3.44 Up   3.44%  
Year To Date
285324
Last 1 Month(s)
26.16313
Trading Day 
313313
May 21 2013 

Diversification Suggestion

Use ISHS to enhance returns of your portfolios. The etf experiences unexpected upward trend. Watch out for market signals
Analyze ISHS DJ US TELECOM Trend or Check current 30 days ISHS correlation with market (S&P 500)
1 Month Beta 1.15  
Highest Price:  
Lowest Price:  
27.48  
26.16  
May 17 2013 
April 22 2013 
ISHS returns are very sensitive to returns on the market. As market goes up or down, ISHS is expected to follow.
ISHS DJ US TELECOM llmost one BetaISHS DJ US TELECOM Beta Legend
IYZ Mexico Mexico #US4642877132MX
ISHS DJ US TELECOM
Benchmark S&P 500
Currency: MXN
Traded on Mexico Stock Exchange
    
Number of Employees15
 thisGreen IYZ IYZ.MX agains markets  3.44 % Macroaxis: change 3.44 Moved Up  
 
 United States SP 500   0.22 % Macroaxis: 0.22 Moved Up  
 
 Mexico IPC   1.50 % Macroaxis: change 1.5 Moved Down  
 
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ISHS Leadership

Jack Gee CFO, Treasurer
Ira Shapiro Vice President Chief Legal Officer
John Kerrigan Independent Trustee
Madhav Rajan Independent Trustee, MBA
John Martinez Independent Trustee, MBA
Charles Hurty Independent Trustee
Robert Silver Independent Trustee
Eilleen Clavere Secretary

ISHS correlation with market

Weak diversification
Overlapping area represents amount of risk that can be diversified away by holding ISHS DJ US TELECOM and equity matching MXX index in the same portfolio

ISHS Performance

Price Growth (%)  
ISHS   Market   
 

ISHS 30-Days Risk-Return Take

If you would invest  2,656  in ISHS DJ US TELECOM on April 21, 2013 and sell it today you would earn a total of  85.00  from holding ISHS DJ US TELECOM or generate 3.2% return on investment over 30 days. ISHS DJ US TELECOM is generating 0.23% of daily returns assuming 0.88% volatility of returns over the 30 days investment horizon. Simply put, 11% of all equities have less volatile historical return distribution than ISHS DJ US TELECOM and 87% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
 
Change Benchmark   Risk [Daily Volatility] (%)
Assuming 30 trading days horizon, ISHS DJ US TELECOM is expected to generate 1.35 times less return on investment than the market. In addition to that, the company is 1.6 times more volatile than its market benchmark. It trades about 0.26 of its total potential returns per unit of risk. The S&P 500 is currently generating roughly 0.56 per unit of volatility.
Past Market
Over 30
Days
14
Out Of
100
 
Chance of
Less
Than
34 %
 
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ISHS Research Report

ISHS vs. iShares

Correlation analysis and fundamentals comparison between ISHS DJ US TELECOM and iShares S P 500 IE

ISHS vs Competition

ISHS vs. iShares NAFTRAC
ISHS vs. iShares NAFTRAC
ISHS vs. iShares NAFTRAC
ISHS vs. iShares S P 500 IE
ISHS vs. iShares STOXX Europe 600 DE
ISHS vs. iShares DAX DE
ISHS vs. ISHS S P-TSX60 TU
ISHS vs. iShares MSCI World IE
ISHS vs. NAFIN SNC MEXTRAC
ISHS vs. iShares Markit iBoxx Euro Corp Bd IE

ISHS May 21 2013 Opportunity Range

Downside Deviation0.8938
Information Ratio(0.09)
Maximum Drawdown3.4
Value At Risk(1.13)
Potential Upside1.53

 
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