Ishares Us Insurance Etf Three Year Return
IAK Etf | USD 117.39 0.44 0.38% |
IShares US Insurance fundamentals help investors to digest information that contributes to IShares US's financial success or failures. It also enables traders to predict the movement of IShares Etf. The fundamental analysis module provides a way to measure IShares US's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to IShares US etf.
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IShares Three Year Return Analysis
IShares US's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current IShares US Three Year Return | 18.10 % |
Most of IShares US's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, IShares US Insurance is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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IShares US Three Year Return Component Assessment
Based on the latest financial disclosure, IShares US Insurance has a Three Year Return of 18.1%. This is 42.18% higher than that of the iShares family and 27.11% higher than that of the Financial category. The three year return for all United States etfs is notably lower than that of the firm.
IShares Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares US's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IShares US could also be used in its relative valuation, which is a method of valuing IShares US by comparing valuation metrics of similar companies.IShares US is currently under evaluation in three year return as compared to similar ETFs.
Fund Asset Allocation for IShares US
The fund invests 99.79% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides IShares US's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
IShares Fundamentals
Price To Earning | 14.24 X | |||
Price To Book | 1.08 X | |||
Price To Sales | 1.15 X | |||
Number Of Employees | 15 | |||
Beta | 0.64 | |||
Total Asset | 308.05 M | |||
One Year Return | 43.00 % | |||
Three Year Return | 18.10 % | |||
Five Year Return | 15.20 % | |||
Ten Year Return | 12.10 % | |||
Net Asset | 308.05 M | |||
Last Dividend Paid | 0.22 | |||
Equity Positions Weight | 99.79 % |
About IShares US Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze IShares US Insurance's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares US using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of IShares US Insurance based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Try AI Portfolio ArchitectCheck out IShares US Piotroski F Score and IShares US Altman Z Score analysis. Note that the IShares US Insurance information on this page should be used as a complementary analysis to other IShares US'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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Complementary Tools for IShares Etf analysis
When running IShares US's price analysis, check to measure IShares US'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 US is operating at the current time. Most of IShares US's value examination focuses on studying past and present price action to predict the probability of IShares US'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 US's price. Additionally, you may evaluate how the addition of IShares US to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares US Insurance 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 US's value that differs from its market value or its book value, called intrinsic value, which is IShares US'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 US's market value can be influenced by many factors that don't directly affect IShares US'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 US's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares US is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares US'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.