Ishares Equity Factor Etf Five Year Return
| LRGF Etf | USD 51.29 0.54 1.06% |
iShares Equity Factor fundamentals help investors to digest information that contributes to IShares Equity'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 Equity'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 Equity etf.
IShares |
iShares Equity Factor ETF Five Year Return Analysis
IShares Equity's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current IShares Equity Five Year Return | 11.60 % |
Most of IShares Equity's fundamental indicators, such as Five 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 Equity Factor is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, iShares Equity Factor has a Five Year Return of 11.6%. This is 76.02% higher than that of the iShares family and significantly higher than that of the Large Blend category. The five year return for all United States etfs is notably lower than that of the firm.
IShares Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares Equity's direct or indirect competition against its Five 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 Equity could also be used in its relative valuation, which is a method of valuing IShares Equity by comparing valuation metrics of similar companies.IShares Equity is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for IShares Equity
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 Equity'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 | 16.56 X | |||
| Price To Book | 2.20 X | |||
| Price To Sales | 1.06 X | |||
| Number Of Employees | 369 | |||
| Beta | 0.98 | |||
| Total Asset | 988.66 M | |||
| One Year Return | 23.00 % | |||
| Three Year Return | 7.90 % | |||
| Five Year Return | 11.60 % | |||
| Net Asset | 988.66 M | |||
| Last Dividend Paid | 0.14 | |||
| Equity Positions Weight | 99.79 % |
About IShares Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares Equity Factor's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares Equity Factor 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards IShares Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, IShares Equity's short interest history, or implied volatility extrapolated from IShares Equity options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out IShares Equity Piotroski F Score and IShares Equity Altman Z Score analysis. Note that the iShares Equity Factor information on this page should be used as a complementary analysis to other IShares Equity'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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of iShares Equity Factor 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 Equity's value that differs from its market value or its book value, called intrinsic value, which is IShares Equity'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 Equity's market value can be influenced by many factors that don't directly affect IShares Equity'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 Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Equity'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.