Ishares Edge Msci Etf Five Year Return
| MVLD Etf | USD 137.66 0.52 0.38% |
iShares Edge MSCI fundamentals help investors to digest information that contributes to IShares Edge'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 Edge'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 Edge etf.
IShares |
iShares Edge MSCI ETF Five Year Return Analysis
IShares Edge'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% |
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.
According to the company disclosure, iShares Edge MSCI has a Five Year Return of 0.0%. This is 100.0% lower than that of the Category family and 100.0% lower than that of the Family category. The five year return for all Netherlands etfs is 100.0% higher than that of the company.
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 Edge'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 Edge could also be used in its relative valuation, which is a method of valuing IShares Edge by comparing valuation metrics of similar companies.IShares Edge is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for IShares Edge
The fund invests 99.32% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides IShares Edge'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
| One Year Return | (11.62) % | |||
| Equity Positions Weight | 99.32 % |
About IShares Edge Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares Edge MSCI's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares Edge using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares Edge MSCI 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.
Pair Trading with IShares Edge
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares Edge position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares Edge will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 0.84 | VUSA | Vanguard SP 500 | PairCorr |
| 0.91 | EMIM | iShares Core MSCI | PairCorr |
| 0.84 | IUSA | iShares SP 500 | PairCorr |
| 0.91 | VWRL | Vanguard FTSE All | PairCorr |
Moving against IShares Etf
| 0.41 | VJPN | Vanguard FTSE Japan | PairCorr |
The ability to find closely correlated positions to IShares Edge could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares Edge when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares Edge - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares Edge MSCI to buy it.
The correlation of IShares Edge is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares Edge moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Edge MSCI moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares Edge can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares Edge MSCI. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Please note, there is a significant difference between IShares Edge's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Edge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Edge'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.