Ishares Russell 2000 Etf Performance
| IWM Etf | USD 198.36 1.88 0.96% |
The etf retains a Market Volatility (i.e., Beta) of 1.25, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares Russell will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days iShares Russell 2000 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, IShares Russell is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Nvidia Is Aiming For Apple And Microsoft | 03/05/2024 |
2 | Russell 2000 Earnings Dashboard 23Q4 - Thursday, March 14 | 03/14/2024 |
3 | Index Charts A Uniform Story With Two Standout Exceptions | 03/26/2024 |
4 | Russell 2000 Earnings Dashboard 24Q1 | 04/04/2024 |
5 | iShares Russell 2000 ETF Shares Sold by CENTRAL TRUST Co - Defense World | 04/08/2024 |
6 | Russell 2000 Earnings Dashboard 24Q1 - Thursday, April 11 | 04/11/2024 |
7 | Fifty-Day MAs Offer Little Support As Indices Seek Swing Lows | 04/16/2024 |
8 | Financial Markets Report For Wednesday, April 17 | 04/18/2024 |
9 | Russell 2000 Resists Extending Losses As Crash Conditions Reached | 04/19/2024 |
10 | Bulls Have Opportunity To Put Foot Down For Reprieve NT | 04/22/2024 |
11 | Tech Stocks Surge, Leaving Some Behind | 04/25/2024 |
| In Threey Sharp Ratio | -0.04 |
IShares |
IShares Russell Relative Risk vs. Return Landscape
If you would invest 19,890 in iShares Russell 2000 on January 28, 2024 and sell it today you would lose (54.00) from holding iShares Russell 2000 or give up 0.27% of portfolio value over 90 days. iShares Russell 2000 is generating 0.0038% of daily returns assuming volatility of 1.2774% on return distribution over 90 days investment horizon. In other words, 11% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Russell's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Russell 2000, and traders can use it to determine the average amount a IShares Russell's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.003
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IWM |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Russell is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IShares Russell by adding IShares Russell to a well-diversified portfolio.
IShares Russell Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Russell, and IShares Russell fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IShares Etf performance.
| Price To Earning | 1.99 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.14 X | |||
| Earnings Per Share | 14.46 X | |||
| Total Asset | 47.57 B | |||
About IShares Russell Performance
To evaluate iShares Russell 2000 Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when IShares Russell generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare IShares Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand iShares Russell 2000 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents IShares's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund generally invests 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. Russell 2000 is traded on NYSEARCA Exchange in the United States.| Latest headline from talkmarkets.com: Tech Stocks Surge, Leaving Some Behind | |
| The fund generated three year return of -3.0% | |
| iShares Russell 2000 retains 99.78% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Russell 2000. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in housing. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
The market value of iShares Russell 2000 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 Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell'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 Russell's market value can be influenced by many factors that don't directly affect IShares Russell'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 Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell'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.