Ishares Short Maturity Etf Profile

NEAR Etf  USD 50.24  0.05  0.1%   

Performance

9 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
IShares Short is selling at 50.24 as of the 18th of March 2024; that is -0.1 percent decrease since the beginning of the trading day. The etf's lowest day price was 50.22. IShares Short has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for IShares Short Maturity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of September 2022 and ending today, the 18th of March 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of U.S. dollar-denominated investment-grade fixed-income securities. Short Maturity is traded on BATS Exchange in the United States. More on IShares Short Maturity

Moving together with IShares Etf

  0.8BIL SPDR Bloomberg 1-3PairCorr
  0.82SHV IShares Short TreasuryPairCorr
  0.86JPST JPMorgan Ultra-ShortPairCorr
  0.77USFR WisdomTree Floating RatePairCorr
  0.86ICSH IShares Ultra Short-TermPairCorr
  0.86FTSM First Trust EnhancedPairCorr
  0.76SGOV IShares 0-3 MonthPairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Short's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Short or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationCorporate ETFs, Investment Grade ETFs, Ultrashort Bond, iShares (View all Sectors)
IssueriShares
Inception Date2013-09-25
Entity TypeRegulated Investment Company
Asset Under Management3.03 Billion
Average Trading Valume206,361
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerAkiva Dickstein, Scott MacLellan, James Mauro, Amanda Liu, Sam Summers
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeCboe BZX Exchange, Inc.
Number of Constituents936
Market MakerSusquehanna
Total Expense0.25
Management Fee0.25
Country NameUSA
Returns Y T D0.24
NameiShares Short Maturity Bond ETF
Currency CodeUSD
Open FigiBBG0059KNK13
In Threey Volatility1.34
1y Volatility1.48
200 Day M A50.014
50 Day M A50.4696
CodeNEAR
Updated At17th of March 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.14)
IShares Short Maturity [NEAR] is traded in USA and was established 2013-09-25. The fund is listed under Ultrashort Bond category and is part of iShares family. The entity is thematically classified as Corporate ETFs. IShares Short Maturity now have 4.44 B in assets. , while the total return for the last 3 years was 2.6%.
Check IShares Short Probability Of Bankruptcy

Geographic Allocation (%)

IShares Short Maturity Currency Exposure

IShares Short Maturity holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Short will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in IShares Short Maturity.

Top IShares Short Maturity Etf Constituents

BlackRock Cash Funds Treasury SL Agency2.14819%
Euro Schatz Future Mar 241.42574%

IShares Short Target Price Odds Analysis

In regard to a normal probability distribution, the odds of IShares Short jumping above the current price in 90 days from now is about 31.79%. The IShares Short Maturity probability density function shows the probability of IShares Short etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares Short has a beta of 0.0852. This indicates as returns on the market go up, IShares Short average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding IShares Short Maturity will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0019, implying that it can generate a 0.00192 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 50.24HorizonTargetOdds Above 50.24
65.84%90 days
 50.24 
31.79%
Based on a normal probability distribution, the odds of IShares Short to move above the current price in 90 days from now is about 31.79 (This IShares Short Maturity probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Short Top Holders

FAUDXStrategic Advisers ShortMutual FundUltrashort Bond
VMEIXAdvantus Managed VolatilityMutual FundLong-Short Equity
BLDPXBlackrock Low DurationMutual FundShort-Term Bond
BLDCXBlackrock Low DurationMutual FundShort-Term Bond
CMGAXBlackrock Low DurationMutual FundShort-Term Bond
BLDAXBlackrock Low DurationMutual FundShort-Term Bond
BFMSXBlackrock Low DurationMutual FundShort-Term Bond
More Details

IShares Short Maturity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Short market risk premium is the additional return an investor will receive from holding IShares Short long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Short. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Short's alpha and beta are two of the key measurements used to evaluate IShares Short's performance over the market, the standard measures of volatility play an important role as well.

IShares Short Against Markets

Picking the right benchmark for IShares Short etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Short etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Short is critical whether you are bullish or bearish towards IShares Short Maturity at a given time. Please also check how IShares Short's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares Short without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares Short, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Short. To buy IShares Short etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Short. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Short etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located IShares Short Maturity etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased IShares Short Maturity etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IShares Short Maturity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Short guide.

Already Invested in IShares Short Maturity?

The danger of trading IShares Short Maturity is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Short is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Short. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares Short Maturity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IShares Short Maturity is a strong investment it is important to analyze IShares Short's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Short's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in IShares Short Maturity. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the IShares Short Maturity information on this page should be used as a complementary analysis to other IShares Short'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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for IShares Etf analysis

When running IShares Short's price analysis, check to measure IShares Short'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 Short is operating at the current time. Most of IShares Short's value examination focuses on studying past and present price action to predict the probability of IShares Short'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 Short's price. Additionally, you may evaluate how the addition of IShares Short to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares Short Maturity 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 Short's value that differs from its market value or its book value, called intrinsic value, which is IShares Short'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 Short's market value can be influenced by many factors that don't directly affect IShares Short'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 Short's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Short'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.