Ishares Fundamentals

BDBPX -  USA Fund  

USD 24.75  0.03  0.12%

Ishares Russell 2000 fundamentals help investors to digest information that contributes to Ishares Russell's financial success or failures. It also enables traders to predict the movement of Ishares Mutual Fund. This fundamental analysis module provides a way for investors to measures Ishares Russell's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ishares Russell mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Ishares Fundamentals 

 
Refresh

Ishares Five Year Return Analysis

Ishares Russell'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.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Ishares Russell Five Year Return

    
  3.46 %  
Most of Ishares Russell'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 Russell 2000 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.
Compare to competition

Ishares Russell Five Year Return Component Assessment

According to the company disclosure, Ishares Russell 2000 has a Five Year Return of 3.46%. This is 74.29% lower than that of the BlackRock family and significantly higher than that of the Small Blend category. The five year return for all United States funds is notably lower than that of the firm.

Ishares Russell 2000 Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ishares Russell's current stock value. Our valuation model uses many indicators to compare Ishares Russell value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ishares Russell competition to find correlations between indicators driving Ishares Russell's intrinsic value. More Info.
Ishares Russell 2000 is the top fund in last dividend paid among similar funds. It is second largest fund in net asset among similar funds making up about  168,500,000,000  of Net Asset per Last Dividend Paid. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ishares Russell by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ishares Russell's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ishares Russell's earnings, one of the primary drivers of an investment's value.

Did you try this?

Run Bond Directory Now

   

Bond Directory

Find actively traded corporate debentures issued by US companies
All  Next Launch Module

Fund Asset Allocation for Ishares Russell

The fund consists of 98.78% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Ishares Fundamentals

About Ishares Russell Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Ishares Russell 2000's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ishares Russell using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ishares Russell 2000 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, 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 investment seeks to match the performance of the Russell 2000 Index as closely as possible before the deduction of fund expenses. Ishares Russell is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Ishares Russell without increasing your portfolio risk or giving up 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.

Did you try this?

Run Price Ceiling Movement Now

   

Price Ceiling Movement

Calculate and plot Price Ceiling Movement for different equity instruments
All  Next Launch Module

Pair Trading with Ishares Russell

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 Russell 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 Russell will appreciate offsetting losses from the drop in the long position's value.

Ishares Russell Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Ishares Russell and T Rowe Price. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
Run Pair Correlation  
Continue to Ishares Russell Piotroski F Score and Ishares Russell Altman Z Score analysis. Note that the Ishares Russell 2000 information on this page should be used as a complementary analysis to other Ishares Russell'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 CEO Directory module to screen CEOs from public companies around the world.

Complementary Tools for Ishares Mutual Fund analysis

When running Ishares Russell 2000 price analysis, check to measure Ishares Russell'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 Russell is operating at the current time. Most of Ishares Russell's value examination focuses on studying past and present price action to predict the probability of Ishares Russell's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Ishares Russell's price. Additionally, you may evaluate how the addition of Ishares Russell to your portfolios can decrease your overall portfolio volatility.
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
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 Ishares Russell value 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.