Flexshares Core Select Etf Performance
| BNDC Etf | USD 21.54 0.12 0.56% |
The etf shows a Beta (market volatility) of 0.27, which means not very significant fluctuations relative to the market. As returns on the market increase, FlexShares Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding FlexShares Core is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days FlexShares Core Select has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental indicators, FlexShares Core is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | FlexShares Core Select Bond Fund declares monthly distribution of 0.0581 | 02/09/2024 |
| In Threey Sharp Ratio | -0.75 |
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FlexShares Core Relative Risk vs. Return Landscape
If you would invest 2,189 in FlexShares Core Select on January 19, 2024 and sell it today you would lose (35.00) from holding FlexShares Core Select or give up 1.6% of portfolio value over 90 days. FlexShares Core Select is currently does not generate positive expected returns and assumes 0.388% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% of etfs are less volatile than FlexShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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FlexShares Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for FlexShares Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as FlexShares Core Select, and traders can use it to determine the average amount a FlexShares Core'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 = -0.064
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| Negative Returns | BNDC |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average FlexShares Core 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 FlexShares Core by adding FlexShares Core to a well-diversified portfolio.
FlexShares Core Fundamentals Growth
FlexShares Etf prices reflect investors' perceptions of the future prospects and financial health of FlexShares Core, and FlexShares Core 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 FlexShares Etf performance.
| Total Asset | 162.73 M | |||
About FlexShares Core Performance
To evaluate FlexShares Core Select 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 FlexShares Core 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 FlexShares 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 FlexShares Core Select market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents FlexShares'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 invests at least 80 percent of its net assets in U.S. dollar-denominated investment-grade fixed-income securities either directly or indirectly through exchange-traded funds and other registered investment companies. Flexshares Core is traded on NYSEARCA Exchange in the United States.| FlexShares Core generated a negative expected return over the last 90 days | |
| The fund created three year return of -4.0% | |
| FlexShares Core Select holds about 7.11% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in FlexShares Core Select. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the FlexShares Core Select information on this page should be used as a complementary analysis to other FlexShares Core'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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
The market value of FlexShares Core Select is measured differently than its book value, which is the value of FlexShares that is recorded on the company's balance sheet. Investors also form their own opinion of FlexShares Core's value that differs from its market value or its book value, called intrinsic value, which is FlexShares Core'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 FlexShares Core's market value can be influenced by many factors that don't directly affect FlexShares Core'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 FlexShares Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if FlexShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FlexShares Core'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.