IShares VII (Switzerland) Performance
| CSUK Etf | GBP 138.42 1.20 0.87% |
The etf retains a Market Volatility (i.e., Beta) of -0.0379, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares VII are expected to decrease at a much lower rate. During the bear market, IShares VII is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares VII PLC are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, IShares VII is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
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IShares VII Relative Risk vs. Return Landscape
If you would invest 13,070 in iShares VII PLC on January 24, 2024 and sell it today you would earn a total of 772.00 from holding iShares VII PLC or generate 5.91% return on investment over 90 days. iShares VII PLC is generating 0.0944% of daily returns and assumes 0.601% volatility on return distribution over the 90 days horizon. Simply put, 5% of etfs are less volatile than IShares, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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IShares VII Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares VII's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares VII PLC, and traders can use it to determine the average amount a IShares VII'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 = 0.157
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average IShares VII is performing at about 12% of its full potential. 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 VII by adding it to a well-diversified portfolio.
IShares VII Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares VII, and IShares VII 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 | 17.12 X | |||
| Price To Book | 1.82 X | |||
| Price To Sales | 1.18 X | |||
| Total Asset | 87.45 M | |||
About IShares VII Performance
To evaluate iShares VII PLC 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 VII 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 VII PLC 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 investment objective of the Fund is to deliver the net total return performance of the Reference Index , less the fees and expenses of the Fund. ISh MSCI is traded on Switzerland Exchange in Switzerland.| The fund generated three year return of -4.0% | |
| iShares VII PLC holds 98.87% of its assets under management (AUM) in equities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares VII PLC. 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 Transaction History module to view history of all your transactions and understand their impact on performance.