Ishares Short Treasury Etf Performance
| SHV Etf | USD 110.33 0.05 0.05% |
The etf retains a Market Volatility (i.e., Beta) of 0.0124, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Short is expected to be smaller as well.
Risk-Adjusted Performance
75 of 100
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Market Crasher
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Short Treasury are ranked lower than 75 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable technical indicators, IShares Short is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
1 | Atria Wealth Solutions Inc. Raises Holdings in iShares Short Treasury Bond ETF | 02/07/2024 |
2 | Montag A Associates Inc. Invests 250,000 in iShares Short Treasury Bond ETF | 02/14/2024 |
3 | Stifel Financial Corp Lowers Stock Position in iShares Short Treasury Bond ETF | 02/23/2024 |
4 | iShares Short Treasury Bond ETF declares monthly distribution of 0.4476 | 03/04/2024 |
5 | Integrated Wealth Concepts LLC Boosts Stock Position in iShares Short Treasury Bond ETF | 03/08/2024 |
6 | Comerica Bank Takes Position in iShares Short Treasury Bond ETF | 03/12/2024 |
7 | Capital Asset Advisory Services LLC Decreases Stock Position in iShares Short Treasury Bond ETF - Defense World | 03/18/2024 |
8 | iShares Short Treasury Bond ETF declares monthly distribution of 0.2704 | 04/01/2024 |
| In Threey Sharp Ratio | -2.66 |
IShares |
IShares Short Relative Risk vs. Return Landscape
If you would invest 10,904 in iShares Short Treasury on January 20, 2024 and sell it today you would earn a total of 129.00 from holding iShares Short Treasury or generate 1.18% return on investment over 90 days. iShares Short Treasury is generating 0.0187% of daily returns assuming volatility of 0.0194% on return distribution over 90 days investment horizon. In other words, 0% 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 Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Short's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Short Treasury, and traders can use it to determine the average amount a IShares Short'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 = 0.9616
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| SHV |
Based on monthly moving average IShares Short is performing at about 75% 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 Short by adding it to a well-diversified portfolio.
IShares Short Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Short, and IShares Short 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.
| Total Asset | 23.11 B | |||
About IShares Short Performance
To evaluate iShares Short Treasury 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 Short 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 Short Treasury 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 will invest at least 80 percent of its assets in the component securities of the underlying index, and it will invest at least 90 percent of its assets in U.S. Short Treasury is traded on NASDAQ Exchange in the United States.| IShares is showing solid risk-adjusted performance over 90 days | |
| Latest headline from seekingalpha.com: iShares Short Treasury Bond ETF declares monthly distribution of 0.2704 | |
| The fund maintains all of the assets in different exotic instruments |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares Short Treasury. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the iShares Short Treasury 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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of iShares Short Treasury 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.