Ishares 1 3 Year Etf Profile
| ISHG Etf | USD 70.56 0.50 0.71% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares 1 is trading at 70.56 as of the 28th of November 2024. This is a 0.71 percent increase since the beginning of the trading day. The etf's lowest day price was 70.49. IShares 1 has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares 1 3 Year are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
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 fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index. More on iShares 1 3 Year
Moving together with IShares Etf
| 0.98 | IGOV | iShares International | PairCorr |
| 0.98 | BWX | SPDR Bloomberg Inter | PairCorr |
| 0.98 | WIP | SPDR FTSE International | PairCorr |
| 0.68 | JPIB | JPMorgan International | PairCorr |
| 0.99 | BWZ | SPDR Bloomberg Short | PairCorr |
| 0.99 | PICB | Invesco International | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Sovereign ETFs, Broad Sovereign ETFs, Global Bond, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2009-01-21 |
| Benchmark | FTSE World Government Bond Index-Dev Markets 1-3 Years Capped Select Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 66.47 Million |
| Average Trading Valume | 1,492.4 |
| Asset Type | Fixed Income |
| Category | Sovereign |
| Focus | Broad Sovereign |
| Market Concentration | Developed Markets |
| Region | Developed Markets |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | John Hutson, James Mauro |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 153 |
| Market Maker | Virtu Financial |
| Total Expense | 0.35 |
| Management Fee | 0.35 |
| Country Name | USA |
| Returns Y T D | (2.79) |
| Name | iShares 1-3 Year International Treasury Bond ETF |
| Currency Code | USD |
| Open Figi | BBG000H0YZK3 |
| In Threey Volatility | 8.58 |
| 1y Volatility | 7.98 |
| 200 Day M A | 70.9166 |
| 50 Day M A | 71.9756 |
| Code | ISHG |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
iShares 1 3 Year [ISHG] is traded in USA and was established 2009-01-21. The fund is listed under Global Bond category and is part of iShares family. The entity is thematically classified as Sovereign ETFs. iShares 1 3 currently have 54.69 M in assets under management (AUM). , while the total return for the last 3 years was -3.3%.
Check IShares 1 Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares 1 3 Year Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares 1 3 Currency Exposure
iShares 1 3 Year 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 1 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 1 3 Year.
Top iShares 1 3 Year Etf Constituents
| Norway (Kingdom Of) 2% | 1.6% |
| Australia (Commonwealth of) | 1.61% |
| Sweden (Kingdom Of) 1.5% | 1.95% |
| Australia (Commonwealth of) 2.25% | 1.59% |
| Japan (Government Of) 0.1% | 2.0499999% |
| Belgium (Kingdom Of) | 1.85% |
| France (Republic Of) 4.25% | 1.77% |
| Denmark (Kingdom Of) 0.25% | 2.07% |
| Ireland (Republic Of) | 1.7% |
| Ireland (Republic Of) 3.4% | 1.77% |
iShares 1 3 Risk Profiles
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 1. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.15) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.14) | |||
| Treynor Ratio | 0.7355 |
IShares 1 Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares 1 3 Year. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
The market value of iShares 1 3 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 1's value that differs from its market value or its book value, called intrinsic value, which is IShares 1'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 1's market value can be influenced by many factors that don't directly affect IShares 1'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 1's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares 1 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares 1'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.