IShares BRIC (Netherlands) Performance
| BRIC Etf | EUR 19.44 0.03 0.15% |
The etf retains a Market Volatility (i.e., Beta) of 0.0116, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares BRIC's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares BRIC is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares BRIC 50 are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, IShares BRIC may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
| Fifty Two Week Low | 23.45 | |
| Fifty Two Week High | 28.64 |
IShares |
IShares BRIC Relative Risk vs. Return Landscape
If you would invest 1,755 in iShares BRIC 50 on September 23, 2024 and sell it today you would earn a total of 189.00 from holding iShares BRIC 50 or generate 10.77% return on investment over 90 days. iShares BRIC 50 is generating 0.1812% of daily returns and assumes 2.3068% volatility on return distribution over the 90 days horizon. Simply put, 20% of etfs are less volatile than IShares, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares BRIC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares BRIC's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares BRIC 50, and traders can use it to determine the average amount a IShares BRIC'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 = 0.0785
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.31 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average IShares BRIC is performing at about 6% 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 BRIC by adding it to a well-diversified portfolio.
IShares BRIC Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares BRIC, and IShares BRIC 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 | 276.74 M | |||
About IShares BRIC Performance
Assessing IShares BRIC's fundamental ratios provides investors with valuable insights into IShares BRIC's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares BRIC is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is an exchange traded fund that aims to track the performance of the FTSE BRIC 50 as closely as possible. ISHARES BRIC is traded on Amsterdam Stock Exchange in Netherlands.| The fund holds 98.65% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares BRIC financial ratios help investors to determine whether IShares Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IShares with respect to the benefits of owning IShares BRIC security.