Ishares Small Cap Etf Five Year Return
| XSU Etf | CAD 47.02 0.15 0.32% |
iShares Small Cap fundamentals help investors to digest information that contributes to IShares Small's financial success or failures. It also enables traders to predict the movement of IShares Etf. The fundamental analysis module provides a way to measure IShares Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to IShares Small etf.
IShares |
iShares Small Cap ETF Five Year Return Analysis
IShares Small's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current IShares Small Five Year Return | 7.90 % |
Most of IShares Small's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, iShares Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, iShares Small Cap has a Five Year Return of 7.9%. This is 19.88% higher than that of the iShares family and significantly higher than that of the US Small/Mid Cap Equity category. The five year return for all Canada etfs is notably lower than that of the firm.
IShares Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares Small's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IShares Small could also be used in its relative valuation, which is a method of valuing IShares Small by comparing valuation metrics of similar companies.IShares Small is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for IShares Small
The fund consists of 97.06% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides IShares Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
IShares Fundamentals
| Price To Earning | 21.75 X | |||
| Price To Book | 1.91 X | |||
| Price To Sales | 1.15 X | |||
| Beta | 1.36 | |||
| Total Asset | 250.57 M | |||
| One Year Return | 34.60 % | |||
| Three Year Return | 3.30 % | |||
| Five Year Return | 7.90 % | |||
| Ten Year Return | 7.40 % | |||
| Net Asset | 250.57 M | |||
| Last Dividend Paid | 0.22 | |||
| Holdings Turnover | 67.67 % | |||
| Equity Positions Weight | 97.06 % |
About IShares Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with IShares Small
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares Small will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 0.97 | XMC | iShares SP Mid | PairCorr |
| 0.99 | XMH | iShares SP Mid | PairCorr |
| 0.94 | UMI | CI MidCap Dividend | PairCorr |
| 0.97 | MUMC | Manulife Multifactor Mid | PairCorr |
The ability to find closely correlated positions to IShares Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares Small Cap to buy it.
The correlation of IShares Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.