Ishares Jp Morgan Etf Performance
| CEMB Etf | USD 45.27 0.14 0.31% |
The etf retains a Market Volatility (i.e., Beta) of 0.0188, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares JP's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares JP is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares JP Morgan are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong primary indicators, IShares JP is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Objective longshort Report - Stock Traders Daily | 09/12/2024 |
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IShares JP Relative Risk vs. Return Landscape
If you would invest 4,494 in iShares JP Morgan on September 2, 2024 and sell it today you would earn a total of 33.00 from holding iShares JP Morgan or generate 0.73% return on investment over 90 days. iShares JP Morgan is currently generating 0.0116% in daily expected returns and assumes 0.1979% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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IShares JP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares JP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares JP Morgan, and traders can use it to determine the average amount a IShares JP'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 = 0.0587
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Estimated Market Risk
| 0.2 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average IShares JP is performing at about 4% 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 JP by adding it to a well-diversified portfolio.
IShares JP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares JP, and IShares JP 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 | 289.26 M | |||
About IShares JP Performance
By analyzing IShares JP's fundamental ratios, stakeholders can gain valuable insights into IShares JP's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares JP has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares JP has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index, and the fund 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. Emrg Mkts is traded on BATS Exchange in the United States.| The fund holds about 94.2% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares JP Morgan. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of iShares JP Morgan 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 JP's value that differs from its market value or its book value, called intrinsic value, which is IShares JP'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 JP's market value can be influenced by many factors that don't directly affect IShares JP'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 JP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares JP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares JP'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.