IShares STOXX (Germany) Performance
| EXV1 Etf | EUR 20.52 0.06 0.29% |
The etf retains a Market Volatility (i.e., Beta) of -0.18, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares STOXX are expected to decrease at a much lower rate. During the bear market, IShares STOXX is likely to outperform the market.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in iShares STOXX Europe are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable basic indicators, IShares STOXX is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Fifty Two Week Low | 7.79 | |
| Fifty Two Week High | 14.76 |
IShares |
IShares STOXX Relative Risk vs. Return Landscape
If you would invest 2,017 in iShares STOXX Europe on September 26, 2024 and sell it today you would earn a total of 35.00 from holding iShares STOXX Europe or generate 1.74% return on investment over 90 days. iShares STOXX Europe is generating 0.031% of daily returns assuming 0.914% volatility of returns over the 90 days investment horizon. Simply put, 8% of all etfs have less volatile historical return distribution than IShares STOXX, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IShares STOXX Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares STOXX's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares STOXX Europe, and traders can use it to determine the average amount a IShares STOXX'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 = 0.0339
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EXV1 |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average IShares STOXX is performing at about 2% 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 STOXX by adding it to a well-diversified portfolio.
IShares STOXX Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares STOXX, and IShares STOXX 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 | 253.79 M | |||
About IShares STOXX Performance
By analyzing IShares STOXX's fundamental ratios, stakeholders can gain valuable insights into IShares STOXX's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares STOXX 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 STOXX has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The investment seeks to replicate, net of expenses, the STOXX Europe 600 Banks TR index as closely as possible. IS S is traded on Frankfurt Stock Exchange in Germany.| This fund generated-6.0 ten year return of -6.0% | |
| IShares STOXX retains 99.15% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares STOXX 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 STOXX security.