Ishares Morningstar Mid Cap Etf Performance
| IMCB Etf | USD 82.03 0.13 0.16% |
The etf retains a Market Volatility (i.e., Beta) of 0.89, which attests to possible diversification benefits within a given portfolio. IShares Morningstar returns are very sensitive to returns on the market. As the market goes up or down, IShares Morningstar is expected to follow.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Morningstar Mid Cap are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak fundamental indicators, IShares Morningstar may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
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IShares |
IShares Morningstar Relative Risk vs. Return Landscape
If you would invest 7,310 in iShares Morningstar Mid Cap on September 2, 2024 and sell it today you would earn a total of 893.00 from holding iShares Morningstar Mid Cap or generate 12.22% return on investment over 90 days. iShares Morningstar Mid Cap is currently generating 0.1827% in daily expected returns and assumes 0.7116% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than IShares, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Morningstar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Morningstar's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Morningstar Mid Cap, and traders can use it to determine the average amount a IShares Morningstar'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 = 0.2568
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Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average IShares Morningstar is performing at about 20% 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 Morningstar by adding it to a well-diversified portfolio.
IShares Morningstar Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Morningstar, and IShares Morningstar 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.
| Return On Asset | 1.0E-4 | |||
| Profit Margin | 0 % | |||
| Operating Margin | 0 % | |||
| Current Valuation | 91.11 M | |||
| Shares Outstanding | 6.44 M | |||
| Price To Earning | 2.70 X | |||
| Price To Book | 1.31 X | |||
| Price To Sales | 3.35 X | |||
| Revenue | 39.74 M | |||
| Cash And Equivalents | 65.13 M | |||
| Cash Per Share | 3.43 X | |||
| Total Debt | 130.92 M | |||
| Debt To Equity | 8.99 % | |||
| Cash Flow From Operations | 21.18 M | |||
| Earnings Per Share | 1.49 X | |||
| Total Asset | 676.21 M | |||
| Retained Earnings | 10.64 M | |||
About IShares Morningstar Performance
By analyzing IShares Morningstar's fundamental ratios, stakeholders can gain valuable insights into IShares Morningstar's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Morningstar 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 Morningstar has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. Mstar Mid-Cap is traded on NYSEARCA Exchange in the United States.| About 20.0% of the company shares are held by company insiders | |
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| The fund retains 99.96% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Morningstar Mid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of iShares Morningstar Mid 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 Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar'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 Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar'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 Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar'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.