IShares UK (Switzerland) Performance
| IUKP Etf | CHF 4.67 0.03 0.64% |
The etf retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares UK's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares UK is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares UK Property has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of abnormal performance in the last few months, the Etf's basic indicators remain fairly stable which may send shares a bit higher in January 2025. The latest fuss may also be a sign of long-term up-swing for the fund sophisticated investors. ...more
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IShares UK Relative Risk vs. Return Landscape
If you would invest 538.00 in iShares UK Property on September 13, 2024 and sell it today you would lose (71.00) from holding iShares UK Property or give up 13.2% of portfolio value over 90 days. iShares UK Property is generating negative expected returns and assumes 0.9865% volatility on return distribution over the 90 days horizon. Simply put, 8% of etfs are less volatile than IShares, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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IShares UK Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares UK's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares UK Property, and traders can use it to determine the average amount a IShares UK'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 = -0.219
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| Negative Returns | IUKP |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.22 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares UK is not performing at its full potential. However, 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 UK by adding IShares UK to a well-diversified portfolio.
IShares UK Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares UK, and IShares UK 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.
| Price To Earning | 22.00 X | |||
| Price To Book | 0.71 X | |||
| Price To Sales | 11.16 X | |||
| Total Asset | 567.73 M | |||
About IShares UK Performance
Evaluating IShares UK's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares UK 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 UK has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 EPRANAREIT UK Index as closely as possible. ISh UK is traded on Switzerland Exchange in Switzerland.| iShares UK Property generated a negative expected return over the last 90 days | |
| The fund retains 82.58% of its assets under management (AUM) in equities |
Other Information on Investing in IShares Etf
IShares UK 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 UK security.