IShares Dow Five Year Return vs. One Year Return
| IGSU Etf | 75.81 0.18 0.24% |
For IShares Dow profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares Dow to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares Dow Jones utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares Dow's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares Dow Jones over time as well as its relative position and ranking within its peers.
IShares |
iShares Dow Jones One Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares Dow's current stock value. Our valuation model uses many indicators to compare IShares Dow value to that of its competitors to determine the firm's financial worth. iShares Dow Jones is considered the top ETF in five year return as compared to similar ETFs. It also is considered the top ETF in one year return as compared to similar ETFs reporting about 1.47 of One Year Return per Five Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IShares Dow's earnings, one of the primary drivers of an investment's value.IShares One Year Return vs. Five Year Return
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.
IShares Dow |
| = | 11.90 % |
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.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
IShares Dow |
| = | 17.50 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
IShares One Year Return Comparison
IShares Dow is currently under evaluation in one year return as compared to similar ETFs.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares Dow. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of IShares Dow position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the IShares Dow's important profitability drivers and their relationship over time.
Use IShares Dow in pair-trading
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 Dow 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 Dow will appreciate offsetting losses from the drop in the long position's value.IShares Dow Pair Trading
iShares Dow Jones Pair Trading Analysis
The ability to find closely correlated positions to IShares Dow 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 Dow 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 Dow - 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 Dow Jones to buy it.
The correlation of IShares Dow 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 Dow moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Dow Jones 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 Dow 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.Use Investing Themes to Complement your IShares Dow position
In addition to having IShares Dow in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Management Thematic Idea Now
Management
Companies providing management services to businesses. The Management theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Management Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
To fully project IShares Dow's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares Dow Jones at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include IShares Dow's income statement, its balance sheet, and the statement of cash flows.