IShares Factors Beta vs. One Year Return
| STLGDelisted Etf | USD 57.34 0.18 0.31% |
For IShares Factors profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares Factors to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares Factors Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares Factors's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares Factors Growth over time as well as its relative position and ranking within its peers.
IShares |
iShares Factors Growth One Year Return vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares Factors's current stock value. Our valuation model uses many indicators to compare IShares Factors value to that of its competitors to determine the firm's financial worth. iShares Factors Growth is presently regarded as number one ETF in beta as compared to similar ETFs. It also is presently regarded as number one ETF in one year return as compared to similar ETFs reporting about 27.98 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value IShares Factors by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.IShares One Year Return vs. Beta
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
IShares Factors |
| = | 1.14 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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 Factors |
| = | 31.90 % |
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 Factors is currently under evaluation in one year return as compared to similar ETFs.
Beta Analysis
IShares Factors returns are very sensitive to returns on the market. As the market goes up or down, IShares Factors is expected to follow.
IShares Factors Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares Factors, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares Factors will eventually generate negative long term returns. The profitability progress is the general direction of IShares Factors' change in net profit over the period of time. It can combine multiple indicators of IShares Factors, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The underlying index is designed to select equity securities from the Russell 1000 Growth Index, which in turn is a subset of the Russell 1000 Index. Ishares Factors is traded on BATS Exchange in the United States.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares Factors. 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 Factors 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 Factors' important profitability drivers and their relationship over time.
| Beta vs Three Year Return | ||
| Net Asset vs One Year Return | ||
| Beta vs Last Dividend Paid | ||
| Equity Positions Weight vs One Year Return |
Use IShares Factors 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 Factors 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 Factors will appreciate offsetting losses from the drop in the long position's value.IShares Factors Pair Trading
iShares Factors Growth Pair Trading Analysis
The ability to find closely correlated positions to IShares Factors 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 Factors 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 Factors - 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 Factors Growth to buy it.
The correlation of IShares Factors 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 Factors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Factors Growth 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 Factors 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 Factors position
In addition to having IShares Factors 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 Government Funds Thematic Idea Now
Government Funds
Funds or Etfs that invest in fixed income securities issued by national government to finance government spending or to facilitate Federal Reserve monetary policies. The Government Funds theme has 48 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 Government Funds Theme or any other thematic opportunities.
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Other Consideration for investing in IShares Etf
If you are still planning to invest in iShares Factors Growth check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the IShares Factors' history and understand the potential risks before investing.
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