EAFE Small-Cap Etf Buy Hold or Sell Recommendation

SCZ
 Etf
  

USD 54.81  0.53  0.96%   

Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding EAFE Small-Cap Ishares is 'Hold'. Macroaxis provides EAFE Small-Cap buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SCZ positions. The advice algorithm takes into account all of EAFE Small-Cap's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from EAFE Small-Cap's buy-and-hold perspective. Additionally, take a look at EAFE Small-Cap Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as EAFE Small-Cap and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards EAFE Small-Cap Ishares.

Execute EAFE Small-Cap Buy or Sell Advice

The EAFE Small-Cap recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on EAFE Small-Cap Ishares. Macroaxis does not own or have any residual interests in EAFE Small-Cap Ishares or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute EAFE Small-Cap's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell EAFE Small-CapBuy EAFE Small-Cap
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Close to AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon EAFE Small-Cap Ishares has a Risk Adjusted Performance of (0.26), Jensen Alpha of (0.12), Total Risk Alpha of (0.09) and Treynor Ratio of (0.31)
Our advice module provides unbiased investment recommendation that can be used to complement current average analyst sentiment on EAFE Small-Cap Ishares. Our advice engine provides an advice for the entity potential to grow from the perspective of an investor's risk tolerance and investing horizon. Please use EAFE Small-Cap total asset and last dividend paid to make buy, hold, or sell decision on EAFE Small-Cap Ishares.

EAFE Small-Cap Trading Alerts and Improvement Suggestions

EAFE Small-Cap generated a negative expected return over the last 90 days
EAFE Small-Cap has high likelihood to experience some financial distress in the next 2 years
The fund maintains 98.38% of its assets in stocks

EAFE Small-Cap Returns Distribution Density

The distribution of EAFE Small-Cap's historical returns is an attempt to chart the future uncertainty of EAFE Small-Cap's future price movements. The chart of the probability distribution of EAFE Small-Cap stock daily returns describes the distribution of returns around its average expected value. We use EAFE Small-Cap Ishares price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of EAFE Small-Cap returns is essential to provide solid investment advice for EAFE Small-Cap stock.
Mean Return-0.26Value At Risk-2.61
Potential Upside2.13Standard Deviation1.43
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of EAFE Small-Cap historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

EAFE Small-Cap Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to EAFE Small-Cap or iShares sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that EAFE Small-Cap stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a EAFE Small-Cap stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.12
β
Beta against DOW0.86
σ
Overall volatility
1.43
Ir
Information ratio -0.06

EAFE Small-Cap Volatility Alert

EAFE Small-Cap Ishares exhibits very low volatility with skewness of -0.14 and kurtosis of -0.02. However, we advise investors to further study EAFE Small-Cap Ishares technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure EAFE Small-Cap's etf risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact EAFE Small-Cap's etf price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

EAFE Small-Cap Implied Volatility

EAFE Small-Cap's implied volatility exposes the market's sentiment of EAFE Small-Cap Ishares stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if EAFE Small-Cap's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that EAFE Small-Cap stock will not fluctuate a lot when EAFE Small-Cap's options are near their expiration.

EAFE Small-Cap Fundamentals Vs Peers

Comparing EAFE Small-Cap's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze EAFE Small-Cap's direct or indirect competition across all of the common fundamentals between EAFE Small-Cap and the related equities. This way, we can detect undervalued stocks with similar characteristics as EAFE Small-Cap or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of EAFE Small-Cap's fundamental indicators could also be used in its relative valuation, which is a method of valuing EAFE Small-Cap by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare EAFE Small-Cap to competition
FundamentalsEAFE Small-CapPeer Average
Price to Earning14.99 X3.15 X
Price to Book1.35 X0.39 X
Price to Sales0.76 X0.33 X
One Year Return(20.13) %(0.97) %
Three Year Return3.08 %3.23 %
Five Year Return2.89 %1.12 %
Ten Year Return7.24 %1.20 %
Net Asset12 B2.29 B
Last Dividend Paid0.550.14
Equity Positions Weight98.38 %52.82 %

About EAFE Small-Cap Buy or Sell Advice

When is the right time to buy or sell EAFE Small-Cap Ishares? Buying financial instruments such as EAFE Small-Cap Etf isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although EAFE Small-Cap investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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In addition to having EAFE Small-Cap 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.

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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 Tech Funds Theme or any other thematic opportunities.
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Additionally, take a look at EAFE Small-Cap Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the EAFE Small-Cap Ishares information on this page should be used as a complementary analysis to other EAFE Small-Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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The market value of EAFE Small-Cap Ishares is measured differently than its book value, which is the value of EAFE Small-Cap that is recorded on the company's balance sheet. Investors also form their own opinion of EAFE Small-Cap's value that differs from its market value or its book value, called intrinsic value, which is EAFE Small-Cap'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 EAFE Small-Cap's market value can be influenced by many factors that don't directly affect EAFE Small-Cap'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 EAFE Small-Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine EAFE Small-Cap value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EAFE Small-Cap'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.