Ishares Oil Gas Etf Profile
| IEO Etf | USD 107.48 0.87 0.82% |
Performance23 of 100
| Odds Of DistressLess than 9
|
IShares Oil is selling at 107.48 as of the 23rd of April 2024; that is 0.82 percent increase since the beginning of the trading day. The etf's open price was 106.61. IShares Oil has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for iShares Oil Gas are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in the component securities of the index and in investments that are substantially identical to the component securities of the index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index, but which BFA believes will help the fund track the index. More on iShares Oil Gas
Moving together with IShares Etf
| 0.99 | XLE | Energy Select Sector | PairCorr |
| 1.0 | VDE | Vanguard Energy Index | PairCorr |
| 0.99 | XOP | SPDR SP Oil | PairCorr |
| 0.96 | OIH | VanEck Oil Services | PairCorr |
| 1.0 | IYE | iShares Energy ETF | PairCorr |
| 1.0 | IXC | iShares Global Energy | PairCorr |
| 0.99 | FXN | First Trust Energy | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Oil's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Oil or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | George Parker |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Sector ETFs, Energy ETFs, Equity Energy, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2006-05-01 |
| Benchmark | Dow Jones U.S. Select Oil Exploration & Production Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 884.68 Million |
| Average Trading Valume | 225,763.4 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Energy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citibank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | Citibank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 50.0 |
| Market Maker | Latour Trading |
| Total Expense | 0.39 |
| Management Fee | 0.39 |
| Country Name | USA |
| Returns Y T D | 15.05 |
| Name | iShares U.S. Oil Gas Exploration Production ETF |
| Currency Code | USD |
| Open Figi | BBG000P8H1P6 |
| In Threey Volatility | 30.55 |
| 1y Volatility | 20.61 |
| 200 Day M A | 96.186 |
| 50 Day M A | 101.55 |
| Code | IEO |
| Updated At | 22nd of April 2024 |
| Currency Name | US Dollar |
iShares Oil Gas [IEO] is traded in USA and was established 2006-05-01. The fund is classified under Equity Energy category within iShares family. The entity is thematically classified as Sector ETFs. iShares Oil Gas currently have 874.15 M in assets under management (AUM). , while the total return for the last 3 years was 35.1%.
Check IShares Oil Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Oil Gas Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Oil Gas Etf Constituents
| APA | APA Corporation | Stock | Energy |
| VLO | Valero Energy | Stock | Energy |
| PXD | Pioneer Natural Resources | Stock | Energy |
| PSX | Phillips 66 | Stock | Energy |
| MPC | Marathon Petroleum Corp | Stock | Energy |
| LNG | Cheniere Energy | Stock | Energy |
| HES | Hess Corporation | Stock | Energy |
IShares Oil Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of IShares Oil jumping above the current price in 90 days from now is about 12.13%. The iShares Oil Gas probability density function shows the probability of IShares Oil etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon IShares Oil has a beta of 0.7006. This usually indicates as returns on the market go up, IShares Oil average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares Oil Gas will be expected to be much smaller as well. Additionally, iShares Oil Gas has an alpha of 0.2418, implying that it can generate a 0.24 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of IShares Oil to move above the current price in 90 days from now is about 12.13 (This iShares Oil Gas probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
iShares Oil Gas Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Oil market risk premium is the additional return an investor will receive from holding IShares Oil long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Oil. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Oil's alpha and beta are two of the key measurements used to evaluate IShares Oil's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8096 | |||
| Semi Deviation | 0.5199 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.02 |
iShares Oil Gas Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. iShares Oil Gas Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe IShares Oil price patterns.
IShares Oil Against Markets
Picking the right benchmark for IShares Oil etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Oil etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Oil is critical whether you are bullish or bearish towards iShares Oil Gas at a given time. Please also check how IShares Oil's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares Oil without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy IShares Etf?
Before investing in IShares Oil, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Oil. To buy IShares Oil etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Oil. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Oil etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares Oil Gas etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares Oil Gas etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Oil Gas, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Oil guide.
Already Invested in iShares Oil Gas?
The danger of trading iShares Oil Gas is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Oil is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Oil. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Oil Gas is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Oil Gas offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Oil's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Oil Gas Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Oil Gas Etf: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Oil Gas. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the iShares Oil Gas information on this page should be used as a complementary analysis to other IShares Oil'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 the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
The market value of iShares Oil Gas 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 Oil's value that differs from its market value or its book value, called intrinsic value, which is IShares Oil'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 Oil's market value can be influenced by many factors that don't directly affect IShares Oil'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 Oil's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Oil is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Oil'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.