Ishares Dow Jones Etf Performance
| IYY Etf | USD 129.73 0.18 0.14% |
The etf retains a Market Volatility (i.e., Beta) of 0.94, which attests to possible diversification benefits within a given portfolio. IShares Dow returns are very sensitive to returns on the market. As the market goes up or down, IShares Dow is expected to follow.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Dow Jones are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, IShares Dow is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Anchor Investment Management LLC Invests 30000 in iShares Dow Jones U.S. ETF - Defense World | 03/20/2024 |
2 | On The My Stocks Page - Stock Traders Daily | 04/02/2024 |
3 | Raymond James Associates Has 4.18 Million Stock Holdings in iShares Dow Jones U.S. ETF - Defense World | 04/12/2024 |
4 | Investment Analysis and Advice - News Stock Traders Daily | 04/22/2024 |
5 | Truist Financial Corp Sells 349 Shares of iShares Dow Jones U.S. ETF - Defense World | 05/10/2024 |
6 | Can Dow Jones ETFs Soar Even Higher After Hitting 40K Mark - Yahoo Canada Finance | 05/21/2024 |
7 | iShares Dow Jones U.S. ETF Stake Raised by Wells Fargo Company MN - Defense World | 06/03/2024 |
| In Threey Sharp Ratio | 0.35 |
IShares |
IShares Dow Relative Risk vs. Return Landscape
If you would invest 12,473 in iShares Dow Jones on March 10, 2024 and sell it today you would earn a total of 500.00 from holding iShares Dow Jones or generate 4.01% return on investment over 90 days. iShares Dow Jones is generating 0.0648% of daily returns assuming volatility of 0.6935% on return distribution over 90 days investment horizon. In other words, 6% of etfs are less volatile than IShares, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Dow Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Dow's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Dow Jones, and traders can use it to determine the average amount a IShares Dow'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 = 0.0934
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average IShares Dow is performing at about 7% of its full potential. 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 Dow by adding it to a well-diversified portfolio.
IShares Dow Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Dow, and IShares Dow 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 | 2.75 X | |||
| Price To Book | 2.62 X | |||
| Price To Sales | 1.81 X | |||
| Earnings Per Share | 3.02 X | |||
| Total Asset | 1.36 B | |||
About IShares Dow Performance
To evaluate iShares Dow Jones Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when IShares Dow generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare IShares Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand iShares Dow Jones market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents IShares's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. DJ US is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: iShares Dow Jones U.S. ETF Stake Raised by Wells Fargo Company MN - Defense World | |
| The fund retains 99.79% of its assets under management (AUM) in equities |
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares Dow Jones offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Dow'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 Dow Jones Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Dow Jones Etf:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Dow Jones. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
The market value of iShares Dow Jones 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 Dow's value that differs from its market value or its book value, called intrinsic value, which is IShares Dow'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 Dow's market value can be influenced by many factors that don't directly affect IShares Dow'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 Dow's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Dow is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Dow'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.