Ishares Esg Advanced Etf Performance

USXF Etf  USD 45.93  1.37  2.90%   
The etf retains a Market Volatility (i.e., Beta) of 0.46, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares ESG's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares ESG is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in iShares ESG Advanced are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, IShares ESG may actually be approaching a critical reversion point that can send shares even higher in August 2024. ...more
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In Threey Sharp Ratio0.42

IShares ESG Relative Risk vs. Return Landscape

If you would invest  4,260  in iShares ESG Advanced on April 25, 2024 and sell it today you would earn a total of  470.00  from holding iShares ESG Advanced or generate 11.03% return on investment over 90 days. iShares ESG Advanced is currently generating 0.1725% in daily expected returns and assumes 0.8548% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than IShares, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
Given the investment horizon of 90 days IShares ESG is expected to generate 1.3 times more return on investment than the market. However, the company is 1.3 times more volatile than its market benchmark. It trades about 0.2 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 per unit of risk.

IShares ESG Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares ESG's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares ESG Advanced, and traders can use it to determine the average amount a IShares ESG'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 = 0.2018

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Estimated Market Risk

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93% of assets are more volatile

Expected Return

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97% of assets have higher returns

Risk-Adjusted Return

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85% of assets perform better
Based on monthly moving average IShares ESG is performing at about 15% 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 ESG by adding it to a well-diversified portfolio.

IShares ESG Fundamentals Growth

IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares ESG, and IShares ESG 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.
Total Asset600.15 M

About IShares ESG Performance

By analyzing IShares ESG's fundamental ratios, stakeholders can gain valuable insights into IShares ESG's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares ESG has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares ESG has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance ratings while applying extensive screens, including removing fossil fuel exposure. Ishares ESG is traded on NASDAQ Exchange in the United States.
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The fund keeps 99.79% of its net assets in stocks

Additional Information and Resources on Investing in IShares Etf

When determining whether iShares ESG Advanced is a strong investment it is important to analyze IShares ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares ESG's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares ESG Advanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest.
You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of iShares ESG Advanced 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 ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG'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 ESG's market value can be influenced by many factors that don't directly affect IShares ESG'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 ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG'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.