Ishares Esg Advanced Etf Performance
| DMXF Etf | USD 79.71 0.17 0.21% |
The etf retains a Market Volatility (i.e., Beta) of 0.84, 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
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares ESG Advanced are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, IShares ESG may actually be approaching a critical reversion point that can send shares even higher in March 2026. ...more
1 | Liquidity Mapping Around Price Events - news.stocktradersdaily.com | 11/05/2025 |
2 | How Movements Inform Risk Allocation Models - Stock Traders Daily | 12/30/2025 |
3 | Values Added Financial LLC Increases Stock Holdings in iShares ESG Advanced MSCI EAFE ETF DMXF | 01/26/2026 |
IShares ESG Relative Risk vs. Return Landscape
If you would invest 7,443 in iShares ESG Advanced on November 1, 2025 and sell it today you would earn a total of 528.00 from holding iShares ESG Advanced or generate 7.09% return on investment over 90 days. iShares ESG Advanced is currently generating 0.1176% in daily expected returns and assumes 0.824% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than IShares, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
3 y Volatility 13.52 | 200 Day MA 74.5957 | 1 y Volatility 9.58 | 50 Day MA 76.5064 | Inception Date 2020-06-16 |
IShares ESG Target Price Odds to finish over Current Price
The tendency of IShares Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 79.71 | 90 days | 79.71 | about 1.72 |
Based on a normal probability distribution, the odds of IShares ESG to move above the current price in 90 days from now is about 1.72 (This iShares ESG Advanced probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days IShares ESG has a beta of 0.84 suggesting as returns on the market go up, IShares ESG average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares ESG Advanced will be expected to be much smaller as well. Additionally IShares ESG Advanced has an alpha of 0.0397, implying that it can generate a 0.0397 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). IShares ESG Price Density |
| Price |
Predictive Modules for IShares ESG
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as iShares ESG Advanced. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of IShares ESG's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
IShares ESG Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. IShares ESG is not an exception. The market had few large corrections towards the IShares ESG's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold iShares ESG Advanced, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of IShares ESG within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.84 | |
σ | Overall volatility | 2.08 | |
Ir | Information ratio | 0.04 |
IShares ESG Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of IShares ESG for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for iShares ESG Advanced can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Technical Reactions to HEZU Trends in Macro Strategies - Stock Traders Daily | |
| The fund retains 99.18% of its assets under management (AUM) in equities |
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 Asset | 328.09 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 index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization developed market companies, excluding the U.S. and Canada, with favorable ESG ratings while applying extensive screens, including removing fossil fuel exposure. Ishares ESG is traded on NASDAQ Exchange in the United States.| Latest headline from news.google.com: Technical Reactions to HEZU Trends in Macro Strategies - Stock Traders Daily | |
| The fund retains 99.18% of its assets under management (AUM) in equities |
Check out Investing Opportunities 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 american community survey. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. 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.
It's important to distinguish between IShares ESG's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding IShares ESG should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Meanwhile, IShares ESG's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.