Ishares Energy Storage Etf Performance
| IBAT Etf | 23.62 0.23 0.98% |
The etf retains a Market Volatility (i.e., Beta) of 0.38, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Energy is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days iShares Energy Storage has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, IShares Energy is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Crypto Price Predictions - Cryptonews | 09/12/2024 |
2 | Independent Bankers Association of Texas and Community Capital Launch the IBAT Loan Marketplace, Streamlining Portfolio Management for Texas Banks | 10/03/2024 |
3 | iShares Energy Storage Materials ETF Trading Up 0.1 percent Time to Buy | 11/22/2024 |
IShares |
IShares Energy Relative Risk vs. Return Landscape
If you would invest 2,440 in iShares Energy Storage on August 27, 2024 and sell it today you would lose (78.00) from holding iShares Energy Storage or give up 3.2% of portfolio value over 90 days. iShares Energy Storage is currently does not generate positive expected returns and assumes 1.3849% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Energy's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Energy Storage, and traders can use it to determine the average amount a IShares Energy'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 = -0.0298
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IBAT |
Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Energy is not performing at its full potential. However, 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 Energy by adding IShares Energy to a well-diversified portfolio.
About IShares Energy Performance
Assessing IShares Energy's fundamental ratios provides investors with valuable insights into IShares Energy's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Energy is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
IShares Energy is entity of United States. It is traded as Etf on NASDAQ exchange.| IShares Energy generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: iShares Energy Storage Materials ETF Trading Up 0.1 percent Time to Buy |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Energy Storage. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of iShares Energy Storage 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 Energy's value that differs from its market value or its book value, called intrinsic value, which is IShares Energy'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 Energy's market value can be influenced by many factors that don't directly affect IShares Energy'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 Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Energy'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.