Ishares Utilities Etf Performance
| IDU Etf | USD 99.46 0.69 0.69% |
The etf retains a Market Volatility (i.e., Beta) of 0.39, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Utilities' returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Utilities is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Utilities ETF are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable fundamental indicators, IShares Utilities is not utilizing all of its potentials. The new stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Should You Invest in the iShares U.S. Utilities ETF - MSN | 11/05/2024 |
2 | IDU Utilities Dashboard For December - Seeking Alpha | 12/16/2024 |
3 | Taking Stock Of The Utilities Sector - Seeking Alpha | 01/06/2025 |
| In Threey Sharp Ratio | 0.15 |
IShares |
IShares Utilities Relative Risk vs. Return Landscape
If you would invest 9,744 in iShares Utilities ETF on November 3, 2024 and sell it today you would earn a total of 202.00 from holding iShares Utilities ETF or generate 2.07% return on investment over 90 days. iShares Utilities ETF is generating 0.0395% of daily returns assuming volatility of 1.0375% on return distribution over 90 days investment horizon. In other words, 9% 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 Utilities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Utilities' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Utilities ETF, and traders can use it to determine the average amount a IShares Utilities' 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 = 0.0381
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| Negative Returns | IDU |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average IShares Utilities is performing at about 3% 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 Utilities by adding it to a well-diversified portfolio.
IShares Utilities Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Utilities, and IShares Utilities 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 | 5.98 X | |||
| Price To Book | 1.67 X | |||
| Price To Sales | 1.68 X | |||
| Earnings Per Share | 20.39 X | |||
| Total Asset | 947.81 M | |||
About IShares Utilities Performance
Assessing IShares Utilities' fundamental ratios provides investors with valuable insights into IShares Utilities' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares Utilities 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.
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. US Utilities is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Taking Stock Of The Utilities Sector - Seeking Alpha | |
| The fund retains 99.79% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Utilities ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
The market value of iShares Utilities ETF 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 Utilities' value that differs from its market value or its book value, called intrinsic value, which is IShares Utilities' 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 Utilities' market value can be influenced by many factors that don't directly affect IShares Utilities' 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 Utilities' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Utilities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Utilities' 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.