Ishares Global Energy Etf Performance
| IXC Etf | USD 41.97 0.02 0.05% |
The etf retains a Market Volatility (i.e., Beta) of 0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Global is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Global Energy has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, IShares Global is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | iShares Global Energy ETF Shares Acquired by Sierra Summit Advisors LLC | 09/16/2024 |
2 | Watershed Private Wealth LLC Has 518,000 Holdings in iShares Global Energy ETF | 10/15/2024 |
3 | iShares Global Energy ETF Shares Bought by Claro Advisors LLC | 11/20/2024 |
| In Threey Sharp Ratio | 0.59 |
IShares |
IShares Global Relative Risk vs. Return Landscape
If you would invest 4,195 in iShares Global Energy on August 30, 2024 and sell it today you would earn a total of 2.00 from holding iShares Global Energy or generate 0.05% return on investment over 90 days. iShares Global Energy is generating 0.0068% of daily returns assuming volatility of 1.1088% 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 Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Global's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Global Energy, and traders can use it to determine the average amount a IShares Global'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 = 0.0062
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| Negative Returns | IXC |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Global 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 Global by adding IShares Global to a well-diversified portfolio.
IShares Global Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Global, and IShares Global 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 | 6.62 X | |||
| Price To Book | 1.49 X | |||
| Price To Sales | 1.09 X | |||
| Earnings Per Share | 5.53 X | |||
| Total Asset | 1.87 B | |||
About IShares Global Performance
By analyzing IShares Global's fundamental ratios, stakeholders can gain valuable insights into IShares Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Global 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 Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund generally invests 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 and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Global Energy is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: iShares Global Energy ETF Shares Bought by Claro Advisors LLC | |
| The fund retains 99.44% 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 Global Energy. 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of iShares Global Energy 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 Global's value that differs from its market value or its book value, called intrinsic value, which is IShares Global'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 Global's market value can be influenced by many factors that don't directly affect IShares Global'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 Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Global'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.