iShares ESG MSCI ETF Key Fundamental And Technical Indicators
| LDEM ETF | USD 63.37 -0.70 -1.09% |
Momentum
OversoldOverbought
56 · Buy Extended
Market data as of the 7th of May shows IShares ESG priced at 63.37 per share. Measured indicators report Risk Adjusted Performance of 0.0559, downside deviation of 1.43, and Market Risk Adjusted Performance of 0.0684. The model examines historical data series to identify measurable trend characteristics. Technical levels are measured against peer distributions.
Analyzing historical trends in IShares ESG's income statement and balance sheet accounts supports evaluation. Fundamental drivers influencing IShares ESG's valuation are shown below:iShares ESG MSCI does not currently have any fundamental trend indicators for analysis. Continue to Equity Screeners for broader equity screening tools. Criteria can be combined to narrow results by financial characteristics.IShares ESG's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it tends to significantly outperform the market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Beta | = | CovarianceVariance |
Current IShares ESG Trailing Beta | 0.86 |
Ratios like Trailing Beta help investors see if IShares ESG's market price truly reflects the company's real worth. The link between IShares ESG's core metrics and market price helps shape the investment case. Valuation analysis is typically one part of a broader research process, not a standalone tool.
| Competition |
Main Technical Indicators as of May 7, 2026
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| Price Transform | ||
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| Volume Indicators |
| Risk Adjusted Performance | 0.0559 | |||
| Market Risk Adjusted Performance | 0.0684 | |||
| Mean Deviation | 1.1 | |||
| Semi Deviation | 1.38 | |||
| Downside Deviation | 1.43 | |||
| Coefficient Of Variation | 1836.03 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.14 | |||
| Information Ratio | 0.0409 | |||
| Jensen Alpha | 0.0578 | |||
| Total Risk Alpha | 0.0546 | |||
| Sortino Ratio | 0.0416 | |||
| Treynor Ratio | 0.0584 | |||
| Maximum Drawdown | 6.1 | |||
| Value At Risk | -2.19 | |||
| Potential Upside | 2.46 | |||
| Downside Variance | 2.06 | |||
| Semi Variance | 1.91 | |||
| Expected Short fall | -1.16 | |||
| Skewness | 0.0953 | |||
| Kurtosis | 0.4276 |
Daily Market Strength Indicators
For investors tracking iShares ESG MSCI, market strength indicators offer quantitative evaluation of ETF behavior. When Rate of Change diverges from price direction, it often signals weakening momentum before a visible reversal in IShares ESG.
Basic Forecasting Models
Analyzing IShares ESG's price movement through moving averages at different time horizons reveals whether short-term momentum aligns with the longer-term trend. Touches of the upper or lower band in IShares ESG's chart signal overbought or oversold conditions.IShares ESG Related Equities
IShares ESG's market space within the Diversified Emerging Mkts space is illustrated by the firms listed below. Profit comparisons show whether IShares ESG earns above or below average returns next to its peers. Firms that trade at big discounts to peers on core metrics may be worth more research.
| Risk & Return | Correlation |
Trailing Beta Peer Comparison
Comparing IShares ESG to its peers on Trailing Beta is a standard technique for assessing relative investment value. This comparison reveals whether IShares ESG's Trailing Beta is in line with or diverges from that of direct competitors.IShares ESG is currently under evaluation in trailing beta against similar ETFs.
Financial Ratios Relationships
Fund Asset Allocation for IShares ESG
The fund invests 99.42% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation for IShares ESG's involves distributing its portfolio across multiple asset classes. This distribution is designed to balance risk and reward in line with IShares ESG's investment mandate.
The asset mix within a mutual fund is determined by its stated investment objective and strategy. The fund manager oversees allocation decisions, adjusting the mix as market conditions and priorities change.
Returns on IShares ESG closely shadow the broad market, offering near-index exposure without significant amplification or dampening.
Important Fundamentals
| Trailing Beta | 0.86 | |||
| Total Asset TTM | 53.43 M | |||
| One Year Return | 26.00 % | |||
| Three Year Return | 14.90 % | |||
| Five Year Return | 2.70 % | |||
| Net Asset | 53.43 M | |||
| Equity Positions Weight | 99.42 % |
Financial Metrics, Fundamentals & Methodology
IShares ESG can be evaluated by studying holdings turnover and exposure persistence. Holdings concentration can increase sensitivity to sector-specific shocks.
iShares ESG MSCI analytics rely on fund disclosures and market reference feeds, with quality checks and normalization applied. Statement-level metrics reflect company-reported GAAP or IFRS formats for the relevant filing period.
Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board