Ishares Esg Aware Etf Performance
| ESGU Etf | USD 130.89 0.91 0.70% |
The etf retains a Market Volatility (i.e., Beta) of 0.88, which attests to possible diversification benefits within a given portfolio. IShares ESG returns are very sensitive to returns on the market. As the market goes up or down, IShares ESG is expected to follow.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares ESG Aware are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady technical and fundamental indicators, IShares ESG may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Is iShares Paris-Aligned Climate MSCI USA ETF a Strong ETF Right Now | 09/10/2024 |
2 | iShares ESG Aware MSCI USA ETF declares quarterly distribution of 0.4387 | 09/25/2024 |
3 | Is Inspire SmallMid Cap ETF a Strong ETF Right Now | 10/03/2024 |
4 | ERn Financial LLC Reduces Position in iShares ESG Aware MSCI USA ETF | 10/16/2024 |
5 | Nottingham Advisors Inc. Buys 241 Shares of iShares ESG Aware MSCI USA ETF | 10/17/2024 |
6 | Valmark Advisers Inc. Cuts Holdings in iShares ESG Aware MSCI USA ETF | 10/30/2024 |
7 | iShares ESG Aware MSCI USA ETF Sees Large Increase in Short Interest | 11/15/2024 |
| In Threey Sharp Ratio | 0.27 |
IShares |
IShares ESG Relative Risk vs. Return Landscape
If you would invest 12,268 in iShares ESG Aware on August 24, 2024 and sell it today you would earn a total of 821.00 from holding iShares ESG Aware or generate 6.69% return on investment over 90 days. iShares ESG Aware is currently generating 0.1059% in daily expected returns and assumes 0.7891% 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 |
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IShares ESG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares ESG's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares ESG Aware, and traders can use it to determine the average amount a IShares ESG'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 = 0.1343
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Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average IShares ESG is performing at about 10% 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 ESG by adding it to a well-diversified portfolio.
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 | 20.04 B | |||
About IShares ESG Performance
Assessing IShares ESG's fundamental ratios provides investors with valuable insights into IShares ESG's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares ESG 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 90 percent of its assets in the component securities of the underlying index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. USA ESG is traded on NASDAQ Exchange in the United States.| Latest headline from thelincolnianonline.com: iShares ESG Aware MSCI USA ETF Sees Large Increase in Short Interest | |
| The fund retains 99.59% 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 Aware. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
The market value of iShares ESG Aware 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. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. 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.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG'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.