Ishares Energy Storage Etf Performance
| IBAT Etf | 29.33 0.65 2.27% |
The etf retains a Market Volatility (i.e., Beta) of 1.66, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares Energy will likely underperform.
Risk-Adjusted Performance
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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 newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
IShares Energy Relative Risk vs. Return Landscape
If you would invest 2,935 in iShares Energy Storage on October 5, 2025 and sell it today you would lose (2.00) from holding iShares Energy Storage or give up 0.07% of portfolio value over 90 days. iShares Energy Storage is currently generating 0.0147% in daily expected returns and assumes 1.7951% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% 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 |
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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 = 0.0082
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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.