Ishares Utilities Etf Performance
| IDU Etf | USD 110.00 0.31 0.28% |
The etf retains a Market Volatility (i.e., Beta) of 0.36, 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
Weakest
Weak | Strong |
Over the last 90 days iShares Utilities ETF has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable fundamental indicators, IShares Utilities is not utilizing all of its potentials. The recent 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 | 11/11/2025 |
2 | Steward Partners Investment Advisory LLC Raises Stock Holdings in iShares U.S. Utilities ETF IDU | 11/28/2025 |
3 | Should You Invest in the iShares U.S. Utilities ETF | 01/13/2026 |
IShares Utilities Relative Risk vs. Return Landscape
If you would invest 11,109 in iShares Utilities ETF on November 1, 2025 and sell it today you would lose (109.00) from holding iShares Utilities ETF or give up 0.98% of portfolio value over 90 days. iShares Utilities ETF is generating negative expected returns assuming volatility of 0.7761% on return distribution over 90 days investment horizon. In other words, 6% 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 |
3 y Volatility 14.12 | 200 Day MA 107.8227 | 1 y Volatility 9.01 | 50 Day MA 109.6546 | Inception Date 2000-06-12 |
IShares Utilities Target Price Odds to finish over Current Price
The tendency of IShares Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 110.00 | 90 days | 110.00 | about 48.69 |
Based on a normal probability distribution, the odds of IShares Utilities to move above the current price in 90 days from now is about 48.69 (This iShares Utilities ETF probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon IShares Utilities has a beta of 0.36. This usually indicates as returns on the market go up, IShares Utilities average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares Utilities ETF will be expected to be much smaller as well. Additionally IShares Utilities ETF has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. IShares Utilities Price Density |
| Price |
Predictive Modules for IShares Utilities
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as iShares Utilities ETF. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of IShares Utilities' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
IShares Utilities Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. IShares Utilities is not an exception. The market had few large corrections towards the IShares Utilities' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold iShares Utilities ETF, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of IShares Utilities within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.09 | |
β | Beta against Dow Jones | 0.36 | |
σ | Overall volatility | 1.83 | |
Ir | Information ratio | -0.15 |
IShares Utilities Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of IShares Utilities for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for iShares Utilities ETF can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| IShares Utilities generated a negative expected return over the last 90 days | |
| Latest headline from zacks.com: Should You Invest in the iShares U.S. Utilities ETF | |
| The fund retains 99.79% of its assets under management (AUM) in equities |
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.| IShares Utilities generated a negative expected return over the last 90 days | |
| Latest headline from zacks.com: Should You Invest in the iShares U.S. Utilities ETF | |
| 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 small area income & poverty estimates. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Understanding iShares Utilities ETF requires distinguishing between market price and book value, where the latter reflects IShares's accounting equity. The concept of intrinsic value—what IShares Utilities' is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Market sentiment, economic cycles, and investor behavior can push IShares Utilities' price substantially above or below its fundamental 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. In contrast, IShares Utilities' trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.