Ishares Oil Gas Etf Performance
| IEO Etf | USD 99.12 0.01 0.01% |
The etf retains a Market Volatility (i.e., Beta) of 0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Oil's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Oil is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Oil Gas are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very weak technical and fundamental indicators, IShares Oil may actually be approaching a critical reversion point that can send shares even higher in February 2025. ...more
1 | ConocoPhillips Q3 Earnings EPS Beat, Dividend Boost, Buyback Expansion More | 10/31/2024 |
2 | Marathons Q3 Performance Surges Above Forecasts, But Analyst Flags Caution On Mid-Con Outlook For Q4 | 11/06/2024 |
3 | iShares U.S. Oil Gas Exploration Production ETF Hits New 1-Year High Heres What Happened | 12/11/2024 |
4 | 5 ETFs Outperforming on Energys Big Turnaround | 01/16/2025 |
| In Threey Sharp Ratio | 0.54 |
IShares |
IShares Oil Relative Risk vs. Return Landscape
If you would invest 9,223 in iShares Oil Gas on October 20, 2024 and sell it today you would earn a total of 689.00 from holding iShares Oil Gas or generate 7.47% return on investment over 90 days. iShares Oil Gas is generating 0.1249% of daily returns assuming volatility of 1.3252% on return distribution over 90 days investment horizon. In other words, 11% of etfs are less volatile than IShares, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Oil Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Oil's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Oil Gas, and traders can use it to determine the average amount a IShares Oil'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 = 0.0942
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Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average IShares Oil is performing at about 7% 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 Oil by adding it to a well-diversified portfolio.
IShares Oil Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Oil, and IShares Oil 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 | 18.32 X | |||
| Price To Book | 1.70 X | |||
| Price To Sales | 1.13 X | |||
| Total Asset | 874.15 M | |||
About IShares Oil Performance
By examining IShares Oil's fundamental ratios, stakeholders can obtain critical insights into IShares Oil's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Oil is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund will invest at least 80 percent of its assets in the component securities of the index and in investments that are substantially identical to the component securities of the index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index, but which BFA believes will help the fund track the index. US Oil is traded on BATS Exchange in the United States.| Latest headline from zacks.com: 5 ETFs Outperforming on Energys Big Turnaround | |
| The fund retains 99.63% 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 Oil Gas. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
The market value of iShares Oil Gas 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 Oil's value that differs from its market value or its book value, called intrinsic value, which is IShares Oil'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 Oil's market value can be influenced by many factors that don't directly affect IShares Oil'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 Oil's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Oil is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Oil'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.