Ishares Energy Etf Performance
| IYE Etf | USD 51.18 0.46 0.91% |
The etf retains a Market Volatility (i.e., Beta) of 0.76, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Energy 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 Energy ETF are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of rather fragile basic indicators, IShares Energy may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Shares of IYE Now Oversold - Nasdaq | 09/11/2024 |
2 | Investment Analysis - Stock Traders Daily | 10/01/2024 |
3 | Well Done LLC Makes New 1.66 Million Investment in iShares U.S. Energy ETF | 10/18/2024 |
4 | iShares U.S. Energy ETF Shares Sold by Cottonwood Capital Advisors LLC | 11/11/2024 |
| In Threey Sharp Ratio | 0.59 |
IShares |
IShares Energy Relative Risk vs. Return Landscape
If you would invest 4,731 in iShares Energy ETF on August 23, 2024 and sell it today you would earn a total of 387.00 from holding iShares Energy ETF or generate 8.18% return on investment over 90 days. iShares Energy ETF is generating 0.13% of daily returns assuming volatility of 1.1939% on return distribution over 90 days investment horizon. In other words, 10% 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 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 ETF, 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 = 0.1089
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Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average IShares Energy is performing at about 8% 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 Energy by adding it to a well-diversified portfolio.
IShares Energy Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Energy, and IShares Energy 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.
| Return On Equity | 16.17 | |||
| Return On Asset | 1.11 | |||
| Profit Margin | 799.98 % | |||
| Operating Margin | 89.87 % | |||
| Current Valuation | 2.34 B | |||
| Shares Outstanding | 20.85 M | |||
| Price To Earning | 19.03 X | |||
| Price To Book | 1.70 X | |||
| Price To Sales | 24.17 X | |||
| Revenue | 25.89 M | |||
| Cash And Equivalents | 3.71 M | |||
| Cash Per Share | 0.05 X | |||
| Earnings Per Share | 0.18 X | |||
| Total Asset | 1.93 B | |||
About IShares Energy Performance
By analyzing IShares Energy's fundamental ratios, stakeholders can gain valuable insights into IShares Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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 Energy is traded on NYSEARCA Exchange in the United States.| Over 98.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: iShares U.S. Energy ETF Shares Sold by Cottonwood Capital Advisors LLC | |
| The fund retains 99.68% 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 Energy 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 manufacturing. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
The market value of iShares Energy ETF 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 Energy's value that differs from its market value or its book value, called intrinsic value, which is IShares Energy'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 Energy's market value can be influenced by many factors that don't directly affect IShares Energy'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 Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Energy'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.