Ishares Select Dividend Etf Performance
| DVY Etf | USD 131.36 1.81 1.40% |
The etf retains a Market Volatility (i.e., Beta) of 0.8, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Select is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days iShares Select Dividend has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, IShares Select is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | The Zacks Analyst Blog Highlights VIG, SDY, DVY, SCHD and DGRO | 10/14/2024 |
2 | Forte Capital LLC ADV Invests 246,000 in iShares Select Dividend ETF | 11/08/2024 |
3 | iShares Select Dividend ETF Shares Sold by Patten Patten Inc. TN | 11/12/2024 |
4 | Oppenheimer Co. Inc. Boosts Stock Holdings in iShares Select Dividend ETF | 11/15/2024 |
5 | BIP Wealth LLC Sells 1,906 Shares of iShares Select Dividend ETF | 11/19/2024 |
6 | Cypress Capital Group Has 1.95 Million Holdings in iShares Select Dividend ETF | 11/21/2024 |
7 | VYM 3 High-Return Dividend ETFs for Income Seekers - StockNews.com | 11/27/2024 |
8 | iShares Select Dividend ETF Sees Large Growth in Short Interest | 12/03/2024 |
9 | Coldstream Capital Management Inc. Purchases 111 Shares of iShares Select Dividend ETF | 12/12/2024 |
10 | iShares Select Dividend ETF To Go Ex-Dividend on December 17th | 12/18/2024 |
| In Threey Sharp Ratio | 0.49 |
IShares |
IShares Select Relative Risk vs. Return Landscape
If you would invest 13,275 in iShares Select Dividend on September 24, 2024 and sell it today you would lose (139.00) from holding iShares Select Dividend or give up 1.05% of portfolio value over 90 days. iShares Select Dividend is generating negative expected returns assuming volatility of 0.8156% on return distribution over 90 days investment horizon. In other words, 7% 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 |
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IShares Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Select's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Select Dividend, and traders can use it to determine the average amount a IShares Select'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 = -0.0161
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| Negative Returns | DVY |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Select 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 Select by adding IShares Select to a well-diversified portfolio.
IShares Select Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Select, and IShares Select 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 | 3.14 X | |||
| Price To Book | 2.30 X | |||
| Price To Sales | 1.60 X | |||
| Earnings Per Share | 9.11 X | |||
| Total Asset | 19.51 B | |||
About IShares Select Performance
Evaluating IShares Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Select 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 Select has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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. Select Dividend is traded on NASDAQ Exchange in the United States.| IShares Select generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: iShares Select Dividend ETF To Go Ex-Dividend on December 17th | |
| The fund retains 99.68% 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 Select Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
The market value of iShares Select Dividend 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 Select's value that differs from its market value or its book value, called intrinsic value, which is IShares Select'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 Select's market value can be influenced by many factors that don't directly affect IShares Select'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 Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Select'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.