Ishares Esg Aware Etf Performance
| ESML Etf | USD 38.83 0.99 2.62% |
The etf retains a Market Volatility (i.e., Beta) of 0.96, which attests to possible diversification benefits within a given portfolio. IShares ESG returns are very sensitive to returns on the market. As the market goes up or down, IShares ESG is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares ESG Aware has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Etf's primary indicators remain quite persistent which may send shares a bit higher in April 2025. The latest mess may also be a sign of long-standing up-swing for the ETF venture institutional investors. ...more
1 | Long Term Trading Analysis for - Stock Traders Daily | 01/29/2025 |
2 | Technical Data - Stock Traders Daily | 02/10/2025 |
3 | ESML Crowded With Sellers - Nasdaq | 03/06/2025 |
| In Threey Sharp Ratio | 0.11 |
IShares |
IShares ESG Relative Risk vs. Return Landscape
If you would invest 4,430 in iShares ESG Aware on December 16, 2024 and sell it today you would lose (547.00) from holding iShares ESG Aware or give up 12.35% of portfolio value over 90 days. iShares ESG Aware is currently does not generate positive expected returns and assumes 1.2108% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% 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 |
| Risk |
IShares ESG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares ESG's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares ESG Aware, and traders can use it to determine the average amount a IShares ESG'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 = -0.1722
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ESML |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares ESG 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 ESG by adding IShares ESG to a well-diversified portfolio.
IShares ESG Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares ESG, and IShares ESG 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.
| Total Asset | 1.34 B | |||
About IShares ESG Performance
By examining IShares ESG's fundamental ratios, stakeholders can obtain critical insights into IShares ESG'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 ESG 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 generally will invest at least 90 percent of its assets in the component securities of the underlying index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. USA Small-Cap is traded on BATS Exchange in the United States.| iShares ESG Aware generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: ESML Crowded With Sellers - Nasdaq | |
| The fund retains 99.73% 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 ESG Aware. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of iShares ESG Aware 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 ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG'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 ESG's market value can be influenced by many factors that don't directly affect IShares ESG'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 ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG'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.