Ishares Select Dividend Etf Performance
| DVY Etf | USD 132.77 0.71 0.53% |
The etf retains a Market Volatility (i.e., Beta) of 0.0082, which attests to not very significant fluctuations relative to the market. 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
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Select Dividend are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. 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
| In Threey Sharp Ratio | 0.26 |
IShares |
IShares Select Relative Risk vs. Return Landscape
If you would invest 13,148 in iShares Select Dividend on December 24, 2024 and sell it today you would earn a total of 239.00 from holding iShares Select Dividend or generate 1.82% return on investment over 90 days. iShares Select Dividend is generating 0.0328% of daily returns assuming volatility of 0.8115% 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 |
| Risk |
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 = 0.0404
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| Negative Returns | DVY |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average IShares Select is performing at about 3% 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 Select by adding it 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.| 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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
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.