Ishares Oil Equipment Etf Performance
| IEZ Etf | USD 21.78 0.16 0.74% |
The etf retains a Market Volatility (i.e., Beta) of 0.13, 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
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Oil Equipment are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly sluggish technical and fundamental indicators, IShares Oil may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
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| In Threey Sharp Ratio | 0.37 |
IShares |
IShares Oil Relative Risk vs. Return Landscape
If you would invest 2,016 in iShares Oil Equipment on September 1, 2024 and sell it today you would earn a total of 146.00 from holding iShares Oil Equipment or generate 7.24% return on investment over 90 days. iShares Oil Equipment is generating 0.1286% of daily returns assuming volatility of 1.9065% on return distribution over 90 days investment horizon. In other words, 16% 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 Equipment, 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 = 0.0674
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Estimated Market Risk
| 1.91 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average IShares Oil is performing at about 5% 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 | 12.09 X | |||
| Price To Book | 1.09 X | |||
| Price To Sales | 1.16 X | |||
| Total Asset | 132.35 M | |||
About IShares Oil Performance
Evaluating IShares Oil's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Oil 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 Oil 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 index measures the performance of the oil equipment and services sector of the U.S. equity market. US Oil is traded on NYSEARCA Exchange in the United States.| The fund generated-7.0 ten year return of -7.0% | |
| iShares Oil Equipment retains 99.72% 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 Equipment. 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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
The market value of iShares Oil Equipment 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.