Ishares Sp 500 Etf Performance
| IVE Etf | USD 190.09 0.45 0.24% |
The etf retains a Market Volatility (i.e., Beta) of 0.7, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares SP is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares SP 500 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, IShares SP is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | IVE A Value ETF With A Big Tech Exposure - Seeking Alpha | 01/02/2025 |
2 | SOL Capital Management CO Has 2.94 Million Stock Position in iShares SP 500 Value ETF | 01/31/2025 |
3 | Unionview LLC Has 325,000 Holdings in iShares SP 500 Value ETF | 02/20/2025 |
4 | Compass Capital Corp MA ADV Purchases New Stake in iShares SP 500 Value ETF | 02/21/2025 |
5 | iShares SP 500 Value ETF Stock Holdings Increased by Crestwood Advisors Group LLC | 02/25/2025 |
6 | Simmons Bank Purchases Shares of 1,232 iShares SP 500 Value ETF | 02/28/2025 |
7 | iShares SP 500 Value ETF Shares Purchased by QRG Capital Management Inc. | 03/04/2025 |
8 | iShares SP 500 Value ETF Stock Position Lifted by LVZ Inc. | 03/05/2025 |
9 | iShares SP 500 Value ETF Shares Bought by Stokes Family Office LLC | 03/19/2025 |
| In Threey Sharp Ratio | 0.46 |
IShares |
IShares SP Relative Risk vs. Return Landscape
If you would invest 19,096 in iShares SP 500 on December 20, 2024 and sell it today you would lose (87.00) from holding iShares SP 500 or give up 0.46% of portfolio value over 90 days. iShares SP 500 is generating negative expected returns assuming volatility of 0.7401% on return distribution over 90 days investment horizon. In other words, 6% 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 SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares SP 500, and traders can use it to determine the average amount a IShares SP'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 = -0.0066
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IVE |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares SP 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 SP by adding IShares SP to a well-diversified portfolio.
IShares SP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares SP, and IShares SP 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 | 3.34 X | |||
| Price To Book | 1.80 X | |||
| Price To Sales | 1.38 X | |||
| Earnings Per Share | 12.48 X | |||
| Total Asset | 21.34 B | |||
About IShares SP Performance
By analyzing IShares SP's fundamental ratios, stakeholders can gain valuable insights into IShares SP's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares SP 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 SP has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The index measures the performance of the large-capitalization value sector of the U.S. equity market. SP 500 is traded on NYSEARCA Exchange in the United States.| iShares SP 500 generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: iShares SP 500 Value ETF Shares Bought by Stokes Family Office LLC | |
| The fund retains 99.87% 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 SP 500. 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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of iShares SP 500 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 SP's value that differs from its market value or its book value, called intrinsic value, which is IShares SP'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 SP's market value can be influenced by many factors that don't directly affect IShares SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares SP'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.