Ishares Sp 500 Etf Performance
| IVW Etf | USD 94.58 0.22 0.23% |
The etf retains a Market Volatility (i.e., Beta) of 1.0, which attests to possible diversification benefits within a given portfolio. IShares SP returns are very sensitive to returns on the market. As the market goes up or down, IShares SP is expected to follow.
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 latest fragile performance, the Etf's basic indicators remain stable and the latest fuss on Wall Street may also be a sign of long-term gains for the fund sophisticated investors. ...more
1 | Aspire Private Capital LLC Sells 361 Shares of iShares SP 500 Growth ETF | 01/22/2025 |
2 | Laurel Wealth Planning LLC Has 5.84 Million Stake in iShares SP 500 Growth ETF | 02/20/2025 |
3 | FFT Wealth Management LLC Increases Stock Holdings in iShares SP 500 Growth ETF | 02/26/2025 |
4 | iShares SP 500 Growth ETF Shares Sold by TSA Wealth Managment LLC | 03/04/2025 |
5 | Oppenheimer Asset Management Inc. Decreases Holdings in iShares SP 500 Growth ETF | 03/05/2025 |
6 | AMG National Trust Bank Trims Position in iShares SP 500 Growth ETF | 03/07/2025 |
7 | iShares SP 500 Growth ETF Shares Sold by Net Worth Advisory Group | 03/11/2025 |
8 | Koss Olinger Consulting LLC Acquires 650 Shares of iShares SP 500 Growth ETF | 03/19/2025 |
| In Threey Sharp Ratio | 0.47 |
IShares |
IShares SP Relative Risk vs. Return Landscape
If you would invest 10,264 in iShares SP 500 on December 20, 2024 and sell it today you would lose (806.00) from holding iShares SP 500 or give up 7.85% of portfolio value over 90 days. iShares SP 500 is generating negative expected returns assuming volatility of 1.4224% on return distribution over 90 days investment horizon. In other words, 12% 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 = -0.0887
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IVW |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 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 | 2.32 X | |||
| Price To Book | 4.84 X | |||
| Price To Sales | 2.84 X | |||
| Earnings Per Share | 14.86 X | |||
| Total Asset | 26.83 B | |||
About IShares SP Performance
Evaluating IShares SP's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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. Please also refer to our technical analysis and fundamental analysis pages.
The index measures the performance of the large-capitalization growth 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: Koss Olinger Consulting LLC Acquires 650 Shares of iShares SP 500 Growth ETF | |
| The fund retains 99.84% 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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
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.