Ishares Energy Etf Performance
| IYE Etf | USD 48.05 0.05 0.10% |
The etf retains a Market Volatility (i.e., Beta) of 0.26, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Energy is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Energy ETF has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, IShares Energy is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | IYE 3 Specialty ETFs Offering Targeted Growth Opportunities - StockNews.com | 01/17/2025 |
2 | iShares U.S. Energy Breaks Above 200-Day Moving Average - Bullish for IYE - Nasdaq | 02/10/2025 |
3 | ExxonMobil Australia And Partners Ramp Up Kipper 1B Project Investment Details | 02/24/2025 |
| In Threey Sharp Ratio | 0.44 |
IShares |
IShares Energy Relative Risk vs. Return Landscape
If you would invest 5,012 in iShares Energy ETF on November 28, 2024 and sell it today you would lose (207.00) from holding iShares Energy ETF or give up 4.13% of portfolio value over 90 days. iShares Energy ETF is generating negative expected returns assuming volatility of 1.2141% on return distribution over 90 days investment horizon. In other words, 10% 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 Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Energy's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Energy ETF, and traders can use it to determine the average amount a IShares Energy'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 = -0.0539
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| Negative Returns | IYE |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IShares Energy 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 Energy by adding IShares Energy to a well-diversified portfolio.
IShares Energy Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Energy, and IShares Energy 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.
| Return On Equity | 16.17 | |||
| Return On Asset | 1.11 | |||
| Profit Margin | 799.98 % | |||
| Operating Margin | 89.87 % | |||
| Current Valuation | 2.34 B | |||
| Shares Outstanding | 20.85 M | |||
| Price To Earning | 19.03 X | |||
| Price To Book | 1.70 X | |||
| Price To Sales | 24.17 X | |||
| Revenue | 25.89 M | |||
| Cash And Equivalents | 3.71 M | |||
| Cash Per Share | 0.05 X | |||
| Earnings Per Share | 0.18 X | |||
| Total Asset | 1.93 B | |||
About IShares Energy Performance
By analyzing IShares Energy's fundamental ratios, stakeholders can gain valuable insights into IShares Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Energy 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 Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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. US Energy is traded on NYSEARCA Exchange in the United States.| iShares Energy ETF generated a negative expected return over the last 90 days | |
| Over 98.0% of the company shares are owned by institutional investors | |
| Latest headline from benzinga.com: ExxonMobil Australia And Partners Ramp Up Kipper 1B Project Investment Details | |
| The fund retains 99.68% 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 Energy ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
The market value of iShares Energy ETF 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 Energy's value that differs from its market value or its book value, called intrinsic value, which is IShares Energy'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 Energy's market value can be influenced by many factors that don't directly affect IShares Energy'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 Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Energy'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.