Ishares Financials Etf Performance
| IYF Etf | USD 114.29 2.06 1.84% |
The etf retains a Market Volatility (i.e., Beta) of 0.97, which attests to possible diversification benefits within a given portfolio. IShares Financials returns are very sensitive to returns on the market. As the market goes up or down, IShares Financials is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days iShares Financials ETF has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, IShares Financials is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | BlackRock Faces Jan. 10 Deadline For Compliance Over Bank Stakes As FDIC Scrutinizes Investor Power Report | 12/31/2024 |
2 | iShares U.S. Financials ETF Shares Purchased by Stratos Investment Management LLC | 02/06/2025 |
3 | Should You Invest in the Vanguard Financials ETF | 02/11/2025 |
4 | WP Advisors LLC Invests 211,000 in iShares U.S. Financials ETF | 02/21/2025 |
5 | Gryphon Financial Partners LLC Has 510,000 Stock Holdings in iShares U.S. Financials ETF | 03/04/2025 |
6 | iShares U.S. Financials Enters Oversold Territory - Nasdaq | 03/10/2025 |
| In Threey Sharp Ratio | 0.50 |
IShares |
IShares Financials Relative Risk vs. Return Landscape
If you would invest 11,170 in iShares Financials ETF on December 24, 2024 and sell it today you would earn a total of 53.00 from holding iShares Financials ETF or generate 0.47% return on investment over 90 days. iShares Financials ETF is generating 0.0139% of daily returns assuming volatility of 1.1062% on return distribution over 90 days investment horizon. In other words, 9% 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 Financials Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Financials' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Financials ETF, and traders can use it to determine the average amount a IShares Financials' 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 = 0.0126
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| Negative Returns | IYF |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.01 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 Financials 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 Financials by adding IShares Financials to a well-diversified portfolio.
IShares Financials Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Financials, and IShares Financials 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 | 3.66 X | |||
| Price To Book | 1.51 X | |||
| Price To Sales | 2.70 X | |||
| Earnings Per Share | (1.44) X | |||
| Total Asset | 1.81 B | |||
About IShares Financials Performance
By analyzing IShares Financials' fundamental ratios, stakeholders can gain valuable insights into IShares Financials' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Financials 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 Financials 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 Financials is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: iShares U.S. Financials Enters Oversold Territory - Nasdaq | |
| The fund retains 99.66% 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 Financials 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of iShares Financials 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 Financials' value that differs from its market value or its book value, called intrinsic value, which is IShares Financials' 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 Financials' market value can be influenced by many factors that don't directly affect IShares Financials' 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 Financials' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Financials is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Financials' 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.