Ishares Esg 1 5 Etf Performance
| SUSB Etf | USD 24.94 0.01 0.04% |
The etf retains a Market Volatility (i.e., Beta) of 0.0242, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IShares ESG's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares ESG is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares ESG 1 5 are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, IShares ESG is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF Short Interest Update | 12/27/2024 |
2 | Klaas Financial Asset Advisors LLC Boosts Position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF | 01/27/2025 |
3 | Trading Advice - Stock Traders Daily | 03/12/2025 |
| In Threey Sharp Ratio | -0.44 |
IShares |
IShares ESG Relative Risk vs. Return Landscape
If you would invest 2,448 in iShares ESG 1 5 on December 20, 2024 and sell it today you would earn a total of 45.00 from holding iShares ESG 1 5 or generate 1.84% return on investment over 90 days. iShares ESG 1 5 is currently generating 0.0304% in daily expected returns and assumes 0.1208% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than IShares, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IShares ESG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares ESG's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares ESG 1 5, and traders can use it to determine the average amount a IShares ESG'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 = 0.252
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SUSB |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average IShares ESG is performing at about 19% 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 ESG by adding it to a well-diversified portfolio.
IShares ESG Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares ESG, and IShares ESG 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.
| Total Asset | 921.55 M | |||
About IShares ESG Performance
By analyzing IShares ESG's fundamental ratios, stakeholders can gain valuable insights into IShares ESG's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares ESG 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 ESG 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 90 percent of its assets in the component securities of the underlying index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. 1-5 Year is traded on NASDAQ Exchange in the United States.| Latest headline from news.google.com: Trading Advice - Stock Traders Daily | |
| The fund maintains about 12.92% of its assets in bonds |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares ESG 1 5. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
The market value of iShares ESG 1 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 ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG'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 ESG's market value can be influenced by many factors that don't directly affect IShares ESG'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 ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG'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.