Ishares Financial Services Etf Performance
| IYG Etf | USD 82.26 0.20 0.24% |
The etf retains a Market Volatility (i.e., Beta) of 1.37, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IShares Financial will likely underperform.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Financial Services are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, IShares Financial reported solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Mastercard Expands Cyber Defense With 2.65B Deal For Recorded Future - Whats On The Cards | 09/12/2024 |
2 | Visa Takes On Financial Crime Acquires AI Fraud Specialist Featurespace, Strengthening Payment Security | 09/26/2024 |
3 | JP Morgan Takes Stake In Australian Casino Operator Star Entertainment Details | 10/04/2024 |
4 | JPMorgan Chase Q3 Earnings Investment Banking Revenue Soars 29, Raises FY24 Net Interest Income Outlook | 10/11/2024 |
5 | Mastercard Pushes Boundaries With Move Commercial Payments Details | 10/21/2024 |
6 | Stocks And ETFs In Focus As Americans Head To Polls - Barchart | 11/05/2024 |
7 | Mastercards Path To Mid-Teens Growth Analysts Weigh In After Investor Day | 11/14/2024 |
| In Threey Sharp Ratio | 0.17 |
IShares |
IShares Financial Relative Risk vs. Return Landscape
If you would invest 7,152 in iShares Financial Services on August 30, 2024 and sell it today you would earn a total of 1,074 from holding iShares Financial Services or generate 15.02% return on investment over 90 days. iShares Financial Services is generating 0.2301% of daily returns assuming volatility of 1.2715% on return distribution over 90 days investment horizon. In other words, 11% of etfs are less volatile than IShares, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Financial's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Financial Services, and traders can use it to determine the average amount a IShares Financial'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 = 0.1809
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | IYG | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average IShares Financial is performing at about 14% 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 Financial by adding it to a well-diversified portfolio.
IShares Financial Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Financial, and IShares Financial 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 | 2.58 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 3.41 X | |||
| Earnings Per Share | (3.74) X | |||
| Total Asset | 1.28 B | |||
About IShares Financial Performance
By analyzing IShares Financial's fundamental ratios, stakeholders can gain valuable insights into IShares Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Financial 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 Financial 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 Financial is traded on NYSEARCA Exchange in the United States.| Latest headline from benzinga.com: Mastercards Path To Mid-Teens Growth Analysts Weigh In After Investor Day | |
| The fund retains 99.73% 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 Financial Services. 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of iShares Financial 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 Financial's value that differs from its market value or its book value, called intrinsic value, which is IShares Financial'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 Financial's market value can be influenced by many factors that don't directly affect IShares Financial'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 Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Financial'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.