Ishares Esg Advanced Etf Performance
| DMXF Etf | USD 74.92 0.28 0.38% |
The etf retains a Market Volatility (i.e., Beta) of -0.066, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning IShares ESG are expected to decrease at a much lower rate. During the bear market, IShares ESG is likely to outperform the market.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares ESG Advanced are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite nearly unfluctuating basic indicators, IShares ESG may actually be approaching a critical reversion point that can send shares even higher in July 2025. ...more
1 | Trend Tracker for - Stock Traders Daily | 03/19/2025 |
2 | Elios Financial Group Inc. Raises Stake in iShares ESG Advanced MSCI EAFE ETF | 04/11/2025 |
3 | Snowden Capital Advisors LLC Increases Stock Holdings in iShares ESG Advanced MSCI EAFE ETF | 05/20/2025 |
| In Threey Sharp Ratio | 0.41 |
IShares ESG Relative Risk vs. Return Landscape
If you would invest 6,993 in iShares ESG Advanced on March 16, 2025 and sell it today you would earn a total of 499.00 from holding iShares ESG Advanced or generate 7.14% return on investment over 90 days. iShares ESG Advanced is currently generating 0.123% in daily expected returns and assumes 1.6704% risk (volatility on return distribution) over the 90 days horizon. In different words, 14% of etfs are less volatile than IShares, and 98% 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 Advanced, 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 = 0.0737
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| Cash | Small Risk | DMXF | High Risk | Huge Risk |
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Estimated Market Risk
| 1.67 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average IShares ESG is performing at about 5% 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 | 328.09 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 index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization developed market companies, excluding the U.S. and Canada, with favorable ESG ratings while applying extensive screens, including removing fossil fuel exposure. Ishares ESG is traded on NASDAQ Exchange in the United States.| Latest headline from thelincolnianonline.com: Snowden Capital Advisors LLC Increases Stock Holdings in iShares ESG Advanced MSCI EAFE ETF | |
| The fund retains 99.18% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares ESG Advanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of iShares ESG Advanced 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.