Ishares Sp 500 Etf Performance
| IVE Etf | USD 212.42 1.65 0.78% |
The etf retains a Market Volatility (i.e., Beta) of 0.85, which attests to possible diversification benefits within a given portfolio. IShares SP returns are very sensitive to returns on the market. As the market goes up or down, IShares SP is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares SP 500 are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, IShares SP is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Five Oceans Advisors Acquires 153 Shares of iShares SP 500 Value ETF IVE | 09/26/2025 |
2 | iShares SP 500 Value ETF IVE Stake Lessened by Belpointe Asset Management LLC | 10/06/2025 |
3 | iShares SP 500 Value ETF IVE Shares Sold by Chicago Partners Investment Group LLC | 10/20/2025 |
4 | Atria Investments Inc Has 37.78 Million Stake in iShares SP 500 Value ETF IVE | 10/30/2025 |
5 | Bank of Montreal Can Sells 9,375 Shares of iShares SP 500 Value ETF IVE | 11/06/2025 |
6 | Lakeridge Wealth Management LLC Has 1.24 Million Position in iShares SP 500 Value ETF IVE | 11/11/2025 |
7 | Traub Capital Management LLC Buys Shares of 7,902 iShares SP 500 Value ETF IVE | 11/19/2025 |
8 | Maripau Wealth Management LLC Buys 2,391 Shares of iShares SP 500 Value ETF IVE | 11/24/2025 |
9 | Insigneo Advisory Services LLC Cuts Stake in iShares SP 500 Value ETF IVE | 11/26/2025 |
IShares SP Relative Risk vs. Return Landscape
If you would invest 20,183 in iShares SP 500 on September 2, 2025 and sell it today you would earn a total of 1,059 from holding iShares SP 500 or generate 5.25% return on investment over 90 days. iShares SP 500 is generating 0.082% of daily returns assuming volatility of 0.6404% on return distribution over 90 days investment horizon. In other words, 5% 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 SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares SP 500, and traders can use it to determine the average amount a IShares SP'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 = 0.128
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | IVE | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average IShares SP is performing at about 10% 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 SP by adding it to a well-diversified portfolio.
IShares SP Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares SP, and IShares SP 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 | 3.34 X | |||
| Price To Book | 1.80 X | |||
| Price To Sales | 1.38 X | |||
| Earnings Per Share | 12.48 X | |||
| Total Asset | 21.34 B | |||
About IShares SP Performance
By analyzing IShares SP's fundamental ratios, stakeholders can gain valuable insights into IShares SP's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares SP 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 SP has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The index measures the performance of the large-capitalization value sector of the U.S. equity market. SP 500 is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Bitcoin ETF Outflows Near Record 3.6 Billion as Prices Fall 30 percent - thedeepdive.ca | |
| The fund retains 99.87% 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 SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
The market value of iShares SP 500 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 SP's value that differs from its market value or its book value, called intrinsic value, which is IShares SP'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 SP's market value can be influenced by many factors that don't directly affect IShares SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares SP'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.