Ishares Sp Mid Cap Etf Performance
| IJJ Etf | USD 126.14 0.47 0.37% |
The etf retains a Market Volatility (i.e., Beta) of 0.97, 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
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares SP Mid Cap are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Even with relatively conflicting forward-looking indicators, IShares SP revealed solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Trading Signals - news.stocktradersdaily.com | 05/12/2025 |
2 | 7,901 Shares in iShares SP Mid-Cap 400 Value ETF Acquired by MFA Wealth Advisors LLC | 06/18/2025 |
3 | 277 Shares in iShares SP Mid-Cap 400 Value ETF Bought by MorganRosel Wealth Management LLC | 07/01/2025 |
4 | iShares SP Mid-Cap 400 Value ETF Shares Purchased by Novem Group | 07/03/2025 |
5 | Synergy Investment Management LLC Reduces Stake in iShares SP Mid-Cap 400 Value ETF | 07/08/2025 |
6 | MT Bank Corp Decreases Stock Holdings in iShares SP Mid-Cap 400 Value ETF | 07/10/2025 |
| In Threey Sharp Ratio | 0.39 |
IShares SP Relative Risk vs. Return Landscape
If you would invest 11,106 in iShares SP Mid Cap on April 22, 2025 and sell it today you would earn a total of 1,508 from holding iShares SP Mid Cap or generate 13.58% return on investment over 90 days. iShares SP Mid Cap is generating 0.2075% of daily returns assuming volatility of 1.0279% on return distribution over 90 days investment horizon. In other words, 9% 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 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 Mid Cap, 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 = 0.2018
| Best Portfolio | Best Equity | |||
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| Small Returns | IJJ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average IShares SP is performing at about 15% 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 | 2.57 X | |||
| Price To Book | 1.67 X | |||
| Price To Sales | 0.89 X | |||
| Earnings Per Share | 18.56 X | |||
| Total Asset | 6.42 B | |||
About IShares SP Performance
By evaluating 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. Please also refer to our technical analysis and fundamental analysis pages.
The index measures the performance of the mid-capitalization value sector of the U.S. equity market. SP Mid-Cap is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: MT Bank Corp Decreases Stock Holdings in iShares SP Mid-Cap 400 Value ETF | |
| The fund retains 99.72% 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 Mid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of iShares SP Mid 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.