Ishares Basic Materials Etf Performance
| IYM Etf | USD 148.17 1.74 1.19% |
The etf retains a Market Volatility (i.e., Beta) of 0.8, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Basic's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Basic 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 Basic Materials are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of very sluggish basic indicators, IShares Basic displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | US And Ukraine Sign Mineral Resource Deal - Benzinga | 05/01/2025 |
2 | HBIE - Harvest Balanced Income and Growth Enhanced ETF - The Globe and Mail | 05/29/2025 |
3 | CF Industries Leading the Charge in Basic Materials Amid Global Shifts - AInvest | 06/23/2025 |
4 | iShares U.S. Basic Materials ETF Shares Acquired by Whittier Trust Co. of Nevada Inc. | 07/18/2025 |
| In Threey Sharp Ratio | 0.23 |
IShares Basic Relative Risk vs. Return Landscape
If you would invest 12,966 in iShares Basic Materials on April 27, 2025 and sell it today you would earn a total of 1,851 from holding iShares Basic Materials or generate 14.28% return on investment over 90 days. iShares Basic Materials is generating 0.2156% of daily returns assuming volatility of 0.8541% on return distribution over 90 days investment horizon. In other words, 7% 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 Basic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Basic's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Basic Materials, and traders can use it to determine the average amount a IShares Basic'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 = 0.2525
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Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average IShares Basic 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 Basic by adding it to a well-diversified portfolio.
IShares Basic Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Basic, and IShares Basic 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.
| Return On Equity | 50.37 | |||
| Return On Asset | 1.04 | |||
| Operating Margin | 80.05 % | |||
| Current Valuation | 790.53 M | |||
| Shares Outstanding | 4.2 M | |||
| Price To Earning | 3.76 X | |||
| Price To Book | 3.37 X | |||
| Price To Sales | 52.39 X | |||
| Revenue | 10.97 M | |||
| Cash And Equivalents | 1.36 M | |||
| Cash Per Share | 0.23 X | |||
| Earnings Per Share | 6.31 X | |||
| Total Asset | 847.29 M | |||
About IShares Basic Performance
By examining IShares Basic's fundamental ratios, stakeholders can obtain critical insights into IShares Basic's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IShares Basic is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the 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 Basic is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: WESPAC Advisors SoCal LLC Grows Stock Holdings in iShares U.S. Consumer Discretionary ETF | |
| The fund retains 99.78% 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 Basic Materials. 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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
The market value of iShares Basic Materials 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 Basic's value that differs from its market value or its book value, called intrinsic value, which is IShares Basic'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 Basic's market value can be influenced by many factors that don't directly affect IShares Basic'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 Basic's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Basic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Basic'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.