Ishares Trust Etf Performance

XOEF Etf   27.35  0.06  0.22%   
The etf retains a Market Volatility (i.e., Beta) of 0.85, which attests to possible diversification benefits within a given portfolio. IShares Trust returns are very sensitive to returns on the market. As the market goes up or down, IShares Trust is expected to follow.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Trust are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak technical and fundamental indicators, IShares Trust may actually be approaching a critical reversion point that can send shares even higher in March 2026. ...more
 
IShares Trust dividend paid on 19th of December 2025
12/19/2025

IShares Trust Relative Risk vs. Return Landscape

If you would invest  2,529  in iShares Trust on November 1, 2025 and sell it today you would earn a total of  206.00  from holding iShares Trust or generate 8.15% return on investment over 90 days. iShares Trust is currently generating 0.1335% in daily expected returns and assumes 0.7724% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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  
Given the investment horizon of 90 days IShares Trust is expected to generate 1.03 times more return on investment than the market. However, the company is 1.03 times more volatile than its market benchmark. It trades about 0.17 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of risk.

IShares Trust Target Price Odds to finish over Current Price

The tendency of IShares Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 27.35 90 days 27.35 
under 4
Based on a normal probability distribution, the odds of IShares Trust to move above the current price in 90 days from now is under 4 (This iShares Trust probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days IShares Trust has a beta of 0.85. This entails iShares Trust market returns are reactive to returns on the market. As the market goes up or down, IShares Trust is expected to follow. Additionally IShares Trust has an alpha of 0.0757, implying that it can generate a 0.0757 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   IShares Trust Price Density   
       Price  

Predictive Modules for IShares Trust

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as iShares Trust. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of IShares Trust's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
26.5827.3528.12
Details
Intrinsic
Valuation
LowRealHigh
24.6228.7129.48
Details
Naive
Forecast
LowNextHigh
26.5627.3328.10
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.8626.7427.63
Details

IShares Trust Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. IShares Trust is not an exception. The market had few large corrections towards the IShares Trust's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold iShares Trust, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of IShares Trust within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.08
β
Beta against Dow Jones0.85
σ
Overall volatility
0.76
Ir
Information ratio 0.09

IShares Trust Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of IShares Trust for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for iShares Trust can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
On 19th of December 2025 IShares Trust paid 0.089 per share dividend to its current shareholders

About IShares Trust Performance

By analyzing IShares Trust's fundamental ratios, stakeholders can gain valuable insights into IShares Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IShares Trust 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 Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
On 19th of December 2025 IShares Trust paid 0.089 per share dividend to its current shareholders
When determining whether iShares Trust is a strong investment it is important to analyze IShares Trust's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Trust's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in iShares Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing.
For more detail on how to invest in IShares Etf please use our How to Invest in IShares Trust guide.
You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Investors evaluate iShares Trust using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating IShares Trust's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause IShares Trust's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between IShares Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, IShares Trust's market price signifies the transaction level at which participants voluntarily complete trades.