(SDG) iShares MSCI Global Impact - Ratings and Ratios

The iShares MSCI Global Impact ETF (NASDAQ:SDG) is an exchange-traded fund that invests in companies deriving a majority of their revenue from products and services addressing major social and environmental challenges as per the United Nations Sustainable Development Goals.

To achieve its objective, the fund invests at least 80% of its assets in the underlying indexs component securities or investments with similar economic characteristics, aligning its portfolio with the indexs composition.

From a performance perspective, the fund has shown a positive trend, with its last price being $77.01. To further analyze its performance, we can look at key performance indicators (KPIs) such as the funds returns relative to its benchmark, its tracking error, and its information ratio. A high tracking error might indicate that the fund is not closely following its underlying index, while a high information ratio suggests that the fund is generating excess returns relative to its benchmark, adjusted for risk.

Additionally, we can examine the funds holdings and sector allocation to understand its exposure to various industries and companies that meet the United Nations Sustainable Development Goals. This can include analyzing the funds top holdings, sector weights, and geographic allocation. For instance, the fund may have a significant allocation to companies in the renewable energy or sustainable infrastructure sectors.

To assess the funds risk profile, we can look at metrics such as its beta, standard deviation, and Value-at-Risk (VaR). A lower beta indicates that the fund is less volatile than its benchmark, while a lower standard deviation suggests that the funds returns are more consistent. VaR can provide insight into the funds potential losses over a specific time horizon with a given probability.