(IUES) iShares SP500 Energy Sector - Ratings and Ratios
Energy, stocks, companies, sector, investments
Description: IUES iShares SP500 Energy Sector
The iShares S&P500 Energy Sector UCITS ETF USD (Acc) USD is an exchange-traded fund that tracks the Morningstar Global Energy NR USD index, providing investors with exposure to the energy sector within the S&P 500. As a Sector Equity Energy ETF, it is designed to capture the performance of energy-related companies, which can include oil and gas producers, refiners, and other energy industry players.
With its origins in Switzerland and a current Assets Under Management (AUM) of approximately $779.09 million USD, this ETF offers a diversified portfolio that can be a valuable component of a broader investment strategy. The funds focus on the energy sector makes it sensitive to fluctuations in energy prices, geopolitical events, and shifts in global demand for energy.
Analyzing the ETFs technical data, we observe that its last price is $9.06, indicating a recent upward trend as it is above both its 20-day Simple Moving Average (SMA20) of $8.61 and its 50-day Simple Moving Average (SMA50) of $8.44. However, it is below its 200-day Simple Moving Average (SMA200) of $8.94, suggesting a potential resistance level. The Average True Range (ATR) of 0.12, or 1.36%, indicates moderate volatility. Given its 52-week high of $9.82 and low of $7.76, the ETF is currently trading near the upper end of its recent range.
Using both technical and fundamental data, a forecast for the iShares S&P500 Energy Sector UCITS ETF USD (Acc) USD can be constructed. If energy prices continue to rise due to geopolitical tensions or supply constraints, the ETF is likely to benefit, potentially pushing its price towards the 52-week high. Conversely, a decline in energy prices could lead to a decrease in the ETFs value. Technically, a break above the SMA200 could signal further upside potential, while a drop below the SMA50 might indicate a downward trend. Therefore, investors should monitor energy market trends, the ETFs moving averages, and its ATR for signs of changing volatility to make informed decisions.
Additional Sources for IUES ETF
IUES ETF Overview
| Market Cap in USD | 779m |
| Category | Sector Equity Energy |
| TER | 0.15% |
| IPO / Inception | 2015-11-20 |
IUES ETF Ratings
| Growth Rating | 63.4 |
| Fundamental | - |
| Dividend Rating | 0.0 |
| Rel. Strength | -0.88 |
| Analysts | - |
| Fair Price Momentum | 9.18 USD |
| Fair Price DCF | - |
IUES Dividends
Currently no dividends paidIUES Growth Ratios
| Growth Correlation 3m | 83.6% |
| Growth Correlation 12m | -33.2% |
| Growth Correlation 5y | 90.5% |
| CAGR 5y | 28.37% |
| CAGR/Max DD 5y | 1.00 |
| Sharpe Ratio 12m | 1.12 |
| Alpha | -6.61 |
| Beta | 0.513 |
| Volatility | 24.23% |
| Current Volume | 41.1k |
| Average Volume 20d | 31.3k |
| Stop Loss | 8.8 (-3.5%) |
As of July 15, 2025, the stock is trading at USD 9.12 with a total of 41,128 shares traded.
Over the past week, the price has changed by +2.28%, over one month by +1.95%, over three months by +10.94% and over the past year by -0.69%.
Yes. Based on ValueRay's Analyses, iShares SP500 Energy Sector (SW:IUES) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 63.38 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IUES is around 9.18 USD . This means that IUES is currently overvalued and has a potential downside of 0.66%.
iShares SP500 Energy Sector has no consensus analysts rating.
According to our own proprietary Forecast Model, IUES iShares SP500 Energy Sector will be worth about 10.3 in July 2026. The stock is currently trading at 9.12. This means that the stock has a potential upside of +13.16%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 10.3 | 13.2% |