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Upturn AI Summary
iShares Bloomberg Roll Select Broad Commodity ETF(CMDY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CMDY
10/02/2026: CMDY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CMDY provides broad-based exposure to the commodities market using a 'Roll Select' methodology designed to mitigate the costs associated with futures market contango. Its primary strengths are its diversified basket approach and the institutional backing of iShares. It serves as an effective tactical hedge against inflation and a diversification tool against equity market volatility. Investors must be aware of high volatility and the lack of yield associated with futures-based commodity funds. This ETF is best suited for growth-oriented or tactical portfolios that can tolerate the inherent risks of the commodity sector.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Commodities are generally non-growth assets, but can serve as a tactical growth hedge during inflationary periods. |
| Momentum investor | Strong fit while signal remains positive | Strong fit when broader commodity trends are in a confirmed uptrend. |
| Value investor | Mixed fit | Commodities can act as a value play if they are historically undervalued relative to other asset classes. |
| Dividend/Income investor | Weak fit | The ETF does not provide a traditional dividend yield and is unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | Commodities are inherently volatile and unsuitable for capital preservation-focused investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced market participant looking for a tactical tool to hedge inflation or diversify a traditional 60/40 portfolio.
Suitability
It is best suited for long-term strategic holders of commodities or active traders looking for index-based exposure, rather than passive income investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Commodity prices are subject to significant and rapid fluctuations based on global supply/demand shocks. |
| Market risk | Medium / high | Broader economic downturns can lead to decreased demand for commodities. |
| Concentration | Medium | While broad, the fund is still concentrated in a specific asset class that may underperform equities or bonds. |
| Tracking/expense | Low | The fund efficiently tracks its index, minimizing cost-related performance drag. |
| Liquidity | Low | The underlying futures markets are generally deep and liquid. |
| Business/sector quality | Medium | Performance relies on the structural integrity of futures markets rather than the profitability of individual companies. |
Risk Analysis
Volatility
CMDY exhibits high volatility consistent with the inherent price fluctuations of underlying raw materials and commodity futures contracts.
Market Risk
The ETF is exposed to macroeconomic risks, geopolitical instability, and commodity-specific supply/demand imbalances that can lead to sharp price swings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Diversified Commodity Futures (Energy, Metals, Agriculture) | 90 | Provides broad diversification across multiple commodity sectors to hedge against inflation and market volatility. |
| Cash/collateral | US Treasury Bills | 10 | Acts as the collateral pool for the futures contracts, providing a yield on the cash held by the fund. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 38.56% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $724.93M |
| Issuer | iShares |
| Expense Ratio | 0.27999999999999997% |
| Distribution Yield | 9.93% |
| Inception | Apr 3, 2018 |
Performance
| Period | Total Return |
|---|---|
| YTD | +30.67% |
| 1 Year | +37.08% |
| 3 Year | +14.90% |
| 5 Year | +10.33% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.26% |
| 3Y Volatility | 13% |
| 3Y Sharpe Ratio | 0.77 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 0.93% |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| BlackRock Cash Funds Treasury SL Agency | 7.07% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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