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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
10/28/2026: CMDY (2-star) is currently NOT-A-BUY. Pass it for now.
iShares Bloomberg Roll Select Broad Commodity ETF (CMDY) provides diversified exposure to a broad basket of commodities through a futures-based strategy. By selecting futures contracts specifically to optimize roll yield, it attempts to outperform standard index trackers that may suffer from contango. Its primary strengths include professional management by BlackRock and a rules-based approach designed to enhance efficiency in commodity futures markets. Investors should be aware of risks such as high price volatility, economic cyclicality, and the potential complexities of commodity futures investment. It is best suited for investors who understand commodity cycles and are seeking an inflation hedge or a tactical asset class for diversification.
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 cyclical and do not provide the long-term capital appreciation typical of growth equities. |
| Momentum investor | Strong fit while signal remains positive | Commodities often exhibit strong multi-year trends that momentum investors can capitalize on during supply shortages. |
| Value investor | Strong fit | Commodities are often used by value investors as a hedge against inflation and currency devaluation. |
| Dividend/Income investor | Weak fit | CMDY is a futures-based product and does not pay dividends or provide consistent yield like fixed income. |
| Low-risk investor | Weak fit | Commodities are inherently volatile and subject to high risk from global macro events. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced market participant looking for a strategic hedge against inflation or a tactical tool to benefit from commodity price cycles.
Suitability
Best suited for intermediate to long-term investors using the fund for tactical asset allocation rather than a core long-term portfolio holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Commodity prices are subject to sharp fluctuations driven by supply/demand imbalances and geopolitical risks. |
| Market risk | Medium / high | Broader economic downturns can significantly suppress demand for industrial and energy commodities. |
| Concentration | Medium | The fund is concentrated in physical commodities, which may not move in sync with the broader stock market. |
| Tracking/expense | Medium | The cost of rolling futures contracts can lead to tracking error versus spot commodity prices. |
| Liquidity | Low | While the ETF is liquid, the underlying futures markets can experience liquidity strains during market stress. |
| Business/sector quality | Medium | External factors like government regulations and production quotas affect the viability of specific commodities. |
Risk Analysis
Volatility
CMDY exhibits high historical volatility due to the nature of the commodity markets it tracks.
Market Risk
Risks include sensitivity to global macroeconomic cycles, geopolitical tensions affecting supply, and the impact of the US Dollar on commodity pricing.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Energy (Crude Oil, Natural Gas, etc.) | 35 | Energy exposure provides a hedge against inflation and is highly sensitive to geopolitical events. |
| Commodity | Agriculture (Grains, Softs) | 30 | Agricultural commodities are driven by weather patterns, crop yields, and global population growth. |
| Commodity | Industrial & Precious Metals | 25 | Metals provide exposure to global manufacturing demand and serve as a traditional store of value. |
| Cash/collateral | US Treasury Securities | 10 | Collateral earns interest income which helps offset some of the costs associated with futures trading. |
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 32.44% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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