IUSF:LSE:LSE-iShares IV Public Limited Company - iShares Edge MSCI USA Size Factor UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 840.75

Change

+4.00 (+0.48)%

Market Cap

USD 0.18B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-20 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.80% 46% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.80% 46% F 50% F
Trailing 12 Months  
Capital Gain 18.83% 70% C- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.83% 70% C- 71% C-
Trailing 5 Years  
Capital Gain 63.85% 72% C 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 63.85% 70% C- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 11.29% 75% C 75% C
Dividend Return 11.29% 74% C 75% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.87% 44% F 58% F
Risk Adjusted Return 66.89% 81% B- 88% B+
Market Capitalization 0.18B 55% F 47% F

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.