IUMF:LSE:LSE-iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP (GBX)

ETF | Others |

Last Closing

USD 1078.75

Change

+9.25 (+0.86)%

Market Cap

USD 0.36B

Volume

9.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-23 )

Largest Industry Peers for Others

ETFs Containing IUMF:LSE

N/A

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 22.81% 95% A 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.81% 95% A 89% A-
Trailing 12 Months  
Capital Gain 38.43% 93% A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.43% 93% A 87% B+
Trailing 5 Years  
Capital Gain 78.38% 84% B 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 78.38% 82% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 8.80% 67% D+ 70% C-
Dividend Return 8.80% 66% D+ 69% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.52% 54% F 69% C-
Risk Adjusted Return 65.05% 79% B- 87% B+
Market Capitalization 0.36B 65% D 56% 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:

There is nothing we particularly dislike