IUMD:LSE:LSE-iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 9.111

Change

+0.03 (+0.33)%

Market Cap

USD 0.38B

Volume

276.00

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: 2024-07-02 )

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ETFs Containing IUMD: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 24.93% 94% A 90% A-
Dividend Return 0.23% 39% F 66% D+
Total Return 25.15% 94% A 90% A-
Trailing 12 Months  
Capital Gain 37.13% 93% A 89% A-
Dividend Return 0.25% 39% F 67% D+
Total Return 37.38% 93% A 89% A-
Trailing 5 Years  
Capital Gain 61.97% 81% B- 82% B
Dividend Return 4.08% 46% F 55% F
Total Return 66.05% 82% B 82% B
Average Annual (5 Year Horizon)  
Capital Gain 9.57% 68% D+ 71% C-
Dividend Return 10.28% 70% C- 72% C
Total Return 0.71% 51% F 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 20.30% 33% F 48% F
Risk Adjusted Return 50.64% 65% D 76% C+
Market Capitalization 0.38B 65% D 49% F

Annual Financials (USD)

Quarterly Financials (USD)

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:

There is nothing we particularly like

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.