IWVG:LSE:LSE-iShares Edge MSCI World Value Factor UCITS USD Dist (GBP)

ETF | Others |

Last Closing

USD 4.298

Change

0.00 (-0.04)%

Market Cap

USD 0.13B

Volume

0.02M

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: 2024-08-27 )

Largest Industry Peers for Others

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LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

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0R1G:LSE Home Depot Inc.

N/A

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0QZK:LSE Coca-Cola Co.

N/A

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0QZO:LSE 0QZO

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USD 258.54B
PRJU:LSE Amundi Index Solutions - Amund..

+0.53 (+1.74%)

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0QZ3:LSE Qualcomm Inc.

+3.83 (+2.39%)

USD 202.26B
0R24:LSE Intel Corp.

+0.46 (+2.41%)

USD 196.14B

ETFs Containing IWVG: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 2.28% 37% F 43% F
Dividend Return 1.87% 62% D 79% B-
Total Return 4.15% 44% F 48% F
Trailing 12 Months  
Capital Gain 6.98% 40% F 47% F
Dividend Return 1.96% 58% F 77% C+
Total Return 8.94% 43% F 50% F
Trailing 5 Years  
Capital Gain -98.77% 2% F 2% F
Dividend Return 2.54% 39% F 43% F
Total Return -96.22% 2% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain -3.20% 14% F 27% F
Dividend Return 2.02% 38% F 46% F
Total Return 5.22% 95% A 94% A
Risk Return Profile  
Volatility (Standard Deviation) 282.01% 10% F 8% B-
Risk Adjusted Return 0.71% 26% F 37% F
Market Capitalization 0.13B 55% F 31% F

Annual Financials (GBP)

Quarterly Financials (GBP)

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.