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

ETF | Others |

Last Closing

USD 5.542

Change

0.00 (0.00)%

Market Cap

USD 0.13B

Volume

0.05M

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: 2024-09-08 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R1O:LSE Amazon.com Inc.

N/A

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

N/A

USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

N/A

USD 557.54B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

N/A

USD 496.18B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
0QZK:LSE Coca-Cola Co.

N/A

USD 266.08B
0QZO:LSE 0QZO

N/A

USD 258.54B
0QZ3:LSE Qualcomm Inc.

N/A

USD 202.26B
PRJU:LSE Amundi Index Solutions - Amund..

N/A

USD 200.01B
0R24:LSE Intel Corp.

N/A

USD 196.14B

ETFs Containing IWVU: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 3.48% 50% F 53% F
Dividend Return 1.89% 62% D 80% B-
Total Return 5.37% 60% D- 59% D-
Trailing 12 Months  
Capital Gain 9.69% 52% F 56% F
Dividend Return 2.00% 58% F 78% C+
Total Return 11.69% 57% F 59% D-
Trailing 5 Years  
Capital Gain 23.47% 49% F 58% F
Dividend Return 12.28% 85% B 88% B+
Total Return 35.75% 59% D- 64% D
Average Annual (5 Year Horizon)  
Capital Gain 7.55% 60% D- 64% D
Dividend Return 9.75% 66% D+ 68% D+
Total Return 2.20% 84% B 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 16.99% 42% F 58% F
Risk Adjusted Return 57.41% 68% D+ 79% B-
Market Capitalization 0.13B 55% F 31% 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:
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:
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.