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

ETF | Others |

Last Closing

USD 5.7015

Change

-0.05 (-0.83)%

Market Cap

USD 0.13B

Volume

8.96K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-20 )

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0R1G:LSE Home Depot Inc.

N/A

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USD 258.54B
0QZ3:LSE Qualcomm Inc.

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0R24:LSE Intel Corp.

-0.80 (-3.74%)

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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 6.46% 54% F 56% F
Dividend Return 1.89% 60% D- 79% B-
Total Return 8.35% 59% D- 60% D-
Trailing 12 Months  
Capital Gain 12.08% 53% F 56% F
Dividend Return 1.99% 57% F 77% C+
Total Return 14.07% 57% F 59% D-
Trailing 5 Years  
Capital Gain 24.79% 49% F 59% D-
Dividend Return 12.06% 84% B 88% B+
Total Return 36.86% 58% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 7.65% 60% D- 64% D
Dividend Return 9.86% 66% D+ 68% D+
Total Return 2.20% 42% F 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 16.93% 42% F 58% F
Risk Adjusted Return 58.23% 68% D+ 79% B-
Market Capitalization 0.13B 54% F 30% 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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.