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

ETF | Others |

Last Closing

USD 5.7015

Change

0.00 (0.00)%

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)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Others

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0R1I:LSE NVIDIA Corp.

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

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

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USD 547.46B
0R1G:LSE Home Depot Inc.

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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 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 26.00% 50% F 59% D-
Dividend Return 12.18% 84% B 88% B+
Total Return 38.18% 59% D- 65% D
Average Annual (5 Year Horizon)  
Capital Gain 7.76% 60% D- 64% D
Dividend Return 9.97% 66% D+ 68% D+
Total Return 2.21% 83% B 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 16.87% 42% F 58% F
Risk Adjusted Return 59.09% 68% D+ 80% 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:
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.