IS3S:F:F-iShares Edge MSCI World Value Factor UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 41.01

Change

0.00 (0.00)%

Market Cap

N/A

Volume

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Analyst Target

N/A
Analyst Rating

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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: 2024-10-20 )

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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 11.56% 55% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.56% 56% F 62% D
Trailing 12 Months  
Capital Gain 18.13% 49% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.13% 50% F 59% D-
Trailing 5 Years  
Capital Gain 48.00% 68% D+ 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 48.00% 68% D+ 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.91% 79% B- 72% C
Dividend Return 11.91% 77% C+ 65% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.11% 45% F 79% B-
Risk Adjusted Return 84.40% 90% A- 92% A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(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.