IUSF:LSE:LSE-iShares IV Public Limited Company - iShares Edge MSCI USA Size Factor UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 879

Change

-5.00 (-0.57)%

Market Cap

USD 0.26B

Volume

0.04M

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: 2024-10-21 )

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ETFs Containing IUSF: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 10.62% 61% D- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.62% 61% D- 61% D-
Trailing 12 Months  
Capital Gain 26.66% 70% C- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.66% 70% C- 67% D+
Trailing 5 Years  
Capital Gain 68.47% 77% C+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 68.47% 77% C+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.79% 75% C 75% C
Dividend Return 12.79% 74% C 74% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.41% 44% F 60% D-
Risk Adjusted Return 77.93% 81% B- 88% B+
Market Capitalization 0.26B 64% D 36% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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.