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

ETF | Others |

Last Closing

USD 5.682

Change

-0.07 (-1.16)%

Market Cap

USD 0.14B

Volume

0.03M

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: 2024-10-21 )

Largest Industry Peers for Others

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0R1G:LSE Home Depot Inc.

N/A

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

-0.75 (-1.07%)

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USD 258.54B
PRJU:LSE Amundi Index Solutions - Amund..

-0.54 (-1.74%)

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0QZ3:LSE Qualcomm Inc.

-4.02 (-2.34%)

USD 202.26B

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 6.10% 45% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.10% 45% F 51% F
Trailing 12 Months  
Capital Gain 18.03% 50% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.03% 50% F 53% F
Trailing 5 Years  
Capital Gain 23.19% 46% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.19% 46% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 8.30% 60% D- 64% D
Dividend Return 10.50% 66% D+ 68% D+
Total Return 2.20% 84% B 89% A-
Risk Return Profile  
Volatility (Standard Deviation) 16.63% 43% F 60% D-
Risk Adjusted Return 63.13% 70% C- 81% B-
Market Capitalization 0.14B 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.