IUVL:LSE:LSE-iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) (USD)

ETF | Others |

Last Closing

USD 9.965

Change

-0.04 (-0.40)%

Market Cap

USD 1.92B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI USA Enhanced Value Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XNID:LSE Xtrackers Nifty 50 Swap UCITS ..

-2.71 (-0.98%)

USD 292,109.69B
0R1O:LSE Amazon.com Inc.

-2.75 (-1.38%)

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

+2.50 (+1.84%)

USD 618.20B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.04 (+0.28%)

USD 584.80B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.04 (+0.25%)

USD 583.82B
0R1G:LSE Home Depot Inc.

N/A

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

-0.35 (-0.54%)

USD 266.08B
0QZO:LSE 0QZO

-0.75 (-0.78%)

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

+0.12 (+0.41%)

USD 204.07B
0QZ3:LSE Qualcomm Inc.

-0.31 (-0.19%)

USD 202.26B

ETFs Containing IUVL: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 8.02% 57% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.02% 57% F 58% F
Trailing 12 Months  
Capital Gain 21.23% 70% C- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.23% 70% C- 67% D+
Trailing 5 Years  
Capital Gain 39.30% 61% D- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.30% 61% D- 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.72% 70% C- 72% C
Dividend Return 11.72% 69% C- 71% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 20.56% 32% F 48% F
Risk Adjusted Return 57.00% 65% D 77% C+
Market Capitalization 1.92B 88% B+ 57% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.