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

ETF | Others |

Last Closing

USD 5.74

Change

+0.06 (+1.03)%

Market Cap

USD 0.13B

Volume

0.02M

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: 2024-11-07 )

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N/A

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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 7.18% 49% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.18% 49% F 54% F
Trailing 12 Months  
Capital Gain 16.68% 56% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.68% 56% F 57% F
Trailing 5 Years  
Capital Gain 20.22% 46% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.22% 46% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 8.62% 60% D- 65% D
Dividend Return 10.81% 66% D+ 69% C-
Total Return 2.19% 84% B 89% A-
Risk Return Profile  
Volatility (Standard Deviation) 16.45% 43% F 60% D-
Risk Adjusted Return 65.70% 71% C- 82% B
Market Capitalization 0.13B 53% 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.