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

ETF | Others |

Last Closing

USD 5.6885

Change

-0.05 (-0.90)%

Market Cap

USD 0.13B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-08 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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0R1I:LSE NVIDIA Corp.

-0.47 (-0.32%)

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

+0.12 (+0.85%)

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

+0.08 (+0.44%)

USD 583.82B
0R1G:LSE Home Depot Inc.

N/A

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

-0.35 (-0.55%)

USD 266.08B
0QZO:LSE 0QZO

+1.40 (+1.42%)

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

+0.15 (+0.48%)

USD 218.91B
0QZ3:LSE Qualcomm Inc.

-1.90 (-1.12%)

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 6.22% 48% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.22% 48% F 53% F
Trailing 12 Months  
Capital Gain 16.29% 56% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.29% 56% F 57% F
Trailing 5 Years  
Capital Gain 19.14% 46% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.14% 46% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 8.77% 60% D- 65% D
Dividend Return 10.95% 66% D+ 69% C-
Total Return 2.18% 84% B 89% A-
Risk Return Profile  
Volatility (Standard Deviation) 16.35% 43% F 60% D-
Risk Adjusted Return 66.97% 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.