IWDP:LSE:LSE-iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (GBX)

ETF | Others |

Last Closing

USD 1904

Change

+3.00 (+0.16)%

Market Cap

USD 1.49B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the FTSE EPRA/NAREIT Developed Dividend + Index. In order to achieve its investment objective, the investment policy of this Fund is to invest in a portfolio of equity securities that so far as possible and practicable consists of the component securities of the FTSE EPRA/NAREIT Developed Dividend + Index, this Fund"s Benchmark Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

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ETFs Containing IWDP: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 2.56% 37% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.56% 37% F 44% F
Trailing 12 Months  
Capital Gain 12.18% 56% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.18% 56% F 56% F
Trailing 5 Years  
Capital Gain -11.87% 18% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.87% 18% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain 0.31% 25% F 36% F
Dividend Return 0.63% 26% F 37% F
Total Return 0.32% 42% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 14.97% 47% F 64% D
Risk Adjusted Return 4.21% 26% F 38% F
Market Capitalization 1.49B 86% B+ 55% 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:
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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.