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

ETF | Others |

Last Closing

USD 4.3015

Change

+0.01 (+0.24)%

Market Cap

USD 0.13B

Volume

0.03M

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: 2024-12-23 )

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0R1G:LSE Home Depot Inc.

N/A

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0QZ3:LSE Qualcomm Inc.

+5.94 (+3.92%)

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0R24:LSE Intel Corp.

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ETFs Containing IWVG: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 2.36% 39% F 48% F
Dividend Return 1.88% 53% F 59% D-
Total Return 4.25% 42% F 49% F
Trailing 12 Months  
Capital Gain 3.56% 41% F 49% F
Dividend Return 1.91% 52% F 59% D-
Total Return 5.46% 45% F 52% F
Trailing 5 Years  
Capital Gain -98.85% 2% F 2% F
Dividend Return 0.14% 23% F 34% F
Total Return -98.71% 2% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain 4.30% 42% F 50% F
Dividend Return 9.44% 60% D- 64% D
Total Return 5.14% 95% A 97% N/A
Risk Return Profile  
Volatility (Standard Deviation) 280.75% 10% F 9% A-
Risk Adjusted Return 3.36% 24% F 36% F
Market Capitalization 0.13B 53% F 30% F

Annual Financials (GBP)

Quarterly Financials (GBP)

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:
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.

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.