MINV:LSE:LSE-iShares VI Public Limited Company - iShares Edge MSCI World Minimum Volatility UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 5276.5

Change

-10.50 (-0.20)%

Market Cap

N/A

Volume

6.71K

Analyst Target

N/A
Analyst Rating

N/A

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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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 12.70% 69% C- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.70% 68% D+ 68% D+
Trailing 12 Months  
Capital Gain 13.94% 68% D+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.94% 67% D+ 68% D+
Trailing 5 Years  
Capital Gain 30.77% 59% D- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.77% 56% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.48% 51% F 57% F
Dividend Return 6.48% 50% F 56% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 5.73% 87% B+ 93% A
Risk Adjusted Return 113.08% 96% N/A 98% N/A
Market Capitalization N/A N/A N/A N/A N/A

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.