ducovest

EEMV:BATS-iShares MSCI Emerging Markets Min Vol Factor ETF (USD)

ETF | Diversified Emerging Mkts |

Last Closing

USD 58.44

Change

+0.21 (+0.36)%

Market Cap

USD 3.98B

Volume

0.15M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI Emerging Markets Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the performance of equity securities in global emerging markets that, in the aggregate, have lower volatility relative to the broader global emerging markets.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Diversified Emerging Mkts

Symbol Name Price(Change) Market Cap
HEEM iShares Currency Hedged MSCI E..

+0.07 (+0.26%)

 USD 0.38B

ETFs Containing EEMV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Diversified Emerging Mkts) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.13% 50% F 40% F
Dividend Return 3.65% 100% F 64% D
Total Return 8.78% 50% F 41% F
Trailing 12 Months  
Capital Gain 6.82% 50% F 43% F
Dividend Return 3.71% 100% F 65% D
Total Return 10.53% 50% F 46% F
Trailing 5 Years  
Capital Gain -0.20% 50% F 30% F
Dividend Return 12.68% 50% F 54% F
Total Return 12.47% 50% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain 2.28% 100% F 33% F
Dividend Return 3.89% 50% F 35% F
Total Return 1.61% 50% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 12.77% 100% F 39% F
Risk Adjusted Return 30.49% 100% F 27% F
Market Capitalization 3.98B 100% F 96% N/A

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 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.

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.