IUVF:LSE:LSE-iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) GBP (GBX)

ETF | Others |

Last Closing

USD 785

Change

+3.50 (+0.45)%

Market Cap

USD 2.00B

Volume

4.60K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI USA Enhanced Value Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R1O:LSE Amazon.com Inc.

-0.50 (-0.22%)

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

+3.06 (+2.24%)

USD 618.20B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.12 (+0.67%)

USD 562.96B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

+0.06 (+0.46%)

USD 562.96B
0R1G:LSE Home Depot Inc.

N/A

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

+0.30 (+0.48%)

USD 266.08B
0QZO:LSE 0QZO

+0.30 (+0.27%)

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

+0.22 (+0.75%)

USD 211.57B
0QZ3:LSE Qualcomm Inc.

-0.21 (-0.13%)

USD 202.26B
0R24:LSE Intel Corp.

+0.24 (+1.20%)

USD 196.14B

ETFs Containing IUVF: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 8.41% 59% D- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.41% 57% F 60% D-
Trailing 12 Months  
Capital Gain 9.96% 59% D- 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.96% 58% F 61% D-
Trailing 5 Years  
Capital Gain 36.52% 63% D 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.52% 61% D- 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.70% 68% D+ 71% C-
Dividend Return 11.70% 67% D+ 70% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.23% 51% F 68% D+
Risk Adjusted Return 82.20% 81% B- 88% B+
Market Capitalization 2.00B 88% B+ 57% 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:
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.

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:

There is nothing we particularly dislike