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

ETF | Others |

Last Closing

USD 4.3507

Change

0.00 (0.00)%

Market Cap

USD 0.12B

Volume

0.01M

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: 2024-12-28 )

Largest Industry Peers for Others

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

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0R1I:LSE NVIDIA Corp.

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

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

N/A

USD 562.96B
0R1G:LSE Home Depot Inc.

N/A

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

N/A

USD 266.08B
0QZO:LSE 0QZO

N/A

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

N/A

USD 239.13B
0QZ3:LSE Qualcomm Inc.

N/A

USD 202.26B
0R24:LSE Intel Corp.

N/A

USD 196.14B

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 3.53% 41% F 49% F
Dividend Return 1.88% 53% F 59% D-
Total Return 5.42% 45% F 52% F
Trailing 12 Months  
Capital Gain 3.53% 41% F 49% F
Dividend Return 1.88% 53% F 59% D-
Total Return 5.42% 45% F 52% F
Trailing 5 Years  
Capital Gain -98.81% 2% F 2% F
Dividend Return 0.14% 24% F 35% F
Total Return -98.67% 2% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain 4.79% 44% F 52% F
Dividend Return 9.94% 61% D- 65% D
Total Return 5.14% 94% A 97% N/A
Risk Return Profile  
Volatility (Standard Deviation) 280.65% 10% F 9% A-
Risk Adjusted Return 3.54% 23% F 36% F
Market Capitalization 0.12B 54% 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.