IUMO:SW:SW-iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) USD (USD)

ETF | Others |

Last Closing

USD 14.948

Change

0.00 (0.00)%

Market Cap

USD 0.51B

Volume

362.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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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

ETFs Containing IUMO:SW

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 33.46% 92% A 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.46% 92% A 92% A
Trailing 12 Months  
Capital Gain 33.46% 92% A 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.46% 92% A 92% A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 17.23% 94% A 93% A
Dividend Return 17.23% 94% A 93% A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 18.86% 12% F 21% F
Risk Adjusted Return 91.38% 77% C+ 80% B-
Market Capitalization 0.51B 59% D- 55% F

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.

What to not like:
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.