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

ETF | Others |

Last Closing

USD 5.6525

Change

-0.01 (-0.22)%

Market Cap

USD 0.12B

Volume

0.01M

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: 2025-01-27 )

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

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0R1G:LSE Home Depot Inc.

N/A

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0QZK:LSE Coca-Cola Co.

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0QZO:LSE 0QZO

-1.10 (-0.97%)

USD 258.54B
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0QZ3:LSE Qualcomm Inc.

+0.55 (+0.32%)

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0R24:LSE Intel Corp.

-0.99 (-4.74%)

USD 196.14B

ETFs Containing IWVU: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 3.66% 74% C 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.66% 73% C 67% D+
Trailing 12 Months  
Capital Gain 6.29% 40% F 49% F
Dividend Return 1.90% 53% F 59% D-
Total Return 8.19% 43% F 51% F
Trailing 5 Years  
Capital Gain 19.11% 46% F 59% D-
Dividend Return 13.95% 75% C 88% B+
Total Return 33.06% 54% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 9.40% 60% D- 64% D
Dividend Return 11.67% 66% D+ 69% C-
Total Return 2.26% 86% B+ 94% A
Risk Return Profile  
Volatility (Standard Deviation) 15.95% 45% F 62% D
Risk Adjusted Return 73.16% 73% C 83% B
Market Capitalization 0.12B 52% F 29% 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 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:
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.