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

ETF | Others |

Last Closing

USD 5.736

Change

+0.04 (+0.70)%

Market Cap

USD 0.12B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-11 )

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0R1G:LSE Home Depot Inc.

N/A

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-1.10 (-1.01%)

USD 258.54B
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+0.01 (+0.02%)

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0QZ3:LSE Qualcomm Inc.

-0.46 (-0.27%)

USD 202.26B
0R24:LSE Intel Corp.

+1.68 (+8.50%)

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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 5.19% 70% C- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.19% 70% C- 66% D+
Trailing 12 Months  
Capital Gain 8.52% 42% F 50% F
Dividend Return 1.91% 53% F 59% D-
Total Return 10.44% 44% F 52% F
Trailing 5 Years  
Capital Gain 19.10% 45% F 58% F
Dividend Return 13.74% 75% C 87% B+
Total Return 32.84% 53% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.47% 59% D- 64% D
Dividend Return 11.76% 66% D+ 69% C-
Total Return 2.28% 85% B 94% A
Risk Return Profile  
Volatility (Standard Deviation) 15.91% 45% F 62% D
Risk Adjusted Return 73.90% 72% 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.