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

ETF | Others |

Last Closing

USD 4.6485

Change

+0.02 (+0.43)%

Market Cap

USD 0.12B

Volume

0.03M

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: 2025-02-17 )

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0R1G:LSE Home Depot Inc.

N/A

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+2.10 (+1.92%)

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0QZ3:LSE Qualcomm Inc.

+0.88 (+0.51%)

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0R24:LSE Intel Corp.

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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 7.08% 76% C+ 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.08% 76% C+ 70% C-
Trailing 12 Months  
Capital Gain 8.98% 45% F 53% F
Dividend Return 1.86% 53% F 59% D-
Total Return 10.84% 49% F 54% F
Trailing 5 Years  
Capital Gain -98.73% 3% F 2% F
Dividend Return 0.14% 24% F 34% F
Total Return -98.59% 2% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain 8.43% 56% F 61% D-
Dividend Return 13.60% 73% C 74% C
Total Return 5.17% 93% A 97% N/A
Risk Return Profile  
Volatility (Standard Deviation) 279.92% 11% F 9% A-
Risk Adjusted Return 4.86% 23% F 36% F
Market Capitalization 0.12B 52% F 29% 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.