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

ETF | Others |

Last Closing

USD 5.865

Change

+0.02 (+0.29)%

Market Cap

USD 0.13B

Volume

3.72K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-25 )

Largest Industry Peers for Others

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

+0.10 (+0.54%)

USD 588.35B
0R1G:LSE Home Depot Inc.

N/A

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

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USD 266.08B
PRJU:LSE Amundi Index Solutions - Amund..

+0.16 (+0.54%)

USD 260.39B
0QZO:LSE 0QZO

-0.30 (-0.27%)

USD 258.54B
0QZ3:LSE Qualcomm Inc.

-2.89 (-1.76%)

USD 202.26B
0R24:LSE Intel Corp.

-1.31 (-5.34%)

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 7.56% 83% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.56% 83% B 75% C
Trailing 12 Months  
Capital Gain 7.84% 49% F 54% F
Dividend Return 1.86% 54% F 59% D-
Total Return 9.70% 52% F 56% F
Trailing 5 Years  
Capital Gain 35.58% 52% F 62% D
Dividend Return 15.30% 77% C+ 89% A-
Total Return 50.89% 59% D- 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.51% 59% D- 64% D
Dividend Return 11.81% 66% D+ 69% C-
Total Return 2.30% 85% B 93% A
Risk Return Profile  
Volatility (Standard Deviation) 15.89% 45% F 62% D
Risk Adjusted Return 74.35% 72% C 83% B
Market Capitalization 0.13B 54% F 30% 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.