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

ETF | Others |

Last Closing

USD 5.8225

Change

0.00 (0.00)%

Market Cap

USD 0.13B

Volume

7.00

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: 2025-03-02 )

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0QZK:LSE Coca-Cola Co.

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0QZO:LSE 0QZO

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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 6.78% 82% B 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.78% 82% B 74% C
Trailing 12 Months  
Capital Gain 6.25% 47% F 53% F
Dividend Return 1.84% 54% F 60% D-
Total Return 8.09% 51% F 55% F
Trailing 5 Years  
Capital Gain 36.82% 52% F 63% D
Dividend Return 15.56% 78% C+ 89% A-
Total Return 52.38% 59% D- 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.47% 59% D- 64% D
Dividend Return 11.78% 66% D+ 69% C-
Total Return 2.31% 85% B 94% A
Risk Return Profile  
Volatility (Standard Deviation) 15.89% 45% F 62% D
Risk Adjusted Return 74.18% 71% C- 82% B
Market Capitalization 0.13B 53% 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.