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

ETF | Others |

Last Closing

USD 5.934

Change

+0.11 (+1.91)%

Market Cap

USD 0.13B

Volume

0.02M

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: 2025-03-03 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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USD 292,109.69B
0R1O:LSE Amazon.com Inc.

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USD 1,607.29B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

-0.45 (-2.46%)

USD 701.81B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

-0.38 (-2.59%)

USD 636.56B
0R1I:LSE NVIDIA Corp.

-6.79 (-5.71%)

USD 618.20B
0R1G:LSE Home Depot Inc.

N/A

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

N/A

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

-0.76 (-2.47%)

USD 260.39B
0QZO:LSE 0QZO

-5.40 (-4.73%)

USD 258.54B

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 8.82% 85% B 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.82% 85% B 77% C+
Trailing 12 Months  
Capital Gain 7.97% 51% F 56% F
Dividend Return 1.84% 54% F 60% D-
Total Return 9.81% 56% F 58% F
Trailing 5 Years  
Capital Gain 37.73% 52% F 63% D
Dividend Return 15.36% 78% C+ 89% A-
Total Return 53.09% 60% 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.