IUVD:LSE:LSE-iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) (USD)

ETF | Others |

Last Closing

USD 6.501

Change

+0.10 (+1.61)%

Market Cap

USD 0.33B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Neutral

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
IUVD:LSE
Relative Returns (From:    To: 2025-03-17 )

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N/A

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ETFs Containing IUVD: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 2.20% 61% D- 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.20% 60% D- 59% D-
Trailing 12 Months  
Capital Gain 3.24% 41% F 48% F
Dividend Return 1.12% 45% F 51% F
Total Return 4.36% 40% F 47% F
Trailing 5 Years  
Capital Gain 85.90% 61% D- 67% D+
Dividend Return 16.88% 72% C 86% B+
Total Return 102.78% 66% D+ 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.06% 61% D- 66% D+
Dividend Return 11.80% 66% D+ 69% C-
Total Return 1.74% 78% C+ 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 19.70% 34% F 51% F
Risk Adjusted Return 59.90% 60% D- 74% C
Market Capitalization 0.33B 66% D+ 38% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

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