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

ETF | Others |

Last Closing

USD 5.844

Change

0.00 (-0.03)%

Market Cap

USD 0.12B

Volume

0.16M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-02 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XNIF:LSE Xtrackers Nifty 50 Swap UCITS ..

-414.00 (-2.04%)

USD 292,109.69B
XNID:LSE Xtrackers Nifty 50 Swap UCITS ..

-2.54 (-0.97%)

USD 292,109.69B
0R1O:LSE Amazon.com Inc.

-12.20 (-6.34%)

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

-0.62 (-3.49%)

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

-0.64 (-4.67%)

USD 636.56B
0R1I:LSE NVIDIA Corp.

-6.49 (-5.96%)

USD 618.20B
0R1G:LSE Home Depot Inc.

N/A

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

+1.85 (+2.57%)

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

-1.02 (-3.41%)

USD 259.48B
0QZO:LSE 0QZO

-6.35 (-6.50%)

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 7.17% 83% B 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.17% 83% B 77% C+
Trailing 12 Months  
Capital Gain 2.87% 47% F 53% F
Dividend Return 1.78% 55% F 61% D-
Total Return 4.65% 50% F 55% F
Trailing 5 Years  
Capital Gain 74.33% 58% F 65% D
Dividend Return 19.75% 80% B- 90% A-
Total Return 94.08% 66% D+ 72% C
Average Annual (5 Year Horizon)  
Capital Gain 8.72% 58% F 63% D
Dividend Return 11.07% 66% D+ 69% C-
Total Return 2.34% 85% B 94% A
Risk Return Profile  
Volatility (Standard Deviation) 15.03% 45% F 64% D
Risk Adjusted Return 73.65% 71% C- 82% B
Market Capitalization 0.12B 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.