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

ETF | Others |

Last Closing

USD 4.254

Change

+0.02 (+0.35)%

Market Cap

USD 0.13B

Volume

1.43K

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: 2025-04-22 )

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N/A

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ETFs Containing IWVG: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 -2.01% 53% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.01% 52% F 55% F
Trailing 12 Months  
Capital Gain -4.23% 26% F 41% F
Dividend Return 1.78% 54% F 62% D
Total Return -2.45% 31% F 43% F
Trailing 5 Years  
Capital Gain -98.56% 5% F 3% F
Dividend Return 0.17% 30% F 35% F
Total Return -98.38% 5% F 3% F
Average Annual (5 Year Horizon)  
Capital Gain 12.71% 74% C 75% C
Dividend Return 17.90% 85% B 83% B
Total Return 5.19% 93% A 98% N/A
Risk Return Profile  
Volatility (Standard Deviation) 278.96% 9% A- 8% B-
Risk Adjusted Return 6.42% 26% F 38% F
Market Capitalization 0.13B 54% F 30% F

Annual Financials (GBP)

Quarterly Financials (GBP)

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.