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

ETF | Others |

Last Closing

USD 4.3945

Change

+0.03 (+0.77)%

Market Cap

USD 0.13B

Volume

0.06M

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: 2025-04-29 )

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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 1.23% 62% D 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.23% 60% D- 60% D-
Trailing 12 Months  
Capital Gain 0.17% 32% F 45% F
Dividend Return 1.81% 54% F 62% D
Total Return 1.98% 38% F 49% F
Trailing 5 Years  
Capital Gain 43.21% 49% F 60% D-
Dividend Return 16.80% 76% C+ 88% B+
Total Return 60.01% 56% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 13.17% 76% C+ 77% C+
Dividend Return 18.36% 85% B 84% B
Total Return 5.19% 93% A 98% N/A
Risk Return Profile  
Volatility (Standard Deviation) 278.85% 9% A- 8% B-
Risk Adjusted Return 6.58% 26% F 39% F
Market Capitalization 0.13B 53% 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.