IUSF:LSE:LSE-iShares IV Public Limited Company - iShares Edge MSCI USA Size Factor UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 864.375

Change

+10.88 (+1.27)%

Market Cap

USD 0.30B

Volume

0.02M

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: 2025-05-16 )

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ETFs Containing IUSF: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 -5.08% 18% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.08% 17% F 26% F
Trailing 12 Months  
Capital Gain 3.30% 44% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.30% 38% F 49% F
Trailing 5 Years  
Capital Gain 84.73% 70% C- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 84.73% 67% D+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.03% 71% C- 72% C
Dividend Return 11.03% 70% C- 71% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.10% 45% F 65% D
Risk Adjusted Return 78.22% 76% C+ 85% B
Market Capitalization 0.30B 65% D 38% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(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.