EUMV:ARCA-iShares Edge MSCI Min Vol Europe (USD)

ETF | Europe Stock | NYSE Arca

Last Closing

USD 22.18

Change

+0.22 (+1.00)%

Market Cap

USD 0.04B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI Europe Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the performance of European developed market equity securities that, in the aggregate, have lower volatility characteristics relative to the broader European developed equity markets. The fund is non-diversified.

Inception Date: 03/06/2014

Primary Benchmark: MSCI Europe Minimum Vol (USD) NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
IITSF Intesa Sanpaolo S.p.A 1.49 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for Europe Stock

Symbol Name Mer Price(Change) Market Cap
VGK Vanguard FTSE Europe Index Fun.. 0.09 %

-0.12 (-0.18%)

USD 24.66B
IEUR iShares Core MSCI Europe ETF 0.10 %

-0.16 (-0.28%)

USD 4.37B
FEZ SPDR® EURO STOXX 50 ETF 0.29 %

-0.24 (-0.45%)

USD 2.94B
HEDJ WisdomTree Europe Hedged Equit.. 0.58 %

-0.08 (-0.17%)

USD 1.69B
IEV iShares Europe ETF 0.59 %

-0.13 (-0.23%)

USD 1.68B
DBEU Xtrackers MSCI Europe Hedged E.. 0.47 %

+0.05 (+0.12%)

USD 0.65B
HEZU iShares Currency Hedged MSCI E.. 0.03 %

-0.02 (-0.05%)

USD 0.40B
FEU SPDR STOXX Europe 50 ETF 0.29 %

-0.10 (-0.24%)

USD 0.28B
DFE WisdomTree Europe SmallCap Div.. 0.58 %

-0.03 (-0.05%)

USD 0.19B
FDD First Trust STOXX® European S.. 0.57 %

+0.04 (+0.38%)

USD 0.16B

ETFs Containing EUMV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -17.84% 100% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -17.84% 100% F 59% D-
Trailing 12 Months  
Capital Gain -11.70% 96% N/A 62% D
Dividend Return 2.46% 36% F 57% F
Total Return -9.24% 96% N/A 62% D
Trailing 5 Years  
Capital Gain -9.28% 87% B+ 59% D-
Dividend Return 13.67% 53% F 54% F
Total Return 4.39% 80% B- 55% F
Average Annual (5 Year Horizon)  
Capital Gain 2.04% 44% F 46% F
Dividend Return 5.06% 28% F 45% F
Total Return 3.02% 67% D+ 62% D
Risk Return Profile  
Volatility (Standard Deviation) 9.33% 94% A 78% C+
Risk Adjusted Return 54.23% 78% C+ 57% F
Market Capitalization 0.04B 43% F 14% 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 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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.