IUMD:LSE:LSE-IShares Edge MSCI USA Momentum Factor ETF (USD)

ETF | US Large-Cap Blend Equity |

Last Closing

USD 6.04

Change

-0.09 (-1.42)%

Market Cap

USD 0.45B

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for US Large-Cap Blend Equity

ETFs Containing IUMD:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Blend Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.46% 83% B 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.46% 83% B 83% B
Trailing 12 Months  
Capital Gain 24.82% 74% C 81% B-
Dividend Return 1.36% 75% C 37% F
Total Return 26.17% 86% B+ 81% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 4.20% 8% B- 47% F
Dividend Return 4.57% 10% F 44% F
Total Return 0.38% 68% D+ 35% F
Risk Return Profile  
Volatility (Standard Deviation) 7.56% 91% A- 87% B+
Risk Adjusted Return 60.50% 14% F 66% D+
Market Capitalization 0.45B 69% C- 71% C-

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:
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:
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.

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.