IUMD:LSE:LSE-iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) (USD)

ETF | US Large-Cap Blend Equity |

Last Closing

USD 5.7485

Change

-0.04 (-0.73)%

Market Cap

USD 0.36B

Volume

0.09M

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: 2020-05-29 )

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 -0.58% 70% C- 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.58% 70% C- 76% C+
Trailing 12 Months  
Capital Gain 9.99% 55% F 82% B
Dividend Return 1.26% 65% D 42% F
Total Return 11.24% 73% C 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 4.75% 8% B- 47% F
Dividend Return 5.26% 10% F 44% F
Total Return 0.51% 68% D+ 35% F
Risk Return Profile  
Volatility (Standard Deviation) 8.56% 91% A- 87% B+
Risk Adjusted Return 61.48% 14% F 66% D+
Market Capitalization 0.36B 61% D- 69% 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.