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

ETF | Others |

Last Closing

USD 8.6315

Change

+0.22 (+2.57)%

Market Cap

USD 0.31B

Volume

474.00

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-05-07 )

Largest Industry Peers for Others

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0R1E:LSE Nintendo Co. Ltd.

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USD 7,596.04B
0R1O:LSE Amazon.com Inc.

N/A

USD 1,607.29B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

N/A

USD 642.91B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

N/A

USD 636.40B
0R1I:LSE NVIDIA Corp.

N/A

USD 618.20B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
XDJP:LSE Xtrackers Nikkei 225 UCITS ETF..

N/A

USD 330.91B
0QZK:LSE Coca-Cola Co.

N/A

USD 266.08B

ETFs Containing IUMD: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 18.35% 94% A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.35% 94% A 88% B+
Trailing 12 Months  
Capital Gain 32.34% 90% A- 86% B+
Dividend Return 0.83% 44% F 71% C-
Total Return 33.18% 90% A- 86% B+
Trailing 5 Years  
Capital Gain 67.46% 77% C+ 80% B-
Dividend Return 4.81% 49% F 58% F
Total Return 72.26% 79% B- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.47% 67% D+ 69% C-
Dividend Return 9.18% 69% C- 70% C-
Total Return 0.72% 25% F 57% F
Risk Return Profile  
Volatility (Standard Deviation) 19.52% 37% F 51% F
Risk Adjusted Return 47.04% 64% D 76% C+
Market Capitalization 0.31B 61% D- 53% 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:

There is nothing we particularly like

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.