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

ETF | Others |

Last Closing

USD 823.75

Change

+9.13 (+1.12)%

Market Cap

USD 0.19B

Volume

5.92K

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: 2024-04-23 )

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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 3.67% 58% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.67% 57% F 59% D-
Trailing 12 Months  
Capital Gain 17.36% 74% C 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.36% 73% C 73% C
Trailing 5 Years  
Capital Gain 59.18% 77% C+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 59.18% 75% C 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 10.75% 74% C 75% C
Dividend Return 10.75% 73% C 74% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 17.05% 44% F 58% F
Risk Adjusted Return 63.06% 80% B- 87% B+
Market Capitalization 0.19B 55% F 48% 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.