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

ETF | Others |

Last Closing

USD 836

Change

+13.25 (+1.61)%

Market Cap

USD 0.19B

Volume

5.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-07 )

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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 5.21% 52% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.21% 51% F 55% F
Trailing 12 Months  
Capital Gain 22.04% 77% C+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.04% 77% C+ 76% C+
Trailing 5 Years  
Capital Gain 68.21% 77% C+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 68.21% 75% C 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.03% 75% C 75% C
Dividend Return 11.03% 74% C 75% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.93% 44% F 58% F
Risk Adjusted Return 65.16% 81% B- 87% B+
Market Capitalization 0.19B 54% F 47% 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.