ducovest

IWFM:LSE:LSE-iShares Edge MSCI World Momentum Factor UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 5721

Change

+84.00 (+1.49)%

Market Cap

USD 1.86B

Volume

961.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: GBX

Country : UK

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-23 )

Largest Industry Peers for Others

ETFs Containing IWFM: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 18.00% 95% A 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.00% 95% A 90% A-
Trailing 12 Months  
Capital Gain 26.40% 88% B+ 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.40% 88% B+ 84% B
Trailing 5 Years  
Capital Gain 76.90% 90% A- 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 76.90% 88% B+ 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 9.26% 69% C- 72% C
Dividend Return 9.26% 69% C- 71% C-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 12.15% 58% F 73% C
Risk Adjusted Return 76.24% 89% A- 93% A
Market Capitalization 1.86B 87% B+ 74% C

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike