IWFV:LSE:LSE-iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (GBX)

ETF | Global Large-Cap Value Equity |

Last Closing

USD 1991.5

Change

-30.50 (-1.51)%

Market Cap

USD 2.07B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for Global Large-Cap Value Equity

ETFs Containing IWFV:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Large-Cap Value Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -19.61% 90% A- 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -19.61% 90% A- 51% F
Trailing 12 Months  
Capital Gain -15.30% 70% C- 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.30% 70% C- 47% F
Trailing 5 Years  
Capital Gain 11.76% 86% B+ 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.76% 86% B+ 62% D
Average Annual (5 Year Horizon)  
Capital Gain 10.45% 70% C- 73% C
Dividend Return 10.45% 70% C- 69% C-
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 13.80% 50% F 59% D-
Risk Adjusted Return 75.72% 90% A- 76% C+
Market Capitalization 2.07B 67% D+ 92% A

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.