ducovest

IWMO:LSE:LSE-iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (USD)

ETF | Global Large-Cap Growth Equity |

Last Closing

USD 47.26

Change

-0.87 (-1.81)%

Market Cap

USD 1.17B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : UK

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for Global Large-Cap Growth Equity

ETFs Containing IWMO:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Large-Cap Growth Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.10% 50% F 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.10% 50% F 78% C+
Trailing 12 Months  
Capital Gain 24.66% 50% F 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.66% 50% F 79% B-
Trailing 5 Years  
Capital Gain 79.05% 50% F 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 79.05% 50% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.68% 50% F 79% B-
Dividend Return 12.68% 50% F 75% C
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 11.56% 50% F 69% C-
Risk Adjusted Return 109.66% 50% F 91% A-
Market Capitalization 1.17B 50% F 85% B

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.