IWVG:LSE:LSE-iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) (GBX)

ETF | Global Large-Cap Value Equity |

Last Closing

USD 291.8

Change

-4.28 (-1.44)%

Market Cap

USD 2.07B

Volume

3.00

Analyst Target

N/A
Analyst Rating

N/A

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: 2020-04-08 )

Largest Industry Peers for Global Large-Cap Value Equity

ETFs Containing IWVG: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 -19.96% 80% B- 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -19.96% 80% B- 50% F
Trailing 12 Months  
Capital Gain 8,079.86% 100% F 99% N/A
Dividend Return 296.78% 100% F 98% N/A
Total Return 8,376.63% 100% F 99% N/A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 3,010.43% 100% F 100% F
Dividend Return 3,122.25% 100% F 100% F
Total Return 111.81% 100% F 97% N/A
Risk Return Profile  
Volatility (Standard Deviation) 4,691.49% 10% F N/A F
Risk Adjusted Return 66.55% 50% F 61% D-
Market Capitalization 2.07B 100% F 92% A

Annual Financials (GBP)

Quarterly Financials (GBP)

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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:
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.

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.