IWVU:LSE:LSE-iShares Edge MSCI World Value Factor UCITS USD Dist (USD)

ETF | Others |

Last Closing

USD 5.418

Change

-0.01 (-0.27)%

Market Cap

USD 3.88B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-04-17 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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0R1O:LSE Amazon.com Inc.

N/A

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0R1I:LSE NVIDIA Corp.

+4.95 (+0.57%)

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LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

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LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

+0.03 (+0.15%)

USD 617.54B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
XDJP:LSE Xtrackers Nikkei 225 UCITS ETF..

-7.25 (-0.36%)

USD 348.03B
0QZK:LSE Coca-Cola Co.

+0.70 (+1.15%)

USD 266.08B
0QZO:LSE 0QZO

-1.40 (-1.24%)

USD 258.54B

ETFs Containing IWVU: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 1.17% 51% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.17% 50% F 53% F
Trailing 12 Months  
Capital Gain 8.99% 62% D 65% D
Dividend Return 2.13% 64% D 82% B
Total Return 11.13% 65% D 67% D+
Trailing 5 Years  
Capital Gain 15.63% 46% F 57% F
Dividend Return 11.28% 82% B 86% B+
Total Return 26.91% 50% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.24% 55% F 61% D-
Dividend Return 7.44% 63% D 66% D+
Total Return 2.20% 41% F 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 17.98% 41% F 55% F
Risk Adjusted Return 41.39% 62% D 73% C
Market Capitalization 3.88B 93% A 80% 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:
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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.