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

ETF | Others |

Last Closing

USD 5.5335

Change

0.00 (0.00)%

Market Cap

USD 3.88B

Volume

0.06M

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: 2024-05-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R15:LSE SoftBank Group Corp.

N/A

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0R1E:LSE Nintendo Co. Ltd.

-0.43 (0.00%)

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0R1O:LSE Amazon.com Inc.

-1.75 (-0.94%)

USD 1,607.29B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

-0.02 (-0.17%)

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

+0.02 (+0.10%)

USD 636.40B
0R1I:LSE NVIDIA Corp.

-3.70 (-0.39%)

USD 618.20B
0R1G:LSE Home Depot Inc.

N/A

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

-13.50 (-0.66%)

USD 320.04B
0QZK:LSE Coca-Cola Co.

-0.40 (-0.63%)

USD 266.08B
0QZO:LSE 0QZO

-0.40 (-0.39%)

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 3.32% 48% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.32% 48% F 53% F
Trailing 12 Months  
Capital Gain 12.64% 62% D 66% D+
Dividend Return 2.16% 64% D 82% B
Total Return 14.80% 65% D 69% C-
Trailing 5 Years  
Capital Gain 19.06% 45% F 56% F
Dividend Return 11.37% 81% B- 86% B+
Total Return 30.44% 49% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.71% 57% F 62% D
Dividend Return 7.90% 64% D 67% D+
Total Return 2.19% 41% F 85% B
Risk Return Profile  
Volatility (Standard Deviation) 17.73% 42% F 56% F
Risk Adjusted Return 44.54% 63% D 74% 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.