WQDS:LSE:LSE-iShares MSCI World Quality Dividend UCITS ETF USD (Dist) (GBX)

ETF | Global Equity Income |

Last Closing

USD 372.5

Change

-5.55 (-1.47)%

Market Cap

USD 0.10B

Volume

0.01M

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 Equity Income

ETFs Containing WQDS:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -14.15% 95% A 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.15% 95% A 66% D+
Trailing 12 Months  
Capital Gain -9.69% 79% B- 60% D-
Dividend Return 3.26% 100% F 74% C
Total Return -6.42% 79% B- 64% D
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 3.06% 42% F 44% F
Dividend Return 4.65% 37% F 45% F
Total Return 1.59% 77% C+ 50% F
Risk Return Profile  
Volatility (Standard Deviation) 6.39% 79% B- 91% A-
Risk Adjusted Return 72.72% 58% F 80% B-
Market Capitalization 0.10B 64% D 49% F

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 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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.