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

ETF | Global Large-Cap Growth Equity | LSE

Last Closing Price

USD 37.56

Change

0.00 (0.00)%

Market Cap

USD 1.59B

Volume

0.03M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World Momentum Index.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-05 )

Largest Industry Peers for Global Large-Cap Growth Equity

Symbol Name Mer Price(Change) Market Cap
IWFM:LSE iShares Edge MSCI World Moment.. 0.30 %

N/A

USD1.59B

ETFs Containing IWMO

Symbol Name Weight Mer Price(Change) Market Cap

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 -18.06% 50% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -18.06% 50% F 65% D
Trailing 12 Months  
Capital Gain -9.03% 50% F 69% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.03% 50% F 67% D+
Trailing 5 Years  
Capital Gain 38.01% 50% F 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.01% 50% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.45% 50% F 79% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.45% 50% F 75% C
Risk Return Profile  
Volatility (Standard Deviation) 11.35% 50% F 69% D+
Risk Adjusted Return 118.57% 50% F 91% A-
Market Capitalization 1.59B 50% F 90% A-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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:
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.

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.

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.