The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI United Kingdom US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track the performance of the United Kingdom equity markets, while mitigating exposure to fluctuations between the value of the U.S. dollar and British pound sterling. It will invest at least 80% of its total assets in component securities of the underlying index. The fund is non-diversified.
Inception Date: 01/10/2013
Primary Benchmark: MSCI United Kingdom 100% Hedged NR USD
Primary Index: MSCI ACWI Ex USA NR USD
Gross Expense Ratio: 0.45%
Management Expense Ratio: 0.45 %
|EWY||iShares Inc MSCI South Korea||0.59 %||
|EWC||iShares MSCI Canada Index Fund||0.47 %||
|EWG||iShares MSCI Germany Index Fun..||0.47 %||
|EWU||iShares MSCI United Kingdom||0.47 %||
|RSX||VanEck Vectors Russia||0.67 %||
|EWA||iShares MSCI Australia Index F..||0.47 %||
|EWW||iShares Inc MSCI Mexico||0.47 %||
|EWP||iShares Inc MSCI Spain||0.47 %||
|EWL||iShares Inc MSCI Switzerland||0.47 %||
|EIDO||iShares MSCI Indonesia||0.59 %||
|Market Performance vs.
Industry/Classification (Miscellaneous Region)
|Market Performance vs. Exchange (NYSE Arca)|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||6.90%||88%||B+||81%||B-|
|Risk Adjusted Return||35.38%||75%||C||45%||F|
|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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
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.
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.
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.