iShares Edge MSCI World Quality Factor UCITS ETF USD (Acc) | IWQU

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Edge MSCI World Quality Factor UCITS ETF USD (Acc) | IWQU
  • Morningstar Gbl TME NR USD
%
Volatility Measurements31/01/2024
 
3-Yr Std Dev12.29 %
3-Yr Mean Return12.70 %
 
3-Yr Sharpe Ratio0.81
 
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Morningstar Gbl TME NR USD  MSCI World NR USD
3-Yr Beta1.051.02
3-Yr Alpha2.600.94
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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