UIVM:ARCA-USAA MSCI International Value Momentum Blend Index

ETF | Foreign Large Value | NYSE Arca

Last Closing

USD 44.7303

Change

+0.46 (+1.04)%

Market Cap

USD 0.32B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 24/10/2017

Primary Benchmark: MSCI Wld ex USA Slct Vlu Mmtm Bld NR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.35 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-18 )

Largest Industry Peers for Foreign Large Value

Symbol Name Mer Price(Change) Market Cap
FNDF Schwab Fundamental Internation.. 0.25 %

-0.06 (-0.17%)

USD 12.41B
PXF Invesco FTSE RAFI Developed Ma.. 0.45 %

-0.15 (-0.31%)

USD 1.69B
IVLU iShares Edge MSCI Intl Value F.. 0.30 %

-0.02 (-0.07%)

USD 1.69B
HDEF Xtrackers MSCI EAFE High Divid.. 0.20 %

-0.04 (-0.16%)

USD 1.46B
DWM WisdomTree International Equit.. 0.48 %

-0.19 (-0.34%)

USD 0.57B
IQDF FlexShares International Quali.. 0.47 %

+0.01 (+0.03%)

USD 0.55B
FGD First Trust Dow Jones Global S.. 0.58 %

-0.09 (-0.40%)

USD 0.55B
DOL WisdomTree International Large.. 0.48 %

-0.17 (-0.33%)

USD 0.51B
TLTD FlexShares Morningstar Develop.. 0.39 %

-0.20 (-0.28%)

USD 0.51B
DWX SPDR® S&P International Divid.. 0.45 %

-0.13 (-0.37%)

USD 0.45B

ETFs Containing UIVM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Value) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.89% 31% F 40% F
Dividend Return N/A N/A N/A N/A F
Total Return 7.89% 23% F 35% F
Trailing 12 Months  
Capital Gain -10.32% 25% F 31% F
Dividend Return 1.09% 9% A- 17% F
Total Return -9.23% 8% B- 28% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain -5.38% 8% B- 17% F
Dividend Return -4.61% 4% F 14% F
Total Return 0.78% 13% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 6.11% 88% B+ 82% B
Risk Adjusted Return -75.33% 4% F 4% F
Market Capitalization 0.32B 65% D 42% F

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:
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:
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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.