IVV:AU:AU-iShares Core S&P 500 AUD (AUD)

ETF | Others |

Last Closing

USD 52.68

Change

-0.06 (-0.11)%

Market Cap

USD 7.58B

Volume

0.25M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-05-15 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

-0.84 (-0.82%)

USD 16.82B
VGS:AU Vanguard MSCI International Sh..

+0.56 (+0.42%)

USD 8.59B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.44 (+0.78%)

USD 6.70B
IOZ:AU Ishares Core S&P/Asx 200

-0.28 (-0.84%)

USD 6.18B
STW:AU SPDR® S&P/ASX 200 Fund

-0.60 (-0.81%)

USD 5.58B
NDQ:AU Betashares Nasdaq 100

+0.70 (+1.52%)

USD 5.22B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.47 (+1.14%)

USD 4.86B
A200:AU BetaShares Australia 200

-1.11 (-0.81%)

USD 4.72B
VTS:AU Vanguard US Total Market Share..

+3.01 (+0.69%)

USD 4.71B
VHY:AU Vanguard Australian Shares Hig..

-0.85 (-1.14%)

USD 4.06B

ETFs Containing IVV:AU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.73% 83% B 76% C+
Dividend Return 0.64% 23% F 12% F
Total Return 13.37% 86% B+ 76% C+
Trailing 12 Months  
Capital Gain 27.28% 90% A- 82% B
Dividend Return 1.60% 20% F 14% F
Total Return 28.88% 92% A 82% B
Trailing 5 Years  
Capital Gain -87.44% 1% F 11% F
Dividend Return 4.00% 5% F 7% C-
Total Return -83.44% 1% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain -12.01% 4% F 23% F
Dividend Return -11.25% 4% F 23% F
Total Return 0.77% 19% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 48.24% 2% F 41% F
Risk Adjusted Return -23.32% 16% F 29% F
Market Capitalization 7.58B 99% N/A 95% A

Annual Financials (AUD)

Quarterly Financials (AUD)

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.