WVOL:AU:AU-iShares Edge MSCI World Minimum Volatility ETF (AUD)

ETF | Others |

Last Closing

USD 38.89

Change

-0.16 (-0.41)%

Market Cap

USD 0.30B

Volume

9.04K

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
IVV:AU iShares Core S&P 500 AUD

+0.42 (+0.71%)

USD 8.73B
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

ETFs Containing WVOL: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 7.25% 55% F 67% D+
Dividend Return 1.03% 37% F 23% F
Total Return 8.29% 57% F 67% D+
Trailing 12 Months  
Capital Gain 6.55% 44% F 65% D
Dividend Return 2.38% 33% F 23% F
Total Return 8.92% 42% F 65% D
Trailing 5 Years  
Capital Gain 19.96% 64% D 67% D+
Dividend Return 9.69% 41% F 29% F
Total Return 29.65% 56% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 3.47% 57% F 52% F
Dividend Return 4.81% 54% F 51% F
Total Return 1.35% 44% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 7.38% 79% B- 96% N/A
Risk Adjusted Return 65.22% 78% C+ 91% A-
Market Capitalization 0.30B 50% F 73% C

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:
Superior risk adjusted returns

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.

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:
Below median total returns

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

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.