ducovest

IYLD:AU:AU-iShares Yield Plus ETF (AUD)

ETF | Others |

Last Closing

USD 99.14

Change

0.00 (0.00)%

Market Cap

USD 0.04B

Volume

253.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: AUD

Country : Australia

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-15 )

Largest Industry Peers for Others

ETFs Containing IYLD: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 0.13% 27% F 57% F
Dividend Return 2.41% 88% B+ 65% D
Total Return 2.54% 33% F 59% D-
Trailing 12 Months  
Capital Gain 1.33% 23% F 58% F
Dividend Return 4.60% 79% B- 57% F
Total Return 5.93% 33% F 60% D-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -0.77% 23% F 40% F
Dividend Return 0.43% 29% F 40% F
Total Return 1.20% 38% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 2.49% 87% B+ 98% N/A
Risk Adjusted Return 17.21% 30% F 54% F
Market Capitalization 0.04B 9% A- 47% F

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:
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.

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.