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

ETF | Others |

Last Closing

USD 54.87

Change

-0.07 (-0.13)%

Market Cap

USD 8.23B

Volume

0.20M

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: 2024-07-04 )

Largest Industry Peers for Others

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 17.42% 94% A 82% B
Dividend Return 0.94% 9% A- 13% F
Total Return 18.36% 92% A 82% B
Trailing 12 Months  
Capital Gain 23.78% 88% B+ 80% B-
Dividend Return 1.38% 14% F 11% F
Total Return 25.16% 87% B+ 80% B-
Trailing 5 Years  
Capital Gain -87.19% 1% F 11% F
Dividend Return 3.42% 5% F 7% C-
Total Return -83.77% 1% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain -11.43% 3% F 23% F
Dividend Return -10.69% 3% F 24% F
Total Return 0.75% 18% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 48.58% 2% F 40% F
Risk Adjusted Return -22.00% 16% F 30% F
Market Capitalization 8.23B 99% N/A 96% N/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.