IESG:AU:AU-iShares Core MSCI Australia ESG Leaders ETF (AUD)

ETF | Others |

Last Closing

USD 29.3

Change

-0.15 (-0.51)%

Market Cap

N/A

Volume

3.60K

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: 2024-07-30 )

Largest Industry Peers for Others

ETFs Containing IESG: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 6.12% 54% F 66% D+
Dividend Return 1.81% 25% F 32% F
Total Return 7.93% 52% F 67% D+
Trailing 12 Months  
Capital Gain 10.15% 66% D+ 72% C
Dividend Return 3.09% 45% F 36% F
Total Return 13.24% 65% D 72% C
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 1.56% 44% F 48% F
Dividend Return 1.75% 36% F 44% F
Total Return 0.19% 10% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 4.23% 85% B 97% N/A
Risk Adjusted Return 41.43% 50% F 73% C
Market Capitalization N/A N/A N/A N/A 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:
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.