FXA:NYE-Invesco CurrencyShares® Australian Dollar Trust (USD)

ETF | Single Currency |

Last Closing

USD 68.28

Change

+0.49 (+0.72)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Single Currency

Symbol Name Price(Change) Market Cap
FXE Invesco CurrencyShares® Euro ..

+0.61 (+0.59%)

USD 0.18B
FXB Invesco CurrencyShares® Briti..

+0.62 (+0.48%)

N/A
FXC Invesco CurrencyShares® Canad..

+0.35 (+0.48%)

N/A
FXF Invesco CurrencyShares® Swiss..

+0.46 (+0.44%)

N/A
FXY Invesco CurrencyShares® Japan..

+0.09 (+0.14%)

N/A

ETFs Containing FXA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Single Currency) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.13% 67% D+ 27% F
Dividend Return 1.13% 40% F 25% F
Total Return 2.25% 67% D+ 23% F
Trailing 12 Months  
Capital Gain 7.77% 67% D+ 34% F
Dividend Return 1.31% 40% F 18% F
Total Return 9.08% 83% B 28% F
Trailing 5 Years  
Capital Gain 1.13% 67% D+ 44% F
Dividend Return 1.90% 50% F 6% D-
Total Return 3.02% 67% D+ 30% F
Average Annual (5 Year Horizon)  
Capital Gain -0.57% 50% F 33% F
Dividend Return -0.28% 50% F 23% F
Total Return 0.29% 40% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 8.49% 33% F 81% B-
Risk Adjusted Return -3.36% 50% F 23% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

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:

There is nothing we particularly like

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.