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

ETF | Others |

Last Closing

USD 62.69

Change

0.00 (0.00)%

Market Cap

USD 9.99B

Volume

0.61M

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: 2024-12-22 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

+1.77 (+1.76%)

USD 16.85B
VGS:AU Vanguard MSCI International Sh..

+1.77 (+1.28%)

USD 9.45B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.41 (+0.71%)

USD 6.99B
IOZ:AU Ishares Core S&P/Asx 200

+0.53 (+1.63%)

USD 6.22B
STW:AU SPDR® S&P/ASX 200 Fund

+1.17 (+1.60%)

USD 5.69B
NDQ:AU Betashares Nasdaq 100

+0.83 (+1.66%)

USD 5.22B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.95 (+2.24%)

USD 4.86B
A200:AU BetaShares Australia 200

+2.30 (+1.70%)

USD 4.72B
VTS:AU Vanguard US Total Market Share..

+5.35 (+1.15%)

USD 4.71B
VHY:AU Vanguard Australian Shares Hig..

+1.33 (+1.81%)

USD 4.24B

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 34.15% 93% A 85% B
Dividend Return 1.32% 13% F 10% F
Total Return 35.48% 93% A 84% B
Trailing 12 Months  
Capital Gain 34.21% 92% A 84% B
Dividend Return 1.32% 11% F 9% A-
Total Return 35.53% 92% A 84% B
Trailing 5 Years  
Capital Gain 101.56% 98% N/A 87% B+
Dividend Return 7.62% 11% F 16% F
Total Return 109.18% 96% N/A 86% B+
Average Annual (5 Year Horizon)  
Capital Gain -9.25% 4% F 24% F
Dividend Return -8.54% 4% F 24% F
Total Return 0.71% 29% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 49.81% 2% F 41% F
Risk Adjusted Return -17.15% 13% F 28% F
Market Capitalization 9.99B 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.