ducovest

IHVV:AU:AU-iShares S&P 500 AUD Hedged (AUD)

ETF | Others |

Last Closing

USD 55.28

Change

0.00 (0.00)%

Market Cap

USD 2.06B

Volume

0.03M

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)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Others

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

N/A

 USD 17.69B
IVV:AU iShares Core S&P 500 AUD

N/A

 USD 11.11B
VGS:AU Vanguard MSCI International Sh..

N/A

 USD 10.01B
QUAL:AU VanEck Vectors MSCI World ex A..

N/A

 USD 7.21B
IOZ:AU Ishares Core S&P/Asx 200

N/A

 USD 6.40B
STW:AU SPDR® S&P/ASX 200 Fund

N/A

 USD 5.69B
VTS:AU Vanguard US Total Market Share..

N/A

 USD 5.38B
NDQ:AU Betashares Nasdaq 100

N/A

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

N/A

 USD 4.86B
A200:AU BetaShares Australia 200

N/A

 USD 4.72B

ETFs Containing IHVV: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 24.59% 80% B- 78% C+
Dividend Return 1.12% 9% A- 8% B-
Total Return 25.71% 77% C+ 77% C+
Trailing 12 Months  
Capital Gain 24.59% 80% B- 78% C+
Dividend Return 1.12% 9% A- 8% B-
Total Return 25.71% 77% C+ 77% C+
Trailing 5 Years  
Capital Gain 36.34% 76% C+ 76% C+
Dividend Return 28.49% 90% A- 80% B-
Total Return 64.83% 82% B 79% B-
Average Annual (5 Year Horizon)  
Capital Gain -14.40% 1% F 19% F
Dividend Return -8.55% 3% F 24% F
Total Return 5.84% 98% N/A 88% B+
Risk Return Profile  
Volatility (Standard Deviation) 48.90% 3% F 42% F
Risk Adjusted Return -17.49% 12% F 28% F
Market Capitalization 2.06B 88% B+ 89% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.