ducovest

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

ETF | Others |

Last Closing

USD 64.56

Change

0.00 (0.00)%

Market Cap

USD 9.99B

Volume

0.11M

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
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
VHY:AU Vanguard Australian Shares Hig..

N/A

 USD 4.38B

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 38.16% 93% A 85% B
Dividend Return 1.32% 13% F 10% F
Total Return 39.48% 92% A 84% B
Trailing 12 Months  
Capital Gain 38.16% 93% A 85% B
Dividend Return 1.32% 13% F 10% F
Total Return 39.48% 92% A 84% B
Trailing 5 Years  
Capital Gain 108.53% 97% N/A 87% B+
Dividend Return 7.66% 11% F 16% F
Total Return 116.19% 97% N/A 86% B+
Average Annual (5 Year Horizon)  
Capital Gain -9.09% 4% F 24% F
Dividend Return -8.38% 4% F 24% F
Total Return 0.71% 28% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 49.90% 2% F 41% F
Risk Adjusted Return -16.80% 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.