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

ETF | Others |

Last Closing

USD 63.24

Change

-0.37 (-0.58)%

Market Cap

USD 11.11B

Volume

0.14M

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: 2024-12-31 )

Largest Industry Peers for Others

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

-0.46 (-0.45%)

USD 17.69B
VGS:AU Vanguard MSCI International Sh..

-0.48 (-0.34%)

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

-0.07 (-0.12%)

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

+0.14 (+0.42%)

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

+0.37 (+0.51%)

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

+0.21 (+0.04%)

USD 5.38B
NDQ:AU Betashares Nasdaq 100

-0.17 (-0.33%)

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

-0.15 (-0.35%)

USD 4.86B
A200:AU BetaShares Australia 200

-0.72 (-0.53%)

USD 4.72B
VHY:AU Vanguard Australian Shares Hig..

-0.50 (-0.67%)

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 35.33% 93% A 84% B
Dividend Return 1.32% 12% F 9% A-
Total Return 36.65% 93% A 84% B
Trailing 12 Months  
Capital Gain 35.74% 93% A 84% B
Dividend Return 0.98% 12% F 8% B-
Total Return 36.72% 93% A 84% B
Trailing 5 Years  
Capital Gain 104.91% 97% N/A 87% B+
Dividend Return 7.68% 11% F 16% F
Total Return 112.59% 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 11.11B 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.