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

ETF | Others |

Last Closing

USD 63.7

Change

0.00 (0.00)%

Market Cap

USD 11.24B

Volume

0.35M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-22 )

Largest Industry Peers for Others

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 0.73% 41% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.73% 31% F 45% F
Trailing 12 Months  
Capital Gain 23.31% 89% A- 76% C+
Dividend Return 0.89% 9% A- 6% D-
Total Return 24.19% 88% B+ 76% C+
Trailing 5 Years  
Capital Gain 90.98% 97% N/A 84% B
Dividend Return 7.11% 9% A- 14% F
Total Return 98.09% 96% N/A 84% B
Average Annual (5 Year Horizon)  
Capital Gain -7.97% 4% F 26% F
Dividend Return -7.24% 4% F 26% F
Total Return 0.73% 23% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 50.47% 2% F 40% F
Risk Adjusted Return -14.35% 13% F 29% F
Market Capitalization 11.24B 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.