IBAL:AU:AU-iShares Balanced ESG ETF (AUD)

ETF | Others |

Last Closing

USD 29.49

Change

+0.78 (+2.72)%

Market Cap

N/A

Volume

8.28K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-17 )

Largest Industry Peers for Others

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

+0.84 (+0.87%)

USD 17.87B
IVV:AU iShares Core S&P 500 AUD

+0.14 (+0.24%)

USD 11.60B
VGS:AU Vanguard MSCI International Sh..

+0.53 (+0.39%)

USD 10.39B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.13 (+0.23%)

USD 7.35B
IOZ:AU Ishares Core S&P/Asx 200

+0.25 (+0.79%)

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

+0.54 (+0.76%)

USD 5.57B
VTS:AU Vanguard US Total Market Share..

+1.39 (+0.32%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

+0.15 (+0.33%)

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

+0.31 (+0.79%)

USD 4.86B
A200:AU BetaShares Australia 200

+1.12 (+0.86%)

USD 4.72B

ETFs Containing IBAL: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 -0.34% 61% D- 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.34% 54% F 58% F
Trailing 12 Months  
Capital Gain 5.13% 66% D+ 66% D+
Dividend Return 3.15% 44% F 37% F
Total Return 8.29% 63% D 66% D+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 3.32% 43% F 47% F
Dividend Return 4.06% 39% F 45% F
Total Return 0.74% 21% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 6.23% 78% C+ 94% A
Risk Adjusted Return 65.07% 55% F 85% B
Market Capitalization N/A N/A N/A N/A 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.