HVLU:AU:AU- (AUD)

ETF | Others |

Last Closing

USD 27.61

Change

-0.16 (-0.58)%

Market Cap

N/A

Volume

235.00
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: 2025-05-06 )

Largest Industry Peers for Others

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

+0.38 (+0.38%)

USD 18.39B
IVV:AU iShares Core S&P 500 AUD

-0.22 (-0.38%)

USD 11.33B
VGS:AU Vanguard MSCI International Sh..

-0.50 (-0.38%)

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

-0.40 (-0.72%)

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

+0.12 (+0.37%)

USD 6.40B
VTS:AU Vanguard US Total Market Share..

-1.88 (-0.44%)

USD 5.71B
STW:AU SPDR® S&P/ASX 200 Fund

+0.29 (+0.39%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

-0.10 (-0.22%)

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

+0.14 (+0.35%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.43 (+0.32%)

USD 4.72B

ETFs Containing HVLU: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 3.29% 85% B 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.29% 83% B 67% D+
Trailing 12 Months  
Capital Gain 1.21% 34% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.21% 18% F 53% F
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 1.69% 37% F 47% F
Dividend Return 1.69% 26% F 42% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 3.74% 88% B+ 96% N/A
Risk Adjusted Return 45.16% 38% F 75% C
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:
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.