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

ETF | Others |

Last Closing

USD 30.08

Change

+0.04 (+0.13)%

Market Cap

N/A

Volume

5.49K

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: 2025-06-03 )

Largest Industry Peers for Others

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

+0.93 (+0.88%)

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

+0.54 (+0.88%)

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

+0.93 (+0.67%)

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

+0.30 (+0.52%)

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

+0.29 (+0.85%)

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

+4.44 (+0.99%)

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

+0.66 (+0.86%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

+0.57 (+1.16%)

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

+0.49 (+1.13%)

USD 4.86B
A200:AU BetaShares Australia 200

+1.23 (+0.87%)

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 1.66% 54% F 59% D-
Dividend Return 0.62% 21% F 11% F
Total Return 2.28% 46% F 57% F
Trailing 12 Months  
Capital Gain 7.24% 54% F 63% D
Dividend Return 3.19% 45% F 35% F
Total Return 10.43% 54% F 64% 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 3.34% 49% F 53% F
Dividend Return 4.41% 44% F 49% F
Total Return 1.07% 27% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 5.90% 78% C+ 94% A
Risk Adjusted Return 74.76% 65% D 89% A-
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.