ducovest

IJR:AU:AU-iShares Core S&P SmallCap 600 (AUD)

ETF | Others |

Last Closing

USD 164.59

Change

+1.60 (+0.98)%

Market Cap

USD 0.54B

Volume

2.39K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: AUD

Country : Australia

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-07 )

Largest Industry Peers for Others

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

N/A

 USD 15.34B
VGS:AU Vanguard MSCI International Sh..

N/A

 USD 7.71B
IVV:AU iShares Core S&P 500 AUD

N/A

 USD 7.58B
IOZ:AU Ishares Core S&P/Asx 200

N/A

 USD 5.50B
QUAL:AU VanEck Vectors MSCI World ex A..

N/A

 USD 5.47B
STW:AU SPDR® S&P/ASX 200 Fund

N/A

 USD 5.07B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

N/A

 USD 4.86B
A200:AU BetaShares Australia 200

N/A

 USD 4.72B
NDQ:AU Betashares Nasdaq 100

N/A

 USD 4.37B
VTS:AU Vanguard US Total Market Share..

N/A

 USD 3.95B

ETFs Containing IJR: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 2.15% 34% F 58% F
Dividend Return 0.41% 11% F 5% F
Total Return 2.56% 32% F 57% F
Trailing 12 Months  
Capital Gain 20.00% 79% B- 79% B-
Dividend Return 1.13% 12% F 8% B-
Total Return 21.13% 75% C 77% C+
Trailing 5 Years  
Capital Gain 45.45% 82% B 74% C
Dividend Return 4.72% 8% B- 9% A-
Total Return 50.17% 78% C+ 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.09% 91% A- 64% D
Dividend Return 10.80% 87% B+ 62% D
Total Return 0.71% 16% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 21.22% 16% F 75% C
Risk Adjusted Return 50.93% 65% D 83% B
Market Capitalization 0.54B 66% D+ 79% B-

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.