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

ETF | Others |

Last Closing

USD 52.36

Change

-0.04 (-0.08)%

Market Cap

USD 7.65B

Volume

0.22M

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: 2024-04-17 )

Largest Industry Peers for Others

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

+0.79 (+0.84%)

USD 14.72B
VGS:AU Vanguard MSCI International Sh..

+0.10 (+0.08%)

USD 7.36B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.01 (+0.02%)

USD 5.58B
IOZ:AU Ishares Core S&P/Asx 200

+0.23 (+0.75%)

USD 5.44B
STW:AU SPDR® S&P/ASX 200 Fund

+0.57 (+0.84%)

USD 5.14B
NDQ:AU Betashares Nasdaq 100

+0.14 (+0.34%)

USD 4.86B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.34 (+0.93%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.96 (+0.76%)

USD 4.72B
VTS:AU Vanguard US Total Market Share..

-0.01 (0.00%)

USD 3.95B
VHY:AU Vanguard Australian Shares Hig..

+0.32 (+0.45%)

USD 3.54B

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 12.05% 89% A- 78% C+
Dividend Return 0.64% 24% F 13% F
Total Return 12.69% 89% A- 78% C+
Trailing 12 Months  
Capital Gain 27.24% 91% A- 83% B
Dividend Return 1.61% 20% F 14% F
Total Return 28.85% 92% A 83% B
Trailing 5 Years  
Capital Gain -87.05% 1% F 12% F
Dividend Return 4.15% 6% D- 8% B-
Total Return -82.90% 1% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain -12.38% 3% F 22% F
Dividend Return -11.60% 3% F 22% F
Total Return 0.78% 21% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 48.01% 3% F 42% F
Risk Adjusted Return -24.17% 16% F 29% F
Market Capitalization 7.65B 99% N/A 95% 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.