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

ETF | Others |

Last Closing

USD 51.86

Change

-0.04 (-0.08)%

Market Cap

USD 7.65B

Volume

0.21M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-29 )

Largest Industry Peers for Others

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 10.98% 84% B 75% C
Dividend Return 0.64% 24% F 13% F
Total Return 11.62% 84% B 75% C
Trailing 12 Months  
Capital Gain 23.68% 90% A- 81% B-
Dividend Return 1.58% 20% F 14% F
Total Return 25.26% 91% A- 81% B-
Trailing 5 Years  
Capital Gain -87.69% 1% F 11% F
Dividend Return 3.98% 6% D- 7% C-
Total Return -83.71% 1% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain -12.20% 3% F 22% F
Dividend Return -11.43% 3% F 22% F
Total Return 0.77% 20% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 48.12% 3% F 41% F
Risk Adjusted Return -23.76% 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.