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

ETF | Others |

Last Closing

USD 51.44

Change

0.00 (0.00)%

Market Cap

USD 7.65B

Volume

0.18M

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: 2024-05-04 )

Largest Industry Peers for Others

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

-0.42 (-0.43%)

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

+1.07 (+0.87%)

USD 7.71B
IOZ:AU Ishares Core S&P/Asx 200

-0.15 (-0.47%)

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

+0.69 (+1.26%)

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

-0.26 (-0.37%)

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

+0.30 (+0.77%)

USD 4.86B
A200:AU BetaShares Australia 200

-0.63 (-0.48%)

USD 4.72B
NDQ:AU Betashares Nasdaq 100

+0.63 (+1.48%)

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

+3.83 (+0.97%)

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

-0.66 (-0.90%)

USD 3.69B

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 10.08% 84% B 75% C
Dividend Return 0.64% 23% F 13% F
Total Return 10.72% 84% B 75% C
Trailing 12 Months  
Capital Gain 27.42% 92% A 83% B
Dividend Return 1.64% 20% F 14% F
Total Return 29.06% 92% A 83% B
Trailing 5 Years  
Capital Gain -87.67% 1% F 11% F
Dividend Return 4.02% 5% F 7% C-
Total Return -83.64% 1% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain -12.11% 3% F 22% F
Dividend Return -11.34% 4% F 23% F
Total Return 0.77% 19% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 48.18% 2% F 41% F
Risk Adjusted Return -23.54% 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.