WVOL:AU:AU-iShares Edge MSCI World Minimum Volatility ETF (AUD)

ETF | Others |

Last Closing

USD 38.63

Change

-0.05 (-0.13)%

Market Cap

USD 0.30B

Volume

117.00

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: 2024-04-15 )

Largest Industry Peers for Others

ETFs Containing WVOL: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 6.54% 59% D- 66% D+
Dividend Return 1.03% 38% F 24% F
Total Return 7.57% 61% D- 66% D+
Trailing 12 Months  
Capital Gain 5.84% 53% F 68% D+
Dividend Return 2.38% 34% F 24% F
Total Return 8.21% 44% F 67% D+
Trailing 5 Years  
Capital Gain 23.70% 69% C- 67% D+
Dividend Return 10.06% 43% F 29% F
Total Return 33.76% 60% D- 65% D
Average Annual (5 Year Horizon)  
Capital Gain 3.36% 58% F 53% F
Dividend Return 4.66% 55% F 51% F
Total Return 1.30% 43% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 7.40% 79% B- 95% A
Risk Adjusted Return 63.02% 79% B- 90% A-
Market Capitalization 0.30B 49% F 73% C

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.