ducovest

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

ETF | Others |

Last Closing

USD 38.93

Change

+0.08 (+0.21)%

Market Cap

USD 0.30B

Volume

0.01M

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: 2024-04-23 )

Largest Industry Peers for Others

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

N/A

 USD 14.72B
IVV:AU iShares Core S&P 500 AUD

N/A

 USD 7.65B
VGS:AU Vanguard MSCI International Sh..

N/A

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

N/A

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

N/A

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

N/A

 USD 5.14B
NDQ:AU Betashares Nasdaq 100

N/A

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

N/A

 USD 4.86B
A200:AU BetaShares Australia 200

N/A

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

N/A

 USD 3.95B

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 7.36% 72% C 71% C-
Dividend Return 1.03% 38% F 24% F
Total Return 8.40% 74% C 71% C-
Trailing 12 Months  
Capital Gain 6.45% 56% F 68% D+
Dividend Return 2.37% 34% F 24% F
Total Return 8.83% 50% F 68% D+
Trailing 5 Years  
Capital Gain 22.65% 71% C- 68% D+
Dividend Return 9.90% 43% F 29% F
Total Return 32.55% 62% D 65% D
Average Annual (5 Year Horizon)  
Capital Gain 3.39% 57% F 53% F
Dividend Return 4.70% 55% F 51% F
Total Return 1.31% 43% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 7.39% 79% B- 96% N/A
Risk Adjusted Return 63.58% 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.