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

ETF | Others |

Last Closing

USD 38.29

Change

0.00 (0.00)%

Market Cap

USD 0.30B

Volume

1.33K

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: 2024-05-04 )

Largest Industry Peers for Others

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

-1.05 (-1.08%)

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

-0.96 (-0.77%)

USD 7.71B
IVV:AU iShares Core S&P 500 AUD

-0.49 (-0.91%)

USD 7.58B
IOZ:AU Ishares Core S&P/Asx 200

-0.33 (-1.04%)

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

-0.17 (-0.31%)

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

-0.81 (-1.15%)

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

-0.48 (-1.23%)

USD 4.86B
A200:AU BetaShares Australia 200

-1.34 (-1.02%)

USD 4.72B
NDQ:AU Betashares Nasdaq 100

-0.40 (-0.93%)

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

-3.96 (-0.99%)

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 5.60% 58% F 67% D+
Dividend Return 1.03% 37% F 23% F
Total Return 6.63% 62% D 68% D+
Trailing 12 Months  
Capital Gain 5.42% 44% F 66% D+
Dividend Return 2.39% 33% F 24% F
Total Return 7.81% 43% F 65% D
Trailing 5 Years  
Capital Gain 20.56% 66% D+ 67% D+
Dividend Return 9.89% 43% F 29% F
Total Return 30.45% 58% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 3.44% 57% F 52% F
Dividend Return 4.77% 54% F 50% F
Total Return 1.34% 44% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 7.38% 79% B- 95% A
Risk Adjusted Return 64.65% 78% C+ 91% 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.