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

ETF | Others |

Last Closing

USD 38.55

Change

+0.19 (+0.50)%

Market Cap

USD 0.30B

Volume

2.50K

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: 2024-05-07 )

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 6.32% 55% F 67% D+
Dividend Return 1.03% 37% F 23% F
Total Return 7.35% 57% F 67% D+
Trailing 12 Months  
Capital Gain 5.82% 43% F 66% D+
Dividend Return 2.38% 34% F 24% F
Total Return 8.20% 42% F 65% D
Trailing 5 Years  
Capital Gain 21.65% 66% D+ 67% D+
Dividend Return 9.91% 43% F 29% F
Total Return 31.56% 58% F 65% 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.