ducovest

ZYUS:AU:AU-ANZ S&P 500 High Yield Low Volatility (AUD)

ETF | Others |

Last Closing

USD 13.8

Change

+0.05 (+0.36)%

Market Cap

USD 0.07B

Volume

2.62K

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: 2024-03-28 )

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 ZYUS: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 7.98% 59% D- 69% C-
Dividend Return 1.49% 79% B- 50% F
Total Return 9.47% 64% D 70% C-
Trailing 12 Months  
Capital Gain 3.92% 31% F 62% D
Dividend Return 8.72% 98% N/A 92% A
Total Return 12.63% 43% F 67% D+
Trailing 5 Years  
Capital Gain 1.62% 37% F 56% F
Dividend Return 18.55% 79% B- 56% F
Total Return 20.17% 44% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 4.87% 72% C 56% F
Dividend Return 6.92% 70% C- 56% F
Total Return 2.06% 63% D 42% F
Risk Return Profile  
Volatility (Standard Deviation) 12.10% 52% F 89% A-
Risk Adjusted Return 57.24% 77% C+ 88% B+
Market Capitalization 0.07B 17% F 54% F

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.

What to not like:
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.