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

ETF | Others |

Last Closing

USD 13.46

Change

-0.14 (-1.03)%

Market Cap

USD 0.07B

Volume

9.36K

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: 2024-04-29 )

Largest Industry Peers for Others

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 5.32% 54% F 65% D
Dividend Return 1.49% 60% D- 42% F
Total Return 6.81% 60% D- 67% D+
Trailing 12 Months  
Capital Gain -0.30% 27% F 59% D-
Dividend Return 7.36% 97% N/A 88% B+
Total Return 7.07% 43% F 65% D
Trailing 5 Years  
Capital Gain -2.11% 33% F 55% F
Dividend Return 18.33% 79% B- 57% F
Total Return 16.22% 47% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 4.94% 68% D+ 56% F
Dividend Return 7.17% 70% C- 56% F
Total Return 2.23% 68% D+ 45% F
Risk Return Profile  
Volatility (Standard Deviation) 12.06% 50% F 89% A-
Risk Adjusted Return 59.45% 75% 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.