VDBA:AU:AU-Vanguard Diversified Balanced (AUD)

ETF | Others |

Last Closing

USD 54.71

Change

-0.04 (-0.07)%

Market Cap

USD 0.63B

Volume

9.69K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Others

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

-0.33 (-0.34%)

USD 15.34B
IVV:AU iShares Core S&P 500 AUD

+0.22 (+0.40%)

USD 7.58B
VGS:AU Vanguard MSCI International Sh..

N/A

USD 7.51B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.47 (+0.82%)

USD 5.81B
IOZ:AU Ishares Core S&P/Asx 200

-0.10 (-0.32%)

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

-0.27 (-0.38%)

USD 5.11B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

N/A

USD 4.86B
A200:AU BetaShares Australia 200

-0.44 (-0.34%)

USD 4.72B
NDQ:AU Betashares Nasdaq 100

N/A

USD 4.58B
VTS:AU Vanguard US Total Market Share..

+1.42 (+0.35%)

USD 3.95B

ETFs Containing VDBA: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 3.19% 35% F 58% F
Dividend Return 0.70% 25% F 14% F
Total Return 3.88% 34% F 57% F
Trailing 12 Months  
Capital Gain 7.65% 50% F 66% D+
Dividend Return 1.77% 22% F 16% F
Total Return 9.42% 44% F 64% D
Trailing 5 Years  
Capital Gain 1.26% 38% F 57% F
Dividend Return 10.26% 45% F 31% F
Total Return 11.52% 36% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain -1.18% 24% F 40% F
Dividend Return 0.66% 31% F 41% F
Total Return 1.84% 58% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 5.75% 78% C+ 96% N/A
Risk Adjusted Return 11.56% 34% F 52% F
Market Capitalization 0.63B 72% C 81% B-

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:
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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.