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

ETF | Others |

Last Closing

USD 54.75

Change

+0.04 (+0.07)%

Market Cap

USD 0.63B

Volume

8.76K

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: 2024-05-22 )

Largest Industry Peers for Others

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 3.26% 35% F 58% F
Dividend Return 0.70% 25% F 14% F
Total Return 3.96% 33% F 57% F
Trailing 12 Months  
Capital Gain 7.99% 47% F 65% D
Dividend Return 1.77% 22% F 16% F
Total Return 9.76% 43% F 64% D
Trailing 5 Years  
Capital Gain 1.46% 38% F 57% F
Dividend Return 10.27% 45% F 31% F
Total Return 11.74% 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.