QOZ:AU:AU-BetaShares FTSE RAFI Australia 200 ETF (AUD)

ETF | Others |

Last Closing

USD 15.93

Change

+0.05 (+0.31)%

Market Cap

USD 0.53B

Volume

0.05M

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: 2024-06-21 )

Largest Industry Peers for Others

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

+1.00 (+0.98%)

USD 16.05B
VGS:AU Vanguard MSCI International Sh..

+1.30 (+1.04%)

USD 8.59B
IVV:AU iShares Core S&P 500 AUD

+0.53 (+0.95%)

USD 8.26B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.71 (+1.32%)

USD 6.31B
IOZ:AU Ishares Core S&P/Asx 200

+0.32 (+0.97%)

USD 6.10B
STW:AU SPDR® S&P/ASX 200 Fund

+0.72 (+0.97%)

USD 5.68B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.62 (+1.54%)

USD 4.86B
NDQ:AU Betashares Nasdaq 100

+0.79 (+1.84%)

USD 4.83B
A200:AU BetaShares Australia 200

+1.51 (+1.10%)

USD 4.72B
VTS:AU Vanguard US Total Market Share..

+3.26 (+0.79%)

USD 4.70B

ETFs Containing QOZ: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 2.25% 40% F 62% D
Dividend Return 1.95% 75% C 52% F
Total Return 4.19% 42% F 63% D
Trailing 12 Months  
Capital Gain 10.17% 54% F 68% D+
Dividend Return 5.05% 83% B 62% D
Total Return 15.22% 62% D 70% C-
Trailing 5 Years  
Capital Gain 12.18% 55% F 63% D
Dividend Return 16.13% 73% C 51% F
Total Return 28.31% 59% D- 65% D
Average Annual (5 Year Horizon)  
Capital Gain 4.83% 71% C- 56% F
Dividend Return 7.43% 74% C 56% F
Total Return 2.59% 75% C 51% F
Risk Return Profile  
Volatility (Standard Deviation) 14.20% 32% F 85% B
Risk Adjusted Return 52.31% 70% C- 83% B
Market Capitalization 0.53B 66% D+ 80% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.