DBBF:AU:AU-BetaShares Ethical Diversified Balanced ETF (AUD)

ETF | Others |

Last Closing

USD 25.13

Change

-0.04 (-0.16)%

Market Cap

USD 0.03B

Volume

12.00

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: 2024-06-27 )

Largest Industry Peers for Others

ETFs Containing DBBF: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 3.67% 48% F 66% D+
Dividend Return 0.56% 17% F 9% A-
Total Return 4.23% 46% F 65% D
Trailing 12 Months  
Capital Gain 6.48% 47% F 66% D+
Dividend Return 2.51% 34% F 25% F
Total Return 9.00% 46% F 65% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.03% 30% F 43% F
Dividend Return 0.63% 29% F 40% F
Total Return 0.60% 11% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 8.58% 62% D 93% A
Risk Adjusted Return 7.40% 25% F 47% F
Market Capitalization 0.03B 5% F 42% 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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.