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

ETF | Others |

Last Closing

USD 15.85

Change

-0.06 (-0.38)%

Market Cap

USD 0.53B

Volume

0.61M

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 QOZ:AU

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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 1.73% 38% F 63% D
Dividend Return 1.95% 71% C- 48% F
Total Return 3.68% 41% F 64% D
Trailing 12 Months  
Capital Gain 7.68% 54% F 68% D+
Dividend Return 4.97% 81% B- 62% D
Total Return 12.64% 62% D 70% C-
Trailing 5 Years  
Capital Gain 11.15% 54% F 64% D
Dividend Return 16.06% 75% C 52% F
Total Return 27.21% 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.