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

ETF | Others |

Last Closing

USD 54.73

Change

-0.18 (-0.33)%

Market Cap

USD 0.63B

Volume

0.04M

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 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 3.23% 47% F 66% D+
Dividend Return 0.70% 23% F 13% F
Total Return 3.92% 42% F 64% D
Trailing 12 Months  
Capital Gain 7.00% 50% F 67% D+
Dividend Return 1.76% 21% F 15% F
Total Return 8.75% 45% F 65% D
Trailing 5 Years  
Capital Gain -0.67% 37% F 57% F
Dividend Return 10.06% 45% F 31% F
Total Return 9.39% 35% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain -1.00% 22% F 40% F
Dividend Return 0.89% 33% F 42% F
Total Return 1.89% 59% D- 38% F
Risk Return Profile  
Volatility (Standard Deviation) 5.90% 73% C 95% A
Risk Adjusted Return 15.08% 28% F 53% 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:

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.