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

ETF | Others |

Last Closing

USD 54.995

Change

+0.27 (+0.48)%

Market Cap

USD 0.63B

Volume

0.01M

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: 2024-06-28 )

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 3.73% 48% F 66% D+
Dividend Return 0.70% 22% F 13% F
Total Return 4.42% 44% F 65% D
Trailing 12 Months  
Capital Gain 7.71% 51% F 67% D+
Dividend Return 1.76% 20% F 15% F
Total Return 9.47% 45% F 65% D
Trailing 5 Years  
Capital Gain -0.19% 37% F 57% F
Dividend Return 10.06% 45% F 31% F
Total Return 9.87% 35% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain -0.96% 22% F 40% F
Dividend Return 0.94% 32% F 42% F
Total Return 1.89% 60% D- 38% F
Risk Return Profile  
Volatility (Standard Deviation) 5.93% 74% C 95% A
Risk Adjusted Return 15.79% 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.