HCRD:AU:AU-BetaShares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (AUD)

ETF | Others |

Last Closing

USD 24.42

Change

-0.08 (-0.33)%

Market Cap

N/A

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: 2024-07-01 )

Largest Industry Peers for Others

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

+0.25 (+0.26%)

USD 14.95B
IVV:AU iShares Core S&P 500 AUD

+0.14 (+0.26%)

USD 8.23B
VGS:AU Vanguard MSCI International Sh..

+0.29 (+0.23%)

USD 7.81B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.04 (+0.07%)

USD 6.14B
IOZ:AU Ishares Core S&P/Asx 200

+0.08 (+0.26%)

USD 5.47B
STW:AU SPDR® S&P/ASX 200 Fund

+0.19 (+0.27%)

USD 5.17B
NDQ:AU Betashares Nasdaq 100

+0.35 (+0.79%)

USD 4.94B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.45 (+1.12%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.32 (+0.25%)

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

+1.20 (+0.30%)

USD 3.95B

ETFs Containing HCRD: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 1.41% 42% F 63% D
Dividend Return 2.79% 57% F 61% D-
Total Return 4.20% 47% F 65% D
Trailing 12 Months  
Capital Gain 4.85% 44% F 65% D
Dividend Return 4.49% 72% C 55% F
Total Return 9.35% 48% F 66% 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 0.51% 36% F 45% F
Dividend Return 0.84% 31% F 41% F
Total Return 0.33% 7% C- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 2.61% 89% A- 98% N/A
Risk Adjusted Return 31.97% 46% F 67% D+
Market Capitalization N/A N/A N/A N/A N/A

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.