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

ETF | Others |

Last Closing

USD 54.25

Change

+0.08 (+0.15)%

Market Cap

USD 0.63B

Volume

0.02M

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: 2024-07-03 )

Largest Industry Peers for Others

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

-0.10 (-0.10%)

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

-0.07 (-0.13%)

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

+0.02 (+0.02%)

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

-0.07 (-0.22%)

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

-0.11 (-0.16%)

USD 5.17B
NDQ:AU Betashares Nasdaq 100

-0.07 (-0.16%)

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

+0.05 (+0.12%)

USD 4.86B
A200:AU BetaShares Australia 200

-0.18 (-0.14%)

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

-0.68 (-0.17%)

USD 3.95B

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 2.32% 51% F 65% D
Dividend Return 1.78% 25% F 31% F
Total Return 4.10% 48% F 64% D
Trailing 12 Months  
Capital Gain 6.31% 50% F 67% D+
Dividend Return 2.34% 28% F 22% F
Total Return 8.65% 45% F 66% D+
Trailing 5 Years  
Capital Gain -2.34% 36% F 57% F
Dividend Return 10.42% 43% F 32% F
Total Return 8.08% 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.