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

ETF | Others |

Last Closing

USD 54.45

Change

+0.20 (+0.37)%

Market Cap

USD 0.63B

Volume

0.03M

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: 2024-07-04 )

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 2.70% 51% F 64% D
Dividend Return 1.78% 25% F 31% F
Total Return 4.47% 47% F 64% D
Trailing 12 Months  
Capital Gain 7.54% 51% F 68% D+
Dividend Return 2.35% 28% F 23% F
Total Return 9.90% 48% F 67% D+
Trailing 5 Years  
Capital Gain -1.98% 36% F 57% F
Dividend Return 10.42% 43% F 32% F
Total Return 8.44% 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 82% 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.