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

ETF | Others |

Last Closing

USD 24.38

Change

0.00 (0.00)%

Market Cap

N/A

Volume

3.07K

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: 2024-07-05 )

Largest Industry Peers for Others

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 1.25% 41% F 60% D-
Dividend Return 2.79% 56% F 60% D-
Total Return 4.04% 44% F 62% D
Trailing 12 Months  
Capital Gain 4.68% 37% F 63% D
Dividend Return 4.49% 70% C- 54% F
Total Return 9.17% 41% F 64% 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 0.58% 36% F 45% F
Dividend Return 0.98% 32% F 42% F
Total Return 0.40% 16% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 2.81% 88% B+ 98% N/A
Risk Adjusted Return 34.83% 50% F 69% C-
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:
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.