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

ETF | Others |

Last Closing

USD 54.45

Change

0.00 (0.00)%

Market Cap

USD 0.63B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-07 )

Largest Industry Peers for Others

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

+0.74 (+0.75%)

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

+0.14 (+0.25%)

USD 8.26B
VGS:AU Vanguard MSCI International Sh..

+0.41 (+0.33%)

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

-0.03 (-0.05%)

USD 6.02B
IOZ:AU Ishares Core S&P/Asx 200

+0.23 (+0.71%)

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

+0.54 (+0.75%)

USD 5.21B
NDQ:AU Betashares Nasdaq 100

-0.30 (-0.67%)

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

-0.24 (-0.58%)

USD 4.86B
A200:AU BetaShares Australia 200

+1.04 (+0.78%)

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

+2.00 (+0.49%)

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 2.70% 50% F 63% D
Dividend Return 1.78% 25% F 31% F
Total Return 4.47% 46% F 64% D
Trailing 12 Months  
Capital Gain 8.21% 51% F 67% D+
Dividend Return 2.37% 28% F 22% F
Total Return 10.58% 46% F 66% D+
Trailing 5 Years  
Capital Gain -1.41% 35% F 58% F
Dividend Return 10.48% 44% F 32% F
Total Return 9.07% 36% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain -0.92% 22% F 40% F
Dividend Return 0.98% 32% F 42% F
Total Return 1.90% 63% D 40% F
Risk Return Profile  
Volatility (Standard Deviation) 5.96% 75% C 95% A
Risk Adjusted Return 16.46% 29% F 54% 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.