ducovest

QOZ:AU:AU-BetaShares FTSE RAFI Australia 200 ETF (AUD)

ETF | Others |

Last Closing

USD 15.85

Change

-0.05 (-0.31)%

Market Cap

USD 0.54B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: AUD

Country : Australia

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-30 )

Largest Industry Peers for Others

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

N/A

 USD 16.05B
VGS:AU Vanguard MSCI International Sh..

N/A

 USD 8.59B
IVV:AU iShares Core S&P 500 AUD

N/A

 USD 8.26B
QUAL:AU VanEck Vectors MSCI World ex A..

N/A

 USD 6.18B
IOZ:AU Ishares Core S&P/Asx 200

N/A

 USD 5.96B
STW:AU SPDR® S&P/ASX 200 Fund

N/A

 USD 5.50B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

N/A

 USD 4.86B
NDQ:AU Betashares Nasdaq 100

N/A

 USD 4.83B
A200:AU BetaShares Australia 200

N/A

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

N/A

 USD 4.70B

ETFs Containing QOZ: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 1.73% 35% F 59% D-
Dividend Return 4.56% 87% B+ 89% A-
Total Return 6.29% 44% F 64% D
Trailing 12 Months  
Capital Gain 6.16% 51% F 68% D+
Dividend Return 4.76% 77% C+ 61% D-
Total Return 10.92% 58% F 70% C-
Trailing 5 Years  
Capital Gain 13.46% 58% F 66% D+
Dividend Return 15.69% 74% C 52% F
Total Return 29.15% 60% D- 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 5.39% 72% C 57% F
Dividend Return 8.03% 75% C 58% F
Total Return 2.64% 77% C+ 53% F
Risk Return Profile  
Volatility (Standard Deviation) 13.91% 32% F 85% B
Risk Adjusted Return 57.70% 71% C- 85% B
Market Capitalization 0.54B 66% D+ 79% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.