GEAR:AU:AU-BetaShares Geared Australian Equity Hedge (AUD)

ETF | Others |

Last Closing

USD 30.8

Change

+0.86 (+2.87)%

Market Cap

USD 0.42B

Volume

0.18M

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: 2024-09-12 )

Largest Industry Peers for Others

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

+0.22 (+0.22%)

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

-0.21 (-0.17%)

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

-0.11 (-0.20%)

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

-0.11 (-0.20%)

USD 6.31B
IOZ:AU Ishares Core S&P/Asx 200

+0.10 (+0.30%)

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

+0.21 (+0.28%)

USD 5.61B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

-0.13 (-0.33%)

USD 4.86B
NDQ:AU Betashares Nasdaq 100

-0.32 (-0.74%)

USD 4.83B
A200:AU BetaShares Australia 200

+0.39 (+0.28%)

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

-1.01 (-0.24%)

USD 4.70B

ETFs Containing GEAR: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 12.49% 79% B- 75% C
Dividend Return 2.32% 41% F 35% F
Total Return 14.81% 80% B- 75% C
Trailing 12 Months  
Capital Gain 25.92% 93% A 82% B
Dividend Return 2.60% 34% F 28% F
Total Return 28.52% 94% A 82% B
Trailing 5 Years  
Capital Gain 16.58% 58% F 68% D+
Dividend Return 14.08% 65% D 46% F
Total Return 30.65% 60% D- 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.86% 89% A- 62% D
Dividend Return 12.65% 90% A- 63% D
Total Return 2.78% 79% B- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 29.41% 7% C- 61% D-
Risk Adjusted Return 43.02% 44% F 73% C
Market Capitalization 0.42B 59% D- 77% C+

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:
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.

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.