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

ETF | Others |

Last Closing

USD 56.25

Change

+0.43 (+0.77)%

Market Cap

USD 0.65B

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)

Compare
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 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 6.09% 50% F 66% D+
Dividend Return 1.78% 25% F 23% F
Total Return 7.87% 46% F 65% D
Trailing 12 Months  
Capital Gain 9.50% 53% F 69% C-
Dividend Return 2.32% 27% F 24% F
Total Return 11.82% 49% F 68% D+
Trailing 5 Years  
Capital Gain 0.39% 37% F 59% D-
Dividend Return 10.33% 43% F 33% F
Total Return 10.73% 33% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain -0.59% 22% F 40% F
Dividend Return 1.40% 30% F 42% F
Total Return 1.99% 63% D 41% F
Risk Return Profile  
Volatility (Standard Deviation) 6.23% 77% C+ 95% A
Risk Adjusted Return 22.50% 30% F 58% F
Market Capitalization 0.65B 73% 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:
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:
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.