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

ETF | Others |

Last Closing

USD 16.3

Change

0.00 (0.00)%

Market Cap

USD 0.58B

Volume

0.03M

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: 2024-09-14 )

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 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 4.62% 42% F 63% D
Dividend Return 4.56% 87% B+ 77% C+
Total Return 9.18% 50% F 66% D+
Trailing 12 Months  
Capital Gain 10.58% 58% F 70% C-
Dividend Return 4.82% 75% C 62% D
Total Return 15.40% 67% D+ 72% C
Trailing 5 Years  
Capital Gain 15.93% 57% F 67% D+
Dividend Return 15.59% 73% C 52% F
Total Return 31.52% 61% D- 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.12% 74% C 57% F
Dividend Return 8.82% 75% C 57% F
Total Return 2.70% 76% C+ 54% F
Risk Return Profile  
Volatility (Standard Deviation) 13.50% 34% F 86% B+
Risk Adjusted Return 65.36% 73% C 89% A-
Market Capitalization 0.58B 69% C- 80% 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.