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

ETF | Others |

Last Closing

USD 56.58

Change

0.00 (0.00)%

Market Cap

USD 0.65B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Others

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 6.71% 46% F 64% D
Dividend Return 1.78% 25% F 21% F
Total Return 8.49% 42% F 63% D
Trailing 12 Months  
Capital Gain 12.00% 49% F 68% D+
Dividend Return 2.36% 27% F 23% F
Total Return 14.35% 47% F 66% D+
Trailing 5 Years  
Capital Gain 0.23% 35% F 58% F
Dividend Return 10.26% 43% F 32% F
Total Return 10.49% 31% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain -0.50% 21% F 40% F
Dividend Return 1.52% 35% F 43% F
Total Return 2.01% 63% D 41% F
Risk Return Profile  
Volatility (Standard Deviation) 6.32% 73% C 95% A
Risk Adjusted Return 24.03% 33% F 59% D-
Market Capitalization 0.65B 73% 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:

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.