FAIR:AU:AU-BetaShares Australian Sustainability Leaders (AUD)

ETF | Others |

Last Closing

USD 20.88

Change

0.00 (0.00)%

Market Cap

USD 1.50B

Volume

0.02M

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: 2024-09-22 )

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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 12.26% 72% C 72% C
Dividend Return 2.10% 35% F 29% F
Total Return 14.36% 70% C- 72% C
Trailing 12 Months  
Capital Gain 18.37% 72% C 74% C
Dividend Return 2.22% 25% F 22% F
Total Return 20.59% 70% C- 73% C
Trailing 5 Years  
Capital Gain 16.19% 57% F 68% D+
Dividend Return 7.97% 30% F 23% F
Total Return 24.16% 54% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 2.49% 49% F 49% F
Dividend Return 3.90% 49% F 48% F
Total Return 1.40% 44% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 10.78% 48% F 89% A-
Risk Adjusted Return 36.15% 44% F 68% D+
Market Capitalization 1.50B 87% B+ 87% 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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.