ducovest

WRLD:AU:AU-BetaShares Managed Risk Global Share (AUD)

ETF | Others |

Last Closing

USD 19.36

Change

0.00 (0.00)%

Market Cap

USD 0.05B

Volume

1.56K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

BetaShares Managed Risk Global Share Fund is an exchange-traded fund incorporated in Australia. The Fund aims to provide exposure to a passively managed, broadly diversified portfolio of global shares, generally consisting of at least 1500 of the largest companies listed on the stock exchanges of the world's major developed economies, weighted bu their market capitalisation.

Company Website : http://www.betashares.com.au

Currency: AUD

Country : Australia

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-20 )

Largest Industry Peers for Others

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

N/A

 USD 16.82B
IVV:AU iShares Core S&P 500 AUD

N/A

 USD 8.73B
VGS:AU Vanguard MSCI International Sh..

N/A

 USD 8.59B
QUAL:AU VanEck Vectors MSCI World ex A..

N/A

 USD 6.70B
IOZ:AU Ishares Core S&P/Asx 200

N/A

 USD 6.23B
STW:AU SPDR® S&P/ASX 200 Fund

N/A

 USD 5.58B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

N/A

 USD 4.86B
NDQ:AU Betashares Nasdaq 100

N/A

 USD 4.83B
A200:AU BetaShares Australia 200

N/A

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

N/A

 USD 4.67B

ETFs Containing WRLD: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 20.40% 85% B 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.40% 85% B 64% D
Trailing 12 Months  
Capital Gain 24.42% 74% C 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.42% 74% C 61% D-
Trailing 5 Years  
Capital Gain 46.11% 81% B- 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 46.11% 81% B- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.04% 82% B 59% D-
Dividend Return 8.30% 72% C 55% F
Total Return 0.26% 11% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 11.55% 42% F 88% B+
Risk Adjusted Return 71.80% 79% B- 91% A-
Market Capitalization 0.05B 13% F 49% F

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.