BBOZ:AU:AU-BetaShares Australian Equities Strong Bear Hedge (AUD)

ETF | Others |

Last Closing

USD 26.26

Change

+0.49 (+1.90)%

Market Cap

N/A

Volume

0.37M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The responsible entity intends to implement the investment strategy by investing the assets of the fund into cash and cash equivalents and selling equity index futures contracts (i.e. ASX SPI 200 futures).

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Others

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

-0.84 (-0.82%)

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

+0.42 (+0.71%)

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

+0.56 (+0.42%)

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

+0.44 (+0.78%)

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

-0.28 (-0.84%)

USD 6.18B
STW:AU SPDR® S&P/ASX 200 Fund

-0.60 (-0.81%)

USD 5.58B
NDQ:AU Betashares Nasdaq 100

+0.70 (+1.52%)

USD 5.22B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.47 (+1.14%)

USD 4.86B
A200:AU BetaShares Australia 200

-1.11 (-0.81%)

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

+3.01 (+0.69%)

USD 4.71B

ETFs Containing BBOZ: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 763.82% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 763.82% 100% F 87% B+
Trailing 12 Months  
Capital Gain 558.15% 99% N/A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 558.15% 99% N/A 85% B
Trailing 5 Years  
Capital Gain 166.33% 99% N/A 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 166.33% 99% N/A 73% C
Average Annual (5 Year Horizon)  
Capital Gain -10.79% 2% F 23% F
Dividend Return -10.79% 1% F 22% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 88.78% 1% F 27% F
Risk Adjusted Return -12.15% 17% F 31% F
Market Capitalization N/A N/A N/A N/A N/A

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.

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.