Values as of: 2024-11-18
ETF | Others |
Last Closing
USD 44.45Change
-0.77 (-1.70)%Market Cap
USD 0.02BVolume
0.03MAnalyst Target
N/A
N/A
Verdict
BetaShares Geared U.S. Equity Fund - Currency Hedged is an equity mutual fund launched and managed by BetaShares Capital Limited. The fund invests into public equity markets of the United States. It also invests in exchange traded funds. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in stocks of large-cap companies. The fund is internally geared. BetaShares Geared U.S. Equity Fund - Currency Hedged was formed on August 17, 2015 and is domiciled in Australia.
Company Website : http://www.betashares.com.au
Currency: AUD
Country : Australia
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VAS:AU | Vanguard Australian Shares |
+0.23 (+0.22%) |
USD 16.82B |
| IVV:AU | iShares Core S&P 500 AUD |
-0.45 (-0.74%) |
USD 9.99B |
| VGS:AU | Vanguard MSCI International Sh.. |
-0.84 (-0.62%) |
USD 8.95B |
| QUAL:AU | VanEck Vectors MSCI World ex A.. |
-0.74 (-1.29%) |
USD 6.70B |
| IOZ:AU | Ishares Core S&P/Asx 200 |
+0.06 (+0.18%) |
USD 6.22B |
| STW:AU | SPDR® S&P/ASX 200 Fund |
+0.28 (+0.37%) |
USD 5.66B |
| NDQ:AU | Betashares Nasdaq 100 |
-0.58 (-1.21%) |
USD 5.22B |
| HNDQ:AU | BetaShares NASDAQ 100 ETF - Cu.. |
-0.48 (-1.14%) |
USD 4.86B |
| A200:AU | BetaShares Australia 200 |
+0.43 (+0.31%) |
USD 4.72B |
| VTS:AU | Vanguard US Total Market Share.. |
-3.67 (-0.81%) |
USD 4.71B |
N/A
| Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 46.27% | 99% | N/A | 80% | B- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 46.27% | 99% | N/A | 80% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 65.67% | 99% | N/A | 81% | B- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 65.67% | 99% | N/A | 81% | B- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 123.14% | 99% | N/A | 78% | C+ | ||
| Dividend Return | 11.39% | 43% | F | 31% | F | ||
| Total Return | 134.53% | 99% | N/A | 78% | C+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 28.17% | 99% | N/A | 74% | C | ||
| Dividend Return | 29.23% | 99% | N/A | 73% | C | ||
| Total Return | 1.05% | 38% | F | 23% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 49.01% | 3% | F | 41% | F | ||
| Risk Adjusted Return | 59.63% | 59% | D- | 84% | B | ||
| Market Capitalization | 0.02B | 2% | F | 34% | F | ||
| 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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
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.
