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

ETF | Others |

Last Closing

USD 57.38

Change

+0.44 (+0.77)%

Market Cap

USD 0.67B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Others

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

+1.77 (+1.76%)

USD 16.85B
IVV:AU iShares Core S&P 500 AUD

+0.88 (+1.40%)

USD 9.99B
VGS:AU Vanguard MSCI International Sh..

+1.77 (+1.28%)

USD 9.45B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.41 (+0.71%)

USD 6.99B
IOZ:AU Ishares Core S&P/Asx 200

+0.53 (+1.63%)

USD 6.22B
STW:AU SPDR® S&P/ASX 200 Fund

+1.17 (+1.60%)

USD 5.69B
NDQ:AU Betashares Nasdaq 100

+0.83 (+1.66%)

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

+0.95 (+2.24%)

USD 4.86B
A200:AU BetaShares Australia 200

+2.30 (+1.70%)

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

+5.35 (+1.15%)

USD 4.71B

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 8.22% 46% F 66% D+
Dividend Return 2.13% 26% F 21% F
Total Return 10.36% 41% F 64% D
Trailing 12 Months  
Capital Gain 8.69% 46% F 65% D
Dividend Return 2.14% 22% F 20% F
Total Return 10.84% 40% F 64% D
Trailing 5 Years  
Capital Gain 0.72% 35% F 61% D-
Dividend Return 20.25% 64% D 56% F
Total Return 20.96% 39% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 0.28% 25% F 39% F
Dividend Return 2.36% 34% F 40% F
Total Return 2.08% 69% C- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 6.95% 73% C 94% A
Risk Adjusted Return 33.88% 34% F 66% D+
Market Capitalization 0.67B 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.