SMLL:AU:AU-BetaShares Australian Small Companies Select Fund (AUD)

ETF | Others |

Last Closing

USD 3.61

Change

+0.03 (+0.84)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-12-24 )

Largest Industry Peers for Others

ETFs Containing SMLL:AU

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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 1.98% 28% F 58% F
Dividend Return 3.13% 45% F 38% F
Total Return 5.11% 25% F 58% F
Trailing 12 Months  
Capital Gain 3.74% 31% F 59% D-
Dividend Return 3.18% 43% F 35% F
Total Return 6.92% 29% F 59% D-
Trailing 5 Years  
Capital Gain 3.44% 39% F 62% D
Dividend Return 21.87% 73% C 62% D
Total Return 25.31% 43% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 3.76% 50% F 48% F
Dividend Return 6.31% 57% F 49% F
Total Return 2.56% 75% C 53% F
Risk Return Profile  
Volatility (Standard Deviation) 17.86% 16% F 78% C+
Risk Adjusted Return 35.35% 36% F 67% D+
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.