ducovest

OZF:AU:AU-SPDR S&P/ASX 200 Financials ex AREITS (AUD)

ETF | Others |

Last Closing

USD 28.83

Change

0.00 (0.00)%

Market Cap

USD 0.12B

Volume

3.18K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: AUD

Country : Australia

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Others

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

 USD 5.69B
NDQ:AU Betashares Nasdaq 100

N/A

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

N/A

 USD 4.86B
A200:AU BetaShares Australia 200

N/A

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

N/A

 USD 4.71B

ETFs Containing OZF: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 32.07% 90% A- 83% B
Dividend Return 2.50% 32% F 26% F
Total Return 34.57% 89% A- 83% B
Trailing 12 Months  
Capital Gain 28.94% 86% B+ 81% B-
Dividend Return 5.13% 78% C+ 64% D
Total Return 34.06% 88% B+ 82% B
Trailing 5 Years  
Capital Gain 44.08% 83% B 78% C+
Dividend Return 19.67% 60% D- 54% F
Total Return 63.75% 83% B 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.19% 92% A 63% D
Dividend Return 15.60% 92% A 64% D
Total Return 2.41% 74% C 51% F
Risk Return Profile  
Volatility (Standard Deviation) 18.36% 15% F 77% C+
Risk Adjusted Return 84.98% 86% B+ 94% A
Market Capitalization 0.12B 27% F 60% D-

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.

High dividend returns

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.

What to not like:
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.