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

ETF | Others |

Last Closing

USD 57.17

Change

+0.04 (+0.07)%

Market Cap

USD 0.67B

Volume

0.01M

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: 2025-01-03 )

Largest Industry Peers for Others

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 -0.59% 27% F 34% F
Dividend Return 0.65% 47% F 46% F
Total Return 0.06% 41% F 41% F
Trailing 12 Months  
Capital Gain 8.85% 44% F 64% D
Dividend Return 2.64% 32% F 27% F
Total Return 11.49% 40% F 63% D
Trailing 5 Years  
Capital Gain 0.40% 33% F 60% D-
Dividend Return 20.51% 63% D 57% F
Total Return 20.91% 37% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 0.37% 26% F 40% F
Dividend Return 2.46% 33% F 41% F
Total Return 2.09% 70% C- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 7.00% 73% C 94% A
Risk Adjusted Return 35.20% 31% F 67% D+
Market Capitalization 0.67B 72% 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.