DBBF:AU:AU-BetaShares Ethical Diversified Balanced ETF (AUD)

ETF | Others |

Last Closing

USD 25.95

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

N/A

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: 2025-01-07 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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VGS:AU Vanguard MSCI International Sh..

N/A

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QUAL:AU VanEck Vectors MSCI World ex A..

+0.04 (+0.07%)

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IOZ:AU Ishares Core S&P/Asx 200

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USD 6.40B
STW:AU SPDR® S&P/ASX 200 Fund

+0.26 (+0.35%)

USD 5.69B
VTS:AU Vanguard US Total Market Share..

-0.90 (-0.19%)

USD 5.38B
NDQ:AU Betashares Nasdaq 100

+0.16 (+0.31%)

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

+0.39 (+0.91%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.42 (+0.31%)

USD 4.72B

ETFs Containing DBBF: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 -1.14% 17% F 37% F
Dividend Return 0.65% 49% F 47% F
Total Return -0.49% 18% F 41% F
Trailing 12 Months  
Capital Gain 8.22% 45% F 64% D
Dividend Return 3.83% 57% F 45% F
Total Return 12.05% 45% F 64% D
Trailing 5 Years  
Capital Gain 2.21% 40% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.21% 16% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 1.25% 32% F 42% F
Dividend Return 2.19% 30% F 40% F
Total Return 0.94% 36% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 9.42% 59% D- 91% A-
Risk Adjusted Return 23.22% 24% F 57% F
Market Capitalization 0.03B 6% D- 39% F

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.