HCRD:AU:AU-BetaShares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (AUD)

ETF | Others |

Last Closing

USD 25.24

Change

0.00 (0.00)%

Market Cap

N/A

Volume

3.88K

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Neutral

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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HCRD:AU
Relative Returns (From:    To: 2025-03-15 )

Largest Industry Peers for Others

ETFs Containing HCRD: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 0.68% 74% C 66% D+
Dividend Return 0.82% 43% F 23% F
Total Return 1.50% 76% C+ 67% D+
Trailing 12 Months  
Capital Gain 4.13% 63% D 66% D+
Dividend Return 4.51% 71% C- 57% F
Total Return 8.64% 67% D+ 67% D+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.96% 34% F 44% F
Dividend Return 3.52% 35% F 43% F
Total Return 1.56% 49% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 4.22% 88% B+ 96% N/A
Risk Adjusted Return 83.30% 76% C+ 92% A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

Analyst Rating

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.