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

ETF | Others |

Last Closing

USD 54.79

Change

-0.41 (-0.74)%

Market Cap

USD 0.68B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-22 )

Largest Industry Peers for Others

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

-0.04 (-0.04%)

USD 18.39B
IVV:AU iShares Core S&P 500 AUD

-2.32 (-4.15%)

USD 11.33B
VGS:AU Vanguard MSCI International Sh..

-4.08 (-3.20%)

USD 10.39B
QUAL:AU VanEck Vectors MSCI World ex A..

-1.68 (-3.15%)

USD 7.35B
IOZ:AU Ishares Core S&P/Asx 200

-0.01 (-0.03%)

USD 6.40B
VTS:AU Vanguard US Total Market Share..

-16.89 (-4.11%)

USD 5.71B
STW:AU SPDR® S&P/ASX 200 Fund

-0.03 (-0.04%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

-1.94 (-4.48%)

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

-1.03 (-2.77%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.03 (+0.02%)

USD 4.72B

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 -4.73% 50% F 56% F
Dividend Return 0.65% 23% F 12% F
Total Return -4.08% 47% F 55% F
Trailing 12 Months  
Capital Gain 1.97% 59% D- 65% D
Dividend Return 2.12% 25% F 19% F
Total Return 4.09% 45% F 62% D
Trailing 5 Years  
Capital Gain 4.90% 28% F 50% F
Dividend Return 21.56% 57% F 44% F
Total Return 26.46% 30% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 0.68% 29% F 44% F
Dividend Return 2.91% 34% F 44% F
Total Return 2.23% 64% D 45% F
Risk Return Profile  
Volatility (Standard Deviation) 7.04% 72% C 93% A
Risk Adjusted Return 41.34% 33% F 72% C
Market Capitalization 0.68B 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.