EX20:AU:AU-BetaShares Australian Ex-20 Portfolio Diversifier (AUD)

ETF | Others |

Last Closing

USD 22.59

Change

0.00 (0.00)%

Market Cap

USD 0.27B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-17 )

Largest Industry Peers for Others

ETFs Containing EX20: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 4.34% 81% B- 66% D+
Dividend Return 1.18% 44% F 29% F
Total Return 5.52% 83% B 67% D+
Trailing 12 Months  
Capital Gain 8.50% 67% D+ 68% D+
Dividend Return 2.74% 37% F 29% F
Total Return 11.24% 65% D 68% D+
Trailing 5 Years  
Capital Gain 47.65% 60% D- 69% C-
Dividend Return 17.55% 42% F 34% F
Total Return 65.20% 54% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 4.88% 57% F 55% F
Dividend Return 6.56% 55% F 54% F
Total Return 1.68% 47% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 9.88% 52% F 89% A-
Risk Adjusted Return 66.33% 55% F 86% B+
Market Capitalization 0.27B 44% F 70% C-

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:
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.