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

ETF | Others |

Last Closing

USD 22.7

Change

0.00 (0.00)%

Market Cap

USD 0.27B

Volume

0.01M

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: 2025-05-24 )

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 4.85% 80% B- 68% D+
Dividend Return 1.18% 45% F 29% F
Total Return 6.03% 82% B 69% C-
Trailing 12 Months  
Capital Gain 9.87% 72% C 69% C-
Dividend Return 2.76% 37% F 29% F
Total Return 12.64% 71% C- 69% C-
Trailing 5 Years  
Capital Gain 41.26% 59% D- 70% C-
Dividend Return 16.71% 42% F 34% F
Total Return 57.97% 51% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 4.82% 56% F 55% F
Dividend Return 6.52% 55% F 54% F
Total Return 1.69% 46% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 9.85% 52% F 89% A-
Risk Adjusted Return 66.17% 54% 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.