GEAR:AU:AU-BetaShares Geared Australian Equity Hedge (AUD)

ETF | Others |

Last Closing

USD 29.44

Change

+0.61 (+2.12)%

Market Cap

USD 0.42B

Volume

0.17M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for Others

ETFs Containing GEAR: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 7.52% 56% F 68% D+
Dividend Return 2.03% 93% A 67% D+
Total Return 9.55% 65% D 70% C-
Trailing 12 Months  
Capital Gain 22.92% 78% C+ 79% B-
Dividend Return 3.42% 55% F 40% F
Total Return 26.34% 77% C+ 79% B-
Trailing 5 Years  
Capital Gain 28.45% 70% C- 68% D+
Dividend Return 20.68% 84% B 63% D
Total Return 49.13% 77% C+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 4.12% 67% D+ 55% F
Dividend Return 7.33% 73% C 56% F
Total Return 3.21% 89% A- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 31.87% 8% B- 58% F
Risk Adjusted Return 23.02% 42% F 61% D-
Market Capitalization 0.42B 63% D 78% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.