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

ETF | Others |

Last Closing

USD 27.25

Change

+0.47 (+1.76)%

Market Cap

USD 0.42B

Volume

0.15M

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: 2024-04-29 )

Largest Industry Peers for Others

ETFs Containing GEAR:AU

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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 -0.47% 25% F 53% F
Dividend Return 2.03% 88% B+ 64% D
Total Return 1.55% 32% F 55% F
Trailing 12 Months  
Capital Gain 6.70% 59% D- 69% C-
Dividend Return 3.21% 52% F 38% F
Total Return 9.90% 59% D- 69% C-
Trailing 5 Years  
Capital Gain 12.65% 56% F 63% D
Dividend Return 19.59% 83% B 61% D-
Total Return 32.24% 62% D 65% D
Average Annual (5 Year Horizon)  
Capital Gain 5.48% 73% C 57% F
Dividend Return 8.56% 77% C+ 58% F
Total Return 3.07% 85% B 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 31.25% 8% B- 59% D-
Risk Adjusted Return 27.39% 43% F 64% D
Market Capitalization 0.42B 60% D- 77% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.