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

ETF | Others |

Last Closing

USD 26.73

Change

-0.70 (-2.55)%

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: 2024-05-01 )

Largest Industry Peers for Others

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

+1.54 (+1.59%)

USD 15.34B
VGS:AU Vanguard MSCI International Sh..

+0.94 (+0.77%)

USD 7.71B
IVV:AU iShares Core S&P 500 AUD

+0.37 (+0.70%)

USD 7.58B
IOZ:AU Ishares Core S&P/Asx 200

+0.51 (+1.63%)

USD 5.50B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.79 (+1.46%)

USD 5.47B
STW:AU SPDR® S&P/ASX 200 Fund

+1.23 (+1.75%)

USD 5.07B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.65 (+1.71%)

USD 4.86B
A200:AU BetaShares Australia 200

+2.10 (+1.62%)

USD 4.72B
NDQ:AU Betashares Nasdaq 100

+0.48 (+1.15%)

USD 4.37B
VTS:AU Vanguard US Total Market Share..

+2.35 (+0.60%)

USD 3.95B

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 -2.37% 18% F 51% F
Dividend Return 2.03% 85% B 63% D
Total Return -0.35% 21% F 53% F
Trailing 12 Months  
Capital Gain 9.77% 64% D 72% C
Dividend Return 3.36% 54% F 40% F
Total Return 13.14% 63% D 72% C
Trailing 5 Years  
Capital Gain 12.08% 55% F 63% D
Dividend Return 19.87% 84% B 62% D
Total Return 31.95% 63% 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.