ducovest

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

ETF | Others |

Last Closing

USD 27.56

Change

+0.39 (+1.44)%

Market Cap

USD 0.42B

Volume

0.20M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: AUD

Country : Australia

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-06 )

Largest Industry Peers for Others

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

 USD 4.86B
A200:AU BetaShares Australia 200

N/A

 USD 4.72B
NDQ:AU Betashares Nasdaq 100

N/A

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

N/A

 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 0.66% 32% F 57% F
Dividend Return 2.03% 83% B 62% D
Total Return 2.68% 39% F 58% F
Trailing 12 Months  
Capital Gain 10.28% 63% D 72% C
Dividend Return 3.28% 52% F 38% F
Total Return 13.56% 63% D 72% C
Trailing 5 Years  
Capital Gain 18.95% 63% D 65% D
Dividend Return 20.46% 84% B 63% D
Total Return 39.40% 69% C- 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 5.72% 74% C 57% F
Dividend Return 8.77% 78% C+ 58% F
Total Return 3.05% 85% B 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 31.11% 8% B- 59% D-
Risk Adjusted Return 28.19% 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.