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

ETF | Others |

Last Closing

USD 28.46

Change

+0.90 (+3.27)%

Market Cap

USD 0.42B

Volume

0.28M

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: 2024-05-07 )

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 3.94% 44% F 63% D
Dividend Return 2.03% 83% B 62% D
Total Return 5.97% 50% F 65% D
Trailing 12 Months  
Capital Gain 14.39% 68% D+ 75% C
Dividend Return 3.29% 52% F 38% F
Total Return 17.68% 70% C- 75% C
Trailing 5 Years  
Capital Gain 21.16% 64% D 67% D+
Dividend Return 20.18% 84% B 61% D-
Total Return 41.34% 70% C- 69% C-
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.