QOZ:AU:AU-BetaShares FTSE RAFI Australia 200 ETF (AUD)

ETF | Others |

Last Closing

USD 16.15

Change

+0.19 (+1.19)%

Market Cap

USD 0.50B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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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

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

-1.34 (-1.41%)

USD 14.72B
IVV:AU iShares Core S&P 500 AUD

-0.14 (-0.27%)

USD 7.65B
VGS:AU Vanguard MSCI International Sh..

-0.53 (-0.44%)

USD 7.36B
QUAL:AU VanEck Vectors MSCI World ex A..

-0.12 (-0.23%)

USD 5.58B
IOZ:AU Ishares Core S&P/Asx 200

-0.43 (-1.39%)

USD 5.44B
STW:AU SPDR® S&P/ASX 200 Fund

-1.00 (-1.44%)

USD 5.14B
NDQ:AU Betashares Nasdaq 100

-0.04 (-0.10%)

USD 4.86B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.07 (+0.19%)

USD 4.86B
A200:AU BetaShares Australia 200

-1.79 (-1.40%)

USD 4.72B
VTS:AU Vanguard US Total Market Share..

-1.49 (-0.39%)

USD 3.95B

ETFs Containing QOZ: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 3.66% 35% F 59% D-
Dividend Return 1.95% 91% A- 64% D
Total Return 5.60% 42% F 62% D
Trailing 12 Months  
Capital Gain 11.46% 55% F 70% C-
Dividend Return 5.04% 84% B 64% D
Total Return 16.50% 59% D- 72% C
Trailing 5 Years  
Capital Gain 22.35% 59% D- 65% D
Dividend Return 17.35% 75% C 53% F
Total Return 39.70% 62% D 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 3.02% 57% F 52% F
Dividend Return 5.68% 63% D 53% F
Total Return 2.66% 80% B- 54% F
Risk Return Profile  
Volatility (Standard Deviation) 15.07% 34% F 85% B
Risk Adjusted Return 37.69% 55% F 74% C
Market Capitalization 0.50B 69% C- 79% B-

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:
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.