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

ETF | Others |

Last Closing

USD 15.65

Change

-0.30 (-1.88)%

Market Cap

USD 0.52B

Volume

0.09M

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: 2024-04-16 )

Largest Industry Peers for Others

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

+0.79 (+0.84%)

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

-0.04 (-0.08%)

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

+0.10 (+0.08%)

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

+0.01 (+0.02%)

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

+0.23 (+0.75%)

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

+0.57 (+0.84%)

USD 5.14B
NDQ:AU Betashares Nasdaq 100

+0.14 (+0.34%)

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

+0.34 (+0.93%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.96 (+0.76%)

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

-0.01 (0.00%)

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 0.45% 36% F 56% F
Dividend Return 1.95% 85% B 62% D
Total Return 2.39% 40% F 58% F
Trailing 12 Months  
Capital Gain 4.89% 52% F 68% D+
Dividend Return 4.90% 84% B 63% D
Total Return 9.79% 57% F 70% C-
Trailing 5 Years  
Capital Gain 16.79% 60% D- 65% D
Dividend Return 17.09% 74% C 53% F
Total Return 33.88% 60% D- 65% D
Average Annual (5 Year Horizon)  
Capital Gain 3.51% 59% D- 53% F
Dividend Return 6.15% 65% D 54% F
Total Return 2.64% 80% B- 53% F
Risk Return Profile  
Volatility (Standard Deviation) 14.84% 35% F 85% B
Risk Adjusted Return 41.44% 56% F 76% C+
Market Capitalization 0.52B 66% D+ 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.