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

ETF | Others |

Last Closing

USD 15.68

Change

+0.12 (+0.77)%

Market Cap

USD 0.52B

Volume

0.05M

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: 2024-04-29 )

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 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 0.64% 35% F 55% F
Dividend Return 1.95% 85% B 60% D-
Total Return 2.59% 38% F 57% F
Trailing 12 Months  
Capital Gain 5.23% 53% F 67% D+
Dividend Return 4.91% 83% B 63% D
Total Return 10.14% 61% D- 69% C-
Trailing 5 Years  
Capital Gain 14.87% 59% D- 63% D
Dividend Return 16.78% 74% C 51% F
Total Return 31.65% 61% D- 64% D
Average Annual (5 Year Horizon)  
Capital Gain 3.77% 61% D- 53% F
Dividend Return 6.40% 65% D 54% F
Total Return 2.63% 79% B- 53% F
Risk Return Profile  
Volatility (Standard Deviation) 14.68% 36% F 86% B+
Risk Adjusted Return 43.60% 58% F 77% 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.