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

ETF | Others |

Last Closing

USD 15.91

Change

+0.21 (+1.34)%

Market Cap

USD 0.52B

Volume

0.03M

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: 2024-05-07 )

Largest Industry Peers for Others

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 2.12% 34% F 58% F
Dividend Return 1.95% 79% B- 58% F
Total Return 4.06% 40% F 60% D-
Trailing 12 Months  
Capital Gain 8.38% 54% F 69% C-
Dividend Return 4.98% 83% B 63% D
Total Return 13.36% 61% D- 72% C
Trailing 5 Years  
Capital Gain 18.11% 59% D- 65% D
Dividend Return 17.00% 74% C 52% F
Total Return 35.12% 60% D- 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 3.91% 61% D- 54% F
Dividend Return 6.53% 66% D+ 55% F
Total Return 2.63% 79% B- 53% F
Risk Return Profile  
Volatility (Standard Deviation) 14.60% 36% F 86% B+
Risk Adjusted Return 44.77% 58% F 78% 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.