VDBA:AU:AU-Vanguard Diversified Balanced (AUD)

ETF | Others |

Last Closing

USD 55.13

Change

+0.14 (+0.25)%

Market Cap

USD 0.61B

Volume

0.04M

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: 2024-03-28 )

Largest Industry Peers for Others

ETFs Containing VDBA: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 3.98% 36% F 60% D-
Dividend Return 0.23% 7% C- 3% F
Total Return 4.21% 34% F 59% D-
Trailing 12 Months  
Capital Gain 9.91% 46% F 68% D+
Dividend Return 1.60% 19% F 13% F
Total Return 11.51% 40% F 66% D+
Trailing 5 Years  
Capital Gain 3.65% 39% F 57% F
Dividend Return 10.39% 45% F 30% F
Total Return 14.04% 36% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain -1.45% 28% F 40% F
Dividend Return 0.33% 28% F 41% F
Total Return 1.78% 58% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 5.51% 87% B+ 97% N/A
Risk Adjusted Return 5.97% 29% F 45% F
Market Capitalization 0.61B 73% C 81% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.