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

ETF | Others |

Last Closing

USD 53.78

Change

+0.05 (+0.09)%

Market Cap

USD 0.62B

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: 2024-04-24 )

Largest Industry Peers for Others

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

+0.53 (+0.56%)

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

+0.05 (+0.10%)

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

+0.07 (+0.06%)

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

-0.11 (-0.21%)

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

+0.18 (+0.59%)

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

+0.38 (+0.56%)

USD 5.14B
NDQ:AU Betashares Nasdaq 100

+0.26 (+0.64%)

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

+0.45 (+1.24%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.71 (+0.56%)

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

+0.57 (+0.15%)

USD 3.95B

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 1.43% 37% F 57% F
Dividend Return 0.70% 27% F 14% F
Total Return 2.13% 34% F 56% F
Trailing 12 Months  
Capital Gain 5.66% 51% F 67% D+
Dividend Return 1.76% 22% F 16% F
Total Return 7.42% 42% F 65% D
Trailing 5 Years  
Capital Gain -0.30% 35% F 56% F
Dividend Return 10.28% 45% F 30% F
Total Return 9.98% 36% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain -1.30% 26% F 40% F
Dividend Return 0.51% 27% F 41% F
Total Return 1.81% 58% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 5.66% 85% B 97% N/A
Risk Adjusted Return 9.04% 29% F 50% F
Market Capitalization 0.62B 72% 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.