WRLD:AU:AU-BetaShares Managed Risk Global Share (AUD)

ETF | Others |

Last Closing

USD 18.36

Change

+0.04 (+0.22)%

Market Cap

USD 0.05B

Volume

2.56K

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-03-28 )

Largest Industry Peers for Others

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

-1.34 (-1.41%)

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

-0.14 (-0.27%)

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

-0.53 (-0.44%)

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

-0.12 (-0.23%)

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

-0.43 (-1.39%)

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

-1.00 (-1.44%)

USD 5.14B
NDQ:AU Betashares Nasdaq 100

-0.04 (-0.10%)

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

+0.07 (+0.19%)

USD 4.86B
A200:AU BetaShares Australia 200

-1.79 (-1.40%)

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

-1.49 (-0.39%)

USD 3.95B

ETFs Containing WRLD: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 14.18% 88% B+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.18% 86% B+ 79% B-
Trailing 12 Months  
Capital Gain 24.98% 79% B- 80% B-
Dividend Return 0.12% 2% F 1% F
Total Return 25.10% 74% C 79% B-
Trailing 5 Years  
Capital Gain 48.54% 83% B 74% C
Dividend Return 2.75% 2% F 5% F
Total Return 51.30% 78% C+ 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 5.03% 74% C 57% F
Dividend Return 5.28% 61% D- 52% F
Total Return 0.25% 5% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 10.47% 66% D+ 92% A
Risk Adjusted Return 50.42% 71% C- 84% B
Market Capitalization 0.05B 11% F 48% F

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:

There is nothing we particularly like

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.