ducovest

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

ETF | Others |

Last Closing

USD 17.98

Change

+0.18 (+1.01)%

Market Cap

USD 0.05B

Volume

3.61K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: AUD

Country : Australia

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-07 )

Largest Industry Peers for Others

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

N/A

 USD 15.34B
VGS:AU Vanguard MSCI International Sh..

N/A

 USD 7.71B
IVV:AU iShares Core S&P 500 AUD

N/A

 USD 7.58B
IOZ:AU Ishares Core S&P/Asx 200

N/A

 USD 5.50B
QUAL:AU VanEck Vectors MSCI World ex A..

N/A

 USD 5.47B
STW:AU SPDR® S&P/ASX 200 Fund

N/A

 USD 5.07B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

N/A

 USD 4.86B
A200:AU BetaShares Australia 200

N/A

 USD 4.72B
NDQ:AU Betashares Nasdaq 100

N/A

 USD 4.37B
VTS:AU Vanguard US Total Market Share..

N/A

 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 11.82% 85% B 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.82% 83% B 75% C
Trailing 12 Months  
Capital Gain 21.24% 81% B- 79% B-
Dividend Return 0.12% 2% F 1% F
Total Return 21.36% 76% C+ 78% C+
Trailing 5 Years  
Capital Gain 42.13% 81% B- 73% C
Dividend Return 2.69% 2% F 5% F
Total Return 44.83% 75% C 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 5.66% 74% C 57% F
Dividend Return 5.91% 61% D- 53% F
Total Return 0.25% 4% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 10.80% 63% D 92% A
Risk Adjusted Return 54.73% 70% C- 85% B
Market Capitalization 0.05B 14% F 50% 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.