YMAX:AU:AU-BetaShares Australian Top 20 Equity Yield Maximiser (AUD)

ETF | Others |

Last Closing

USD 7.75

Change

+0.10 (+1.31)%

Market Cap

USD 0.46B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Others

ETFs Containing YMAX: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 -0.64% 21% F 53% F
Dividend Return 1.63% 63% D 46% F
Total Return 0.99% 22% F 53% F
Trailing 12 Months  
Capital Gain 3.75% 36% F 63% D
Dividend Return 5.10% 85% B 65% D
Total Return 8.85% 45% F 66% D+
Trailing 5 Years  
Capital Gain -7.85% 22% F 51% F
Dividend Return 21.91% 89% A- 67% D+
Total Return 14.07% 38% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 1.01% 42% F 47% F
Dividend Return 4.27% 50% F 49% F
Total Return 3.25% 88% B+ 64% D
Risk Return Profile  
Volatility (Standard Deviation) 7.61% 77% C+ 95% A
Risk Adjusted Return 56.01% 72% C 86% B+
Market Capitalization 0.46B 63% D 78% C+

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.

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:

There is nothing we particularly dislike