Betashares S&P Global High Dividend Aristocrats ETF (INCM.AX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Betashares S&P Global High Dividend Aristocrats ETF (INCM.AX) is up 5.2% since the beginning of the year. INCM.AX is currently trading at A$20 per share. Investors who bought A$1,000 worth of INCM.AX shares 5 years ago would now be looking at an investment worth A$1,701.

Betashares S&P Global High Dividend Aristocrats ETF (INCM.AX) has returned 5.20% so far this year and 13.25% over the past 12 months.

Based on dividend-adjusted daily data since Oct 19, 2018, INCM.AX's average daily return is +0.03%, while the average monthly return is +0.71%. At this rate, an investment would double in approximately 8.2 years.

Historically, 63% of months were positive and 37% were negative. The best month was Mar 2021 with a return of +11.0%, while the worst month was Mar 2020 at -19.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, INCM.AX closed higher 46% of trading days. The best single day was Jun 9, 2020 with a return of +5.4%, while the worst single day was Mar 13, 2020 at -7.9%.

Betashares S&P Global High Dividend Aristocrats ETF has an annualized alpha of 8.12%, beta of 0.04, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since October 19, 2018.

• This ETF participated in 68.11% of S&P 500 Index downside but only 55.50% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.04 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

INCM.AX ranks 52 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Betashares S&P Global High Dividend Aristocrats ETF provided a 4.38% dividend yield over the last twelve months, with an annual payout of A$0.87 per share.

The table displays the monthly dividend distributions for Betashares S&P Global High Dividend Aristocrats ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Betashares S&P Global High Dividend Aristocrats ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Betashares S&P Global High Dividend Aristocrats ETF was 35.00%, occurring on Mar 24, 2020. Recovery took 677 trading sessions.

The current Betashares S&P Global High Dividend Aristocrats ETF drawdown is 1.04%.

The chart below shows the rolling one-month volatility.