October 2024

Australian Low-Cost Aggressive

Growth of $10,000

Portfolio Composition

Return Statistics:

Last Month -0.25%
3 Months Rate of Return 0.69%
Year To Date -1.09%
12 Months Rate of Return -5.85%
36 Months Rate of Return -6.54%
Average Rate of Return 2.10%
Winning Months (%) 55.84%
Average Winning Month 1.70%
Total Return Cumulative 14.24%

1M YTD 12 Months Rate of Return 36 Months Rate of Return Total
Australian Low-Cost Aggressive -0.25% -1.09% -5.85% -6.54% 14.24%

Risk & Performance Metrics:

Sharpe Ratio (3 Month T-Bill) -1.33
Sharpe Ratio (10 Year T-Note) -
Sortino Ratio (3 Month T-Bill) 0.05
Sortino Ratio (10 Year T-Note) -0.26
Average Monthly Return 0.17%
Average Winning Month 1.70%
Average Losing Month -1.70%
Best Month 5.38%
Worst Month -5.68%
Max Drawdown (Monthly) -19.48%
Yearly Volatility 7.98%

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2023 -1.61 -0.16 0.77 0.18 -0.25 -1.09
2022 -5.42 -3.63 0.89 0.06 -4.53 -5.26 -0.21 0.63 1.95 1.26 -2.62 -0.46 -16.38
2021 0.90 -0.30 -0.87 2.46 0.87 0.62 1.08 3.11 -4.94 -0.24 4.08 -0.68 5.95
2020 5.02 -4.28 -4.44 -0.10 1.03 0.19 4.07 2.64 -1.49 1.45 -0.41 0.13 3.39
2019 0.51 4.03 0.64 3.70 0.47 2.58 2.59 -1.34 -0.23 0.25 1.48 -0.72 14.73
2018 2.13 1.22 -1.31 1.90 1.35 -1.57 0.50 2.28 -0.88 -5.68 -0.71 -0.50 -1.55
2017 -0.58 2.17 -0.35 0.86 0.76 -0.96 -0.64 2.82 0.85 5.38 1.17 -0.27 11.62

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -19.48% 18 0 09/2021 -
2 -8.63% 3 12 02/2020 04/2021
3 -7.64% 4 4 09/2018 04/2019
4 -1.59% 2 1 06/2017 08/2017
5 -1.57% 1 2 06/2018 08/2018

Return Report

Period LastBestWorstAverageMedianWinning %
1 Month -0.25%5.38%-5.68%0.20%0.25%55.84%
3 Months 0.69%9.27%-9.75%0.62%1.16%64.00%
6 Months -1.55%14.81%-16.78%1.22%2.02%62.50%
1 Year -5.85%19.88%-18.09%2.43%3.37%65.15%
2 Years -14.97%25.26%-14.97%6.29%9.52%72.22%
3 Years -6.54%33.18%-14.18%10.65%15.08%71.43%
5 Years -2.86%38.12%-2.86%12.19%11.48%77.78%