October 2024

Australian Low-Cost Conservative

Growth of $10,000

Portfolio Composition

Return Statistics:

Last Month -0.17%
3 Months Rate of Return 1.60%
Year To Date 2.18%
12 Months Rate of Return 2.50%
36 Months Rate of Return -1.88%
Average Rate of Return 1.52%
Winning Months (%) 64.80%
Average Winning Month 0.49%
Total Return Cumulative 17.04%

1M YTD 12 Months Rate of Return 36 Months Rate of Return Total
Australian Low-Cost Conservative -0.17% 2.18% 2.50% -1.88% 17.04%

Risk & Performance Metrics:

Sharpe Ratio (3 Month T-Bill) 0.32
Sharpe Ratio (10 Year T-Note) -0.85
Sortino Ratio (3 Month T-Bill) -1.55
Sortino Ratio (10 Year T-Note) -0.93
Average Monthly Return 0.13%
Average Winning Month 0.49%
Average Losing Month -0.55%
Best Month 1.88%
Worst Month -4.14%
Max Drawdown (Monthly) -7.67%
Yearly Volatility 2.42%

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2023 0.66 -0.09 1.64 0.13 -0.17 2.18
2022 -0.57 -0.80 -1.13 -0.99 -0.59 -0.06 0.49 -0.39 -0.11 0.56 0.11 -0.28 -3.71
2021 -0.20 -1.03 0.03 0.40 0.06 0.06 0.58 -0.09 -0.65 -1.41 0.25 0.27 -1.74
2020 1.88 0.39 -4.14 0.39 0.30 -0.01 0.48 0.01 0.40 0.36 0.20 0.04 0.19
2019 0.31 0.64 1.24 0.21 1.36 1.06 0.73 1.12 -0.05 -0.72 0.61 -1.15 5.46
2018 -0.26 0.12 0.63 -0.35 0.56 0.38 0.15 0.46 -0.38 0.30 0.12 0.87 2.62
2017 0.39 0.16 0.31 0.61 0.96 -0.76 0.27 0.15 -0.35 1.00 0.83 -0.11 3.50
2016 0.76 0.64 0.04 0.00 0.81 1.03 0.75 0.25 -0.30 -0.98 -1.33 -0.04 1.61
2015 0.95 0.29 0.34 -0.67 0.01 -0.55 0.69 0.38 0.01 0.17 -0.38 0.27 1.51
2014 0.45 0.23 -0.10 0.60 0.84 0.30 0.19 0.51 -0.28 0.46 0.75 0.91 4.96
2013 -0.21 0.36 -0.22 0.80 -0.33 -0.91 0.30 -0.28 0.13 -0.10 -0.23 0.34 -0.36

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -7.67% 31 0 03/2020 -
2 -2.63% 4 10 09/2016 10/2017
3 -1.42% 7 5 05/2013 04/2014
4 -1.31% 4 1 09/2019 01/2020
5 -1.21% 3 4 04/2015 10/2015

Return Report

Period LastBestWorstAverageMedianWinning %
1 Month -0.17%1.88%-4.14%0.13%0.20%64.80%
3 Months 1.60%3.18%-3.48%0.40%0.52%70.73%
6 Months 1.89%5.85%-4.07%0.76%1.04%70.00%
1 Year 2.50%8.19%-5.46%1.57%1.66%72.81%
2 Years -2.60%11.50%-5.38%3.63%4.74%77.45%
3 Years -1.88%13.94%-6.79%5.94%7.44%83.33%
5 Years 4.10%19.51%2.59%11.22%11.82%100.00%