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BT MLC IncomeBuilder (12430.AX)

YHD - YHD Delayed price. Currency in AUD
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1.5400-0.0100 (-0.65%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up9
Number of years down3
Best 1-yr total return (Invalid Date)33.54%
Worst 1-yr total return (Invalid Date)-34.16%
Best 3-yr total return33.54%
Worst 3-yr total return-5.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return12430.AXCategory
YTD-0.02%3.57%
1-month2.86%3.09%
3-month3.70%3.57%
1-year-7.62%17.86%
3-year5.50%6.57%
5-year10.08%11.08%
10-year5.27%4.52%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
12430.AXCategory
2016
N/AN/A
2015
3.11%2.21%
2014
11.97%5.66%
2013
25.63%22.95%
2012
22.69%20.98%
2011
-6.21%-7.67%
2010
-3.16%-0.28%
2009
33.54%36.49%
2008
-34.16%-35.26%
2007
3.68%9.95%
2006
24.89%20.78%
2005
14.53%16.65%
2004
25.95%25.95%
2003
N/A17.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-2.80%N/AN/AN/A
201513.55%-6.70%-7.45%5.16%
2014-0.38%7.03%N/AN/A
201315.35%-1.66%8.22%2.34%
20128.07%-1.87%9.60%5.55%
20113.01%-3.42%-7.91%2.37%
20101.31%-10.20%6.23%0.19%
2009-4.99%12.37%24.82%0.21%
2008-13.79%-10.14%-1.19%-13.98%
20074.86%0.88%2.16%-4.06%
20067.26%-1.00%6.30%10.64%
20050.75%6.18%5.23%1.75%
20044.89%4.87%3.66%10.47%
20033.65%3.01%N/AN/A

Rank in category (by total return)

YTD31
1-month40
3-month69
1-year61
3-year32
5-year20

Load adjusted returns

1-yearN/A
3-yearN/A
5-yearN/A
10-yearN/A