UK markets open in 4 hours 49 minutes

Experts' Choice Small Companies Fund (16225.AX)

YHD - YHD Delayed price. Currency in AUD
Add to watchlist
0.6600+0.0100 (+1.54%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years down2
Best 1-yr total return (Invalid Date)55.72%
Worst 1-yr total return (Invalid Date)-14.68%
Best 3-yr total return55.72%
Worst 3-yr total return2.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return16225.AXCategory
YTD0.33%0.52%
1-month2.17%1.86%
3-month4.38%0.52%
1-year4.20%11.87%
3-year6.04%7.70%
5-year2.33%8.48%
10-year0.00%5.06%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
16225.AXCategory
2016
N/AN/A
2015
11.06%18.21%
2014
-4.76%1.29%
2013
17.96%13.98%
2012
7.83%21.03%
2011
-14.68%-12.96%
2010
15.90%14.75%
2009
55.72%59.29%
2008
N/A-50.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-1.80%N/AN/AN/A
20158.02%-7.50%-0.08%11.25%
20144.12%-4.78%0.99%-4.87%
20137.02%-9.53%16.11%4.94%
201212.92%-12.64%5.25%3.85%
20113.78%-5.61%-14.13%1.42%
2010-0.02%-11.82%15.58%13.74%
2009-0.57%15.42%27.72%6.25%
2008-4.13%-20.09%-26.52%N/A

Rank in category (by total return)

YTD26
1-month40
3-month37
1-year69
3-year64
5-year77

Load adjusted returns

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