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MONEY
Best savings accounts that offer above inflation rates
Where to find a top-rated deal that works for you
Perpetual WFIA-Investor Mutual Fut Ledr (16802.AX)
ASX - ASX Delayed price. Currency in AUD
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0.0000
0.0000
(0.00%)
At close: 11:00PM AEST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
N/A
5-year average return
N/A
Number of years up
6
Number of years down
1
Best 1-yr total return (Invalid Date)
23.43%
Worst 1-yr total return (Invalid Date)
-6.16%
Best 3-yr total return
23.43%
Worst 3-yr total return
7.27%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
16802.AX
Category
YTD
1.94%
1.40%
1-month
1.47%
1.90%
3-month
4.43%
1.40%
1-year
4.28%
18.54%
3-year
10.95%
11.74%
5-year
10.00%
12.54%
10-year
0.00%
6.66%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
16802.AX
Category
2016
N/A
N/A
2015
14.04%
13.55%
2014
11.49%
5.63%
2013
14.04%
19.21%
2012
20.10%
21.00%
2011
-6.16%
-10.08%
2010
9.53%
12.53%
2009
23.43%
46.13%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2016
0.47%
N/A
N/A
N/A
2015
11.52%
-4.01%
-1.80%
8.48%
2014
0.02%
0.15%
4.71%
6.29%
2013
8.24%
-5.66%
10.79%
0.80%
2012
13.12%
-8.18%
9.12%
5.96%
2011
3.04%
-1.72%
-8.85%
1.67%
2010
-0.86%
-4.42%
8.22%
6.80%
2009
-10.95%
6.86%
21.40%
6.85%
Rank in category (by total return)
YTD
55
1-month
77
3-month
73
1-year
68
3-year
37
5-year
42
Load adjusted returns
1-year
N/A
3-year
N/A
5-year
N/A
10-year
N/A
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