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Perpetual WFIA-Investor Mutual Fut Ledr (16802.AX)

ASX - ASX Delayed price. Currency in AUD
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0.00000.0000 (0.00%)
At close: 11:00PM AEST

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up6
Number of years down1
Best 1-yr total return (Invalid Date)23.43%
Worst 1-yr total return (Invalid Date)-6.16%
Best 3-yr total return23.43%
Worst 3-yr total return7.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return16802.AXCategory
YTD1.94%1.40%
1-month1.47%1.90%
3-month4.43%1.40%
1-year4.28%18.54%
3-year10.95%11.74%
5-year10.00%12.54%
10-year0.00%6.66%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
16802.AXCategory
2016
N/AN/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 (%)

YearQ1Q2Q3Q4
20160.47%N/AN/AN/A
201511.52%-4.01%-1.80%8.48%
20140.02%0.15%4.71%6.29%
20138.24%-5.66%10.79%0.80%
201213.12%-8.18%9.12%5.96%
20113.04%-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)

YTD55
1-month77
3-month73
1-year68
3-year37
5-year42

Load adjusted returns

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