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Experts' Choice Balanced Fund (8887.AX)

YHD - YHD Delayed price. Currency in AUD
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1.04000.0000 (0.00%)
As of 06:07PM EDT. Market open.

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up16
Number of years down3
Best 1-yr total return (Invalid Date)21.91%
Worst 1-yr total return (Invalid Date)-24.16%
Best 3-yr total return21.91%
Worst 3-yr total return-2.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return8887.AXCategory
YTD0.76%2.34%
1-month1.54%1.53%
3-month3.80%2.34%
1-year-0.27%10.76%
3-year8.11%6.69%
5-year8.62%8.95%
10-year5.53%3.67%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
8887.AXCategory
2016
N/AN/A
2015
4.91%3.81%
2014
10.09%7.76%
2013
18.17%17.56%
2012
16.14%13.88%
2011
-2.30%-4.10%
2010
3.82%2.68%
2009
21.91%17.93%
2008
-24.16%-25.62%
2007
5.47%5.42%
2006
15.48%14.55%
2005
14.28%14.98%
2004
17.10%16.63%
2003
6.72%8.21%
2002
-8.91%-8.34%
2001
3.79%3.42%
2000
8.36%7.26%
1999
14.55%8.73%
1998
16.05%11.70%
1997
14.79%14.09%
1996
N/A15.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-0.77%N/AN/AN/A
20156.71%-2.88%-2.01%3.31%
20141.65%2.51%1.23%4.37%
20135.23%1.96%5.61%4.29%
20127.17%-0.94%5.18%4.01%
20113.22%-1.10%-6.62%2.49%
20101.72%-5.52%5.10%2.78%
2009-2.78%7.97%13.17%2.62%
2008-8.34%-2.55%-3.77%-11.76%
20072.75%3.02%1.16%-1.51%
20066.32%-0.69%2.99%6.20%
20050.86%3.60%5.35%3.82%
20043.15%4.36%2.00%6.66%
2003-3.23%3.98%2.79%3.18%
2002-0.35%-5.20%-5.48%2.02%
2001-0.63%5.43%-7.95%7.63%
20004.02%-0.12%4.09%0.21%
19993.69%-0.30%0.73%10.00%
19984.41%1.77%0.51%8.66%
19970.60%10.36%3.12%0.27%
19960.39%1.31%4.23%N/A

Rank in category (by total return)

YTD19
1-month44
3-month20
1-year13
3-year13
5-year7

Load adjusted returns

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