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BT Wholesale Australian Share Fund (BTPPSIBTAUSS.AX)

YHD - YHD Delayed price. Currency in AUD
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1.5000-0.0200 (-1.32%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up12
Number of years down6
Best 1-yr total return (Invalid Date)38.22%
Worst 1-yr total return (Invalid Date)-30.87%
Best 3-yr total return38.22%
Worst 3-yr total return-2.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTPPSIBTAUSS.AXCategory
YTD-3.95%3.96%
1-month1.59%3.02%
3-month2.24%3.96%
1-year-6.10%17.15%
3-year5.90%6.09%
5-year6.71%9.90%
10-year4.91%3.51%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
BTPPSIBTAUSS.AXCategory
2016
N/AN/A
2015
6.21%3.44%
2014
6.23%4.29%
2013
25.01%20.88%
2012
16.83%18.20%
2011
-9.77%-11.06%
2010
-0.99%0.05%
2009
38.22%37.00%
2008
-30.87%-37.66%
2007
9.95%15.36%
2006
23.87%22.33%
2005
26.34%21.49%
2004
23.23%26.30%
2003
15.89%14.64%
2002
-17.31%-9.72%
2001
-4.09%10.08%
2000
-18.57%6.65%
1999
9.90%17.14%
1998
6.00%11.35%
1997
N/A13.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-5.46%N/AN/AN/A
201510.15%-5.55%-4.72%7.15%
2014-0.13%1.46%0.11%4.72%
20139.12%-1.39%12.11%3.62%
20128.45%-6.73%8.88%6.07%
20113.39%-4.10%-10.77%1.98%
20100.32%-11.65%6.92%4.48%
2009-0.35%10.61%20.22%4.30%
2008-8.79%-0.10%-8.81%-16.80%
20076.80%4.87%6.64%-7.95%
200610.53%0.03%2.55%9.25%
20053.97%5.43%10.80%4.03%
20043.07%3.53%4.57%10.44%
20036.47%5.91%N/AN/A
2002-0.91%-7.84%-8.51%-1.04%
2001-5.42%2.63%-12.79%13.30%
20001.10%-11.27%-2.46%-6.93%
199912.12%-1.62%-3.66%3.42%
19981.17%-3.80%-1.17%10.20%
19975.57%-5.27%N/AN/A

Rank in category (by total return)

YTD89
1-month83
3-month84
1-year52
3-year17
5-year21

Load adjusted returns

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