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Experts' Choice Conservative Fund (HLR0004AU.AX)

YHD - YHD Delayed price. Currency in AUD
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0.82000.0000 (0.00%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up18
Number of years down1
Best 1-yr total return (Invalid Date)13.14%
Worst 1-yr total return (Invalid Date)-7.85%
Best 3-yr total return13.14%
Worst 3-yr total return2.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHLR0004AU.AXCategory
YTD1.00%1.38%
1-month0.91%0.77%
3-month2.34%1.38%
1-year0.95%5.17%
3-year5.52%4.51%
5-year6.40%5.71%
10-year5.61%4.12%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
HLR0004AU.AXCategory
2016
N/AN/A
2015
3.51%2.41%
2014
7.24%6.89%
2013
9.89%8.00%
2012
11.05%9.82%
2011
2.55%2.05%
2010
4.89%4.42%
2009
13.14%10.53%
2008
-7.85%-10.39%
2007
5.50%3.89%
2006
9.91%8.82%
2005
8.98%9.11%
2004
11.05%10.72%
2003
5.51%5.89%
2002
1.61%0.36%
2001
4.76%4.44%
2000
7.58%7.68%
1999
4.63%3.71%
1998
8.25%8.89%
1997
9.85%10.51%
1996
N/A9.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20160.09%N/AN/AN/A
20153.91%-1.48%-0.73%1.85%
20141.36%1.97%0.93%2.80%
20132.69%1.34%3.10%2.42%
20124.00%1.08%3.28%2.28%
20112.55%0.41%-2.32%1.95%
20101.96%-1.85%3.16%1.60%
2009-1.14%4.68%7.52%1.68%
2008-2.93%-0.42%0.33%-4.98%
20071.93%1.94%1.29%0.24%
20063.02%0.39%2.59%3.60%
20050.73%2.91%2.64%2.42%
20042.53%2.34%2.04%3.73%
2003-0.42%2.58%1.36%1.90%
20020.08%0.05%-0.71%2.19%
20010.69%1.69%-0.96%3.30%
20002.07%1.27%1.95%2.09%
19991.92%-0.46%1.51%1.59%
19981.16%1.91%1.39%3.56%
19970.43%6.69%2.04%0.48%
19961.07%1.48%3.10%N/A

Rank in category (by total return)

YTD33
1-month21
3-month13
1-year25
3-year15
5-year18

Load adjusted returns

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