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BT PPSI-Westpac Aus Tax Eff (WFS0218AU.AX)

YHD - YHD Delayed price. Currency in AUD
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1.5100-0.0200 (-1.31%)
At close: 06:07PM EDT

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)33.40%
Worst 1-yr total return (Invalid Date)-31.78%
Best 3-yr total return33.40%
Worst 3-yr total return-2.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFS0218AU.AXCategory
YTD-3.61%3.96%
1-month1.56%3.02%
3-month1.56%3.96%
1-year-8.41%17.15%
3-year5.71%6.09%
5-year6.74%9.90%
10-year4.76%3.51%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
WFS0218AU.AXCategory
2016
N/AN/A
2015
2.29%3.44%
2014
11.41%4.29%
2013
22.43%20.88%
2012
17.93%18.20%
2011
-9.49%-11.06%
2010
0.30%0.05%
2009
33.40%37.00%
2008
-31.78%-37.66%
2007
11.23%15.36%
2006
20.88%22.33%
2005
20.44%21.49%
2004
27.22%26.30%
2003
13.85%14.64%
2002
-11.96%-9.72%
2001
3.85%10.08%
2000
9.26%6.65%
1999
9.73%17.14%
1998
2.91%11.35%
1997
11.54%13.90%
1996
N/A17.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-5.08%N/AN/AN/A
201510.13%-7.22%-5.86%6.34%
20140.61%0.45%-1.13%11.50%
20138.40%-1.34%10.47%3.62%
20127.19%-5.18%9.07%6.37%
20113.37%-3.29%-12.20%3.12%
20100.57%-10.00%6.61%3.95%
2009-1.40%8.76%20.01%3.66%
2008-12.71%-2.18%-7.16%-13.94%
20074.56%3.79%6.20%-3.49%
20068.50%-0.43%2.64%9.01%
20053.22%3.94%9.18%2.82%
20043.83%4.24%4.82%12.14%
20034.91%5.41%N/AN/A
20021.35%-4.61%-7.04%-2.04%
2001-2.31%9.28%-12.99%11.81%
20001.58%5.61%0.74%1.10%
19997.39%-0.86%-3.16%6.43%
19984.98%-7.14%-0.06%5.63%
19970.56%13.03%3.73%-5.40%
19961.68%0.33%5.60%N/A

Rank in category (by total return)

YTD86
1-month85
3-month91
1-year83
3-year20
5-year21

Load adjusted returns

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