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BT Institutional Aus Sustainability Share (WFS0291AU.AX)

YHD - YHD Delayed price. Currency in AUD
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1.1300-0.0100 (-0.88%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up10
Number of years down4
Best 1-yr total return (Invalid Date)32.98%
Worst 1-yr total return (Invalid Date)-34.40%
Best 3-yr total return32.98%
Worst 3-yr total return-5.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFS0291AU.AXCategory
YTD-2.70%3.96%
1-month2.02%3.02%
3-month2.63%3.96%
1-year-6.73%17.15%
3-year5.83%6.09%
5-year6.75%9.90%
10-year3.66%3.51%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
WFS0291AU.AXCategory
2016
N/AN/A
2015
3.97%3.44%
2014
9.03%4.29%
2013
22.90%20.88%
2012
18.39%18.20%
2011
-10.77%-11.06%
2010
-0.47%0.05%
2009
32.98%37.00%
2008
-34.40%-37.66%
2007
3.47%15.36%
2006
23.89%22.33%
2005
25.54%21.49%
2004
24.86%26.30%
2003
11.83%14.64%
2002
-10.72%-9.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-4.63%N/AN/AN/A
201510.92%-6.83%-7.18%8.39%
20141.75%0.70%-0.52%6.96%
20138.50%-0.24%9.55%3.64%
20127.54%-5.55%10.18%5.78%
20113.16%-4.39%-10.68%1.29%
20101.19%-11.83%6.91%4.34%
2009-2.06%9.23%20.15%3.46%
2008-11.95%-2.50%-9.29%-15.77%
20074.94%4.10%-1.34%-4.00%
20068.83%-0.93%4.73%9.71%
20055.17%5.94%10.02%2.41%
20045.69%2.20%7.21%7.82%
2003-2.10%4.58%4.41%4.61%
2002-0.49%-4.08%-5.10%-1.43%

Rank in category (by total return)

YTD80
1-month75
3-month81
1-year63
3-year18
5-year21

Load adjusted returns

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