Auscap Fund vs Australian Equities Market
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
CY12 | 1.35% | 1.35% | |||||||||||
CY13 | 0.74% | 1.23% | 1.46% | 9.83% | (4.05)% | 8.32% | 4.70% | 4.28% | 5.84% | 5.46% | 2.86% | 2.57% | 51.89% |
CY14 | 1.32% | 5.32% | 0.70% | 0.29% | 3.82% | 1.48% | 2.95% | 5.24% | (2.09)% | 2.25% | (0.43)% | 0.44% | 23.18% |
CY15 | 3.65% | 4.90% | 3.98% | (1.36)% | 4.43% | (7.55)% | 3.46% | 1.64% | 4.82% | 4.65% | 4.69% | 4.56% | 35.96% |
CY16 | (3.01)% | (3.54)% | 3.22% | (1.24)% | 0.96% | (1.19)% | 8.48% | 2.13% | (2.37)% | (2.72)% | (1.83)% | 4.00% | 2.19% |
CY17 | (1.20)% | 0.42% | 2.52% | (0.81)% | (1.53)% | 1.18% | (0.77)% | 2.75% | 2.53% | 6.96% | 2.58% | 1.56% | 17.10% |
CY18 | (2.50)% | (4.31)% | (0.56)% | 1.75% | 2.11% | 0.39% | 1.02% | (0.99)% | (2.85)% | (7.09)% | (2.33)% | (4.49)% | (18.51)% |
CY19 | 0.92% | 1.19% | 3.08% | 1.96% | 3.82% | (3.21)% | 5.46% | (3.70)% | 2.24% | 1.13% | 2.32% | 1.89% | 18.06% |
CY20 | 0.42% | (8.17)% | (47.44)% | 24.96% | 14.63% | 5.41% | 1.48% | 12.38% | (2.63)% | 7.72% | 20.29% | 5.00% | 10.56% |
CY21 | (0.16)% | (0.16)% | |||||||||||
Annualized Returns since inception: 15.64% | Sharpe Ratio since inception: 0.58 | ||||||||||||
Annualized Volatility since inception: 24.11% | Sortino Ratio since inception: 0.48 |