YHD - Delayed Quote • AUD
Smarter Money Platform Investor (19382.AX)
At close: June 28 at 6:07 PM EDT
Fund Summary
The Fund is actively managed by the Investment Manager and aims to take advantage of investment opportunities within the Australian cash and fixed-income markets. Investment in the Fund is not the same as putting your money into a bank account.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 4.64% |
| Worst 1Y Total Return | 1.58% |
| Number of Years Up | 6 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 10.82 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 19382.AX | Category Average | 19382.AX | Category Average | 19382.AX | Category Average | |
| Alpha | 0.92 | 0 | 0.57 | 0 | -- | 0 |
| BETA | 10.82 | 0.03 | 7.77 | 0.03 | -- | -0 |
| Mean Annual Return | 0.26 | 0 | 0.25 | 0 | -- | 0 |
| R-squared | 44.69 | 0.12 | 19.2 | 0.14 | -- | 0.06 |
| Standard Deviation | 0.6 | 0 | 0.63 | 0 | -- | 0.01 |
| Sharpe Ratio | 2.14 | 0 | 1.37 | 0.01 | -- | 0 |
| Treynor Ratio | 0.12 | 0 | 0.11 | 0 | -- | -0.01 |
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