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Peer Group Comparison

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AFM's Peer Group Comparison provides the average return and risk KPI's of all funds in each Peer Group. Note that the number and composition of funds in each Peer Group will vary over time, and in addition the Peer Group data only includes funds that have reported for the latest month thus the values may change as more funds report their returns.

Peer Group (click for details) % May % Apr 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 7 Years Standard Deviation (1 Year Ann.) Sharpe Ratio (1 Year) Sortino Ratio Sortino Ratio (1 Year) Standard Deviation (3 Years Ann.) Sharpe Ratio (3 Years) Sortino Ratio (3 Years) Standard Deviation (5 Years Ann.) Sharpe Ratio (5 Years) Sortino Ratio (5 Years) Standard Deviation (7 Years Ann) Sharpe Ratio (7 Years) Sortino Ratio (7 Years) bmlinkcol Add to Watchlist
PropertyProperty
-
1.24%
-7.12%
-2.50%
-0.13%
-9.70%
-6.93%
-1.83%
1.32%
3.28%
13.06
-1.03
-1.2
11.27
-0.31
-0.45
12.22
0.04
-0.03
10.82
0.21
0.2
bmlink:1022bmlink:1022
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InfrastructureInfrastructure
-
3.05%
-2.02%
3.10%
4.97%
4.41%
2.32%
7.02%
5.46%
6.20%
8.56
0.06
0.03
10.09
0.49
0.65
11.37
0.39
0.45
10.34
0.49
0.62
bmlink:3730bmlink:3730
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Equity Long - Small/Mid Cap - AustraliaEquity Long - Small/Mid Cap - Australia
-
0.37%
-1.85%
1.81%
11.72%
13.27%
5.32%
1.72%
8.36%
9.70%
10.88
0.82
1.24
14.44
0.03
-0.06
18.72
0.44
0.47
16.64
0.55
0.64
bmlink:751bmlink:751
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Equity Long - Large Cap - AustraliaEquity Long - Large Cap - Australia
-
0.06%
-2.30%
1.25%
10.37%
10.93%
6.70%
5.91%
8.26%
8.61%
10.45
0.65
0.99
12.22
0.34
0.41
15.64
0.49
0.55
13.97
0.56
0.65
bmlink:751bmlink:751
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Equity Long - Mid/Small Cap - GlobalEquity Long - Mid/Small Cap - Global
-
2.40%
-2.63%
2.71%
14.15%
15.40%
10.52%
1.28%
9.36%
8.14%
10.9
1
1.42
12.74
-0.02
-0.11
14.14
0.6
0.72
13.02
0.55
0.68
bmlink:941bmlink:941
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Equity Long - Large Cap - GlobalEquity Long - Large Cap - Global
-
1.34%
-2.69%
1.18%
12.70%
17.35%
13.21%
5.60%
10.87%
10.16%
10.46
1.19
1.95
11.84
0.33
0.39
12.03
0.79
1.09
11.39
0.78
1.08
bmlink:941bmlink:941
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Equity Long - AsiaEquity Long - Asia
-
-1.61%
3.55%
2.30%
5.78%
8.73%
6.71%
0.50%
5.96%
5.66%
7.86
0.58
1.01
9.94
-0.13
-0.26
10.23
0.47
0.59
10.26
0.44
0.54
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Equity Alternative - GlobalEquity Alternative - Global
-
2.36%
-0.55%
4.45%
12.15%
12.91%
9.54%
6.27%
9.19%
8.00%
5.17
1.59
3.09
5.8
0.7
1.02
7.17
1.05
1.48
7.11
0.91
1.26
bmlink:941bmlink:941
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Equity Alternative - AustraliaEquity Alternative - Australia
-
1.05%
-0.60%
3.61%
9.91%
11.15%
4.71%
5.06%
7.44%
7.08%
6.86
0.98
1.69
7.97
0.37
0.47
10.7
0.58
0.69
9.52
0.61
0.74
bmlink:751bmlink:751
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Equity Alternative - AsiaEquity Alternative - Asia
-
-1.47%
-0.54%
-0.26%
4.06%
7.56%
5.50%
-1.06%
3.70%
3.37%
6.95
0.49
0.83
8.27
-0.37
-0.61
7.73
0.31
0.42
7.43
0.28
0.36
bmlink:942bmlink:942
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Multi-SectorMulti-Sector
-
0.27%
-0.90%
1.54%
5.52%
7.04%
4.25%
3.05%
5.77%
5.58%
4.62
0.6
0.93
4.99
0.17
0.2
6.08
0.7
0.93
5.48
0.74
1
bmlink:1240bmlink:1240
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AlternativesAlternatives
-
-0.73%
0.31%
1.39%
4.96%
7.38%
5.34%
6.77%
7.47%
5.44%
2.59
1.16
-
3.64
1.17
2.44
4.66
1.22
2.43
4.65
0.83
1.4
bmlink:1240bmlink:1240
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Fixed Income - CreditFixed Income - Credit
-
0.97%
-0.34%
1.60%
4.45%
8.18%
5.85%
2.97%
4.02%
4.14%
2.34
1.61
3.92
3.15
0.23
0.33
3.69
0.68
0.9
3.2
0.81
1.11
bmlink:4140bmlink:4140
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Fixed Income - DebtFixed Income - Debt
-
0.77%
0.54%
2.04%
4.40%
8.82%
7.34%
6.28%
5.99%
5.83%
0.5
8.92
-
0.92
5.21
-
1.52
2.9
4.21
1.36
3.15
4.81
bmlink:4140bmlink:4140
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Fixed Income - Hybrid CreditFixed Income - Hybrid Credit
-
0.63%
0.70%
2.36%
5.20%
9.50%
7.49%
6.37%
6.11%
5.76%
1.05
4.8
-
1.47
2.88
10.65
1.94
2.32
3.95
1.73
2.41
4.26
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Fixed Income - BondsFixed Income - Bonds
-
0.63%
-0.79%
0.73%
3.02%
4.20%
3.05%
0.42%
1.47%
2.10%
3.26
0
-0.02
3.46
-0.55
-0.75
3.16
-0.02
-0.05
2.76
0.21
0.28
bmlink:3669bmlink:3669
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Digital AssetsDigital Assets
-
8.17%
-11.79%
6.41%
66.36%
107.50%
42.20%
22.78%
52.35%
-
40.34
1.94
5.43
45.28
0.63
0.69
50.72
1.06
1.6
-
-
-
bmlink:3899bmlink:3899
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GPR APREA Composite IndexGPR APREA Composite Index
-
-4.05%
-2.45%
-5.11%
-7.20%
-13.81%
-8.18%
-6.40%
-4.11%
1.25%
8.99
-2.06
-1.9
8.69
-0.97
-1.17
11.52
-0.44
-0.58
10.93
0.03
-0.03
bmdata:1022bmdata:1022
-
S&P Global Infrastructure Index (AUD)S&P Global Infrastructure Index (AUD)
-
3.71%
0.07%
8.43%
11.10%
11.40%
7.09%
11.54%
7.00%
7.18%
8.73
0.81
1.33
9.25
0.98
1.45
13.19
0.47
0.51
12.22
0.51
0.59
bmdata:3730bmdata:3730
-
ASX200 Total ReturnASX200 Total Return
-
0.92%
-2.94%
1.16%
10.66%
12.93%
7.80%
6.80%
7.83%
8.54%
10.99
0.79
1.29
13.39
0.39
0.48
16.34
0.45
0.49
14.59
0.53
0.62
bmdata:751bmdata:751
-
All Countries World Index (AUD)All Countries World Index (AUD)
-
1.46%
-2.66%
1.74%
13.49%
21.18%
16.05%
10.60%
12.66%
11.52%
10.52
1.5
2.81
11.26
0.76
1.14
11.24
0.99
1.51
11.03
0.91
1.38
bmdata:941bmdata:941
-
Asia Pacific Index BenchmarkAsia Pacific Index Benchmark
-
0.81%
-5.24%
-1.33%
9.38%
22.19%
14.89%
7.03%
8.69%
7.64%
12.42
1.35
1.98
11.89
0.44
0.59
11.7
0.64
0.9
11.23
0.58
0.8
bmdata:942bmdata:942
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Barclay Hedge Global Macro IndexBarclay Hedge Global Macro Index
-
1.15%
-1.58%
2.29%
7.11%
10.34%
4.31%
5.37%
7.57%
5.70%
4.98
1.17
2.07
5.05
0.61
1.09
5.43
1.08
2.06
5.27
0.78
1.31
bmdata:1240bmdata:1240
-
RBA Cash Rate + 5%RBA Cash Rate + 5%
-
0.75%
0.75%
2.26%
4.57%
9.27%
8.61%
7.45%
6.63%
6.59%
0.03
-
-
0.48
-
-
0.47
-
-
0.39
-
-
bmdata:4140bmdata:4140
-
Bloomberg AusBond Composite 0+ Yr IndexBloomberg AusBond Composite 0+ Yr Index
-
0.39%
-1.98%
-0.50%
2.40%
0.87%
1.30%
-2.09%
-0.55%
1.08%
5.64
-0.56
-0.75
6.4
-0.67
-0.88
5.54
-0.36
-0.49
4.91
-0.07
-0.13
bmdata:3669bmdata:3669
-
S&P Cryptocurrency Broad Digital Market IndexS&P Cryptocurrency Broad Digital Market Index
-
14.07%
-17.93%
6.67%
80.58%
124.01%
44.02%
16.16%
46.90%
50.74%
52.35
1.75
3.87
63.7
0.52
0.33
68.92
0.88
1.01
86.71
0.86
0.94
bmdata:3899bmdata:3899
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Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]