YHD - Delayed Quote AUD
Spheria Opportunities (18418.AX)
At close: June 28 at 6:07:38 PM EDT
Performance Overview
| Morningstar Return Rating | 5 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
| Best 1Y Total Return | 29.43% |
| Worst 1Y Total Return | -9.87% |
| Best 3Y Total Return | 29.43% |
| Worst 3Y Total Return | 7.50% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
18418.AX
Category
- YTD
- 10.46%
- 3.87%
- 1-Month
- 5.83%
- 3.15%
- 3-Month
- 4.49%
- 3.87%
- 1-Year
- 4.97%
- 15.46%
- 3-Year
- 13.09%
- 6.31%
- 5-Year
- 10.05%
- 10.31%
- 10-Year
- 0.00%
- 4.29%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
18418.AX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | -0.99% | 6.87% | 3.18% | -11.76% |
| 2017 | 3.25% | 1.78% | 7.53% | 7.42% |
| 2016 | -3.29% | 5.99% | 2.18% | 1.43% |
| 2015 | 16.42% | -6.41% | -1.32% | 12.06% |
| 2014 | 2.18% | -1.71% | -1.37% | -0.44% |
| 2013 | 11.38% | -0.53% | 13.87% | 2.60% |
| 2012 | 13.73% | -6.79% | 8.11% | 10.04% |
| 2011 | 2.82% | -3.83% | -10.02% | 1.28% |
| 2010 | 9.13% | 10.16% | -- | -- |
Rank in Category (By Total Return)
| YTD | 43 |
| 1-Month | 50 |
| 3-Month | 88 |
| 1-Year | 32 |
| 3-Year | 16 |
| 5-Year | 10 |
Load Adjusted Returns
Load Adjusted Returns Information Not Available
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Fund Overview
| Category | Equity Australia Large Growth |
| Fund Family | Spheria Asset Management Pty Limited |
| Net Assets | 18.87M |
| YTD Return | 10.46% |
| Yield | 24.71% |
| Morningstar Rating | |
| Inception Date | Jun 22, 2010 |
Fund Summary
The Fund aims to provide Investors with medium to long term capital growth and outperformance by investing initially in a diversified portfolio of Australian companies with strong outperformance potential.
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