YHD - Delayed Quote AUD
BT Sustainable Australian Share Fund (8409.AX)
At close: June 28 at 6:07:38 PM EDT
Fund Summary
This Fund is designed for investors who want the potential for long-term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund may also hold cash and may use derivatives.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.98% |
| Worst 1Y Total Return | -35.57% |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 8409.AX | Category Average | 8409.AX | Category Average | 8409.AX | Category Average | |
| Alpha | 0.03 | -0.01 | -0.15 | -0.01 | -0.31 | -0.01 |
| BETA | 0.95 | 0.01 | 0.97 | 0.01 | 0.95 | 0.01 |
| Mean Annual Return | 0.46 | 0.01 | 0.57 | 0.01 | 0.42 | 0 |
| R-squared | 97.17 | 0.94 | 97.82 | 0.95 | 97.93 | 0.96 |
| Standard Deviation | 12.27 | 0.12 | 12.38 | 0.12 | 13.67 | 0.14 |
| Sharpe Ratio | 0.25 | 0 | 0.3 | 0.01 | 0.06 | 0 |
| Treynor Ratio | 2.55 | 0.04 | 3.23 | 0.08 | -0.07 | -0 |
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