WEALTH-BUILDER PORTFOLIO REPORTS

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PORTFOLIO MANAGER COMMENTARY

 

PERFORMANCE (VAMI)

$100,000$120,000$140,000$160,000$180,000$200,000$220,000$240,000Wealth Builder PortfolioConsumer Price Index +5%Nov20152016201720182019202020212022202320242025Jun

PERFORMANCE


Last Month

3M Return

1 Yr Return

3 Yrs Ave. Return

5 Yrs Ave. Return

Since Inc. Ave. Return

1 Yr Std. Dev. (annual)

3 Yrs Std. Dev. (annual)

Since Inc. Std. Dev. (annual)

1 Yr Max Drawdown

3 Yrs Max Drawdown

Since Inc. Max Drawdown

Wealth Builder Portfolio

5.22%

10.14%

15.87%

9.37%

7.61%

6.29%

10.21%

7.65%

8.31%

-3.41%

-4.13%

-17.74%

Consumer Price Index +5%

0.71%

2.14%

7.39%

9.44%

9.24%

7.84%

0.43%

0.63%

0.76%

0.00%

0.00%

-0.68%


International SharesAlternativesCashAustralian SharesProperty & InfrastructureFixed InterestOther0%20%40%60%80%100%Oct20162018202020222024Jun

STATISTICS


Total Return Cumulative

90.72%

Winning Months

67.72%

Correlation vs. Consumer Price Index +5%

-0.16

Total Return Annualized

90.72%

Losing Months

32.28%

Best Years

14.34%

Consecutive Winning Months

11

Worst Years

-7.94%

Consecutive Losing Months

3

Average Winning Years

8.06%

1 Year Returns

15.87%

Average Losing Years

-5.89%

Max Drawdown

-17.74%

Winning Years

83.33%

Standard Deviation Annualized

8.31%

Losing Years

16.67%

Sharpe Ratio

0.72