MID-TERM PORTFOLIO REPORTS

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PORTFOLIO MANAGER COMMENTARY

 

PERFORMANCE (VAMI)

$100,000$110,000$120,000$130,000$140,000$150,000$160,000$170,000Mid Term PortfolioConsumer Price Index +2%Nov20152016201720182019202020212022202320242025May

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

Mid Term Portfolio

2.21%

0.72%

6.01%

5.54%

5.33%

3.95%

5.32%

4.73%

4.95%

-2.84%

-3.33%

-11.93%

Consumer Price Index +2%

0.47%

1.40%

4.37%

6.43%

5.93%

4.76%

0.43%

0.64%

0.76%

0.00%

0.00%

-1.40%


International SharesAlternativesCashAustralian SharesProperty & InfrastructureFixed Interest0%20%40%60%80%100%Oct20162018202020222024May

STATISTICS


Total Return Cumulative

50.22%

Winning Months

66.67%

Correlation vs. Consumer Price Index +2%

-0.09

Total Return Annualized

50.22%

Losing Months

33.33%

Best Years

10.61%

Consecutive Winning Months

11

Worst Years

-3.16%

Consecutive Losing Months

3

Average Winning Years

5.31%

1 Year Returns

6.01%

Average Losing Years

-1.82%

Max Drawdown

-11.93%

Winning Years

75.00%

Standard Deviation Annualized

4.95%

Losing Years

25.00%

Sharpe Ratio

0.71