Yarra Australian Equities Fund

Performance Summary as at March 2024

The Yarra Australian Equities Fund has a track record of 27 years and 8 months and has outperformed the ASX 200 Total Return benchmark since inception in August 1996, providing investors with an annualised return of 9.63% compared with the benchmark's return of 9.16% over the same period.

On a calendar year basis, the fund has experienced a negative annual return on 5 occasions in the 27 years and 8 months since its inception. Over the past 12 months, the fund's largest drawdown was -9.66% vs the index's -7.19%, and since inception in August 1996 the fund's largest drawdown was -37.35% vs the index's maximum drawdown over the same period of -47.19%. The fund's maximum drawdown began in November 2007 and lasted 5 years and 2 months, reaching its lowest point during February 2009. The fund had completely recovered its losses by January 2013.

The Manager has delivered these returns with 0.59% more volatility than the benchmark, contributing to a Sharpe ratio which has fallen below 1 four times over the past five years and which currently sits at 0.47 since inception. The fund has provided positive monthly returns 96% of the time in rising markets and 9% of the time during periods of market decline, contributing to an up-capture ratio since inception of 107% and a down-capture ratio of 100%.

Cumulative Returns
Fund Index

Yarra Australian Equities Fund - Cumulative Performance vs ASX 200 Total Return

 

Drawdowns
Fund Index

Drawdown%

 
Fund Index

Quintile Ranking vs. Equity Long - Large Cap - Australia as at March 2024

The performance of the Yarra Australian Equities Fund ranked it in the second quintile for Total Return, Sharpe and Sortino over 3 years.

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7 Year
Yarra Australian Equities Fund
ASX200 Total Return
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.