Yarra Emerging Leaders Fund

Performance Summary as at May 2022

The Yarra Emerging Leaders Fund has a track record of 24 years and 8 months and has outperformed the ASX 200 Total Return Index since inception in October 1997, providing investors with an annualised return of 9.99% compared with the index's return of 8.41% over the same period.

On a calendar year basis, the fund has experienced a negative annual return on 5 occasions in the 24 years and 8 months since its inception. Over the past 12 months, the fund's largest drawdown was -9.46% vs the index's -6.35%, and since inception in October 1997 the fund's largest drawdown was -51.6% vs the index's maximum drawdown over the same period of -47.19%. The fund's maximum drawdown began in November 2007 and lasted 6 years and 5 months, reaching its lowest point during November 2008. The fund had completely recovered its losses by April 2014.

The Manager has delivered these returns with 2.97% more volatility than the index, contributing to a Sharpe ratio which has fallen below 1 four times over the past five years and which currently sits at 0.45 since inception. The fund has provided positive monthly returns 87% of the time in rising markets and 25% of the time during periods of market decline, contributing to an up-capture ratio since inception of 112% and a down-capture ratio of 99%.

Cumulative Returns
Fund Index

Yarra Emerging Leaders Fund - Cumulative Performance vs ASX 200 Total Return

 

Drawdowns
Fund Index

Drawdown%

 
Fund Index

Quintile Ranking vs. Equity Long - Small/Mid Cap - Australia as at April 2022

The performance of the Yarra Emerging Leaders Fund ranked it in the second quintile for all KPIs except Volatility over 1 year.

1 Year
3 Year
5 Year
7 Year
Yarra Emerging Leaders 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.