Period
to
30 Jun 2016 to 30 Jun 2026
2.5% p.a.

Total return

annualised | cumulative, net of expenses

Volatility

annualised, from daily returns

Maximum drawdown

largest peak-to-trough fall

* Cash is simulated through the total return of BIL, with no fees applied. BIL is an ETF holding US Treasury bills that mature within one to three months, used here as a proxy for the short-term US dollar risk-free rate.

Calendar-year returns

Net of simulated expenses. Greener is stronger, redder is weaker. The rolling 10-year column, set apart on the right, is the cumulative total return over the full period.