| MSID | Periodic Returns | 1 mo | 3 mo | 6 mo | 1 yr | 3 yr | 5 yr | 7 yr | 10 yr | 20 yr |
|---|---|---|---|---|---|---|---|---|---|---|
| XIUSA04GJ7 | S&P/ASX 50 TR AUD | -3.03 | 0.15 | 14.35 | 9.33 | 8.21 | 8.20 | 7.93 | 7.47 | 8.76 |
| XIUSA04GJ4 | S&P/ASX 100 TR | -2.91 | 0.98 | 14.77 | 9.24 | 7.99 | 8.51 | 8.22 | 7.95 | 8.91 |
| XIUSA04GAS | S&P/ASX 200 TR AUD | -2.94 | 1.04 | 15.17 | 9.07 | 7.30 | 8.00 | 7.97 | 7.76 | 8.67 |
| XIUSA04GAU | S&P/ASX 300 TR | -2.92 | 1.23 | 15.29 | 9.04 | 7.05 | 7.98 | 7.98 | 7.77 | 8.60 |
| XIUSA04GJ6 | S&P/ASX All Ordinaries TR | -2.70 | 1.52 | 15.97 | 9.94 | 7.15 | 8.38 | 8.36 | 8.06 | 8.71 |
| XIUSA04GAR | S&P/ASX Small Ordinaries TR AUD | -3.06 | 3.33 | 19.66 | 7.36 | 0.02 | 3.93 | 6.36 | 6.49 | 5.68 |
| FOUSA06FZX | S&P/ASX Small Industrial TR | -5.02 | 2.13 | 22.63 | 10.42 | -1.34 | 2.56 | 5.29 | 6.30 | 6.11 |
| XIUSA04GWC | MSCI World Ex Australia NR AUD | -3.26 | 5.56 | 17.34 | 20.71 | 12.00 | 12.33 | 12.62 | 12.94 | 8.59 |
| F00000Q6UQ | MSCI World ex Australia NR Hdg AUD | -3.26 | 4.66 | 19.55 | 19.03 | 6.01 | 9.54 | 9.69 | 9.93 | 9.10 |
| XIUSA04GVV | MSCI Japan NR AUD | -4.41 | 2.77 | 16.67 | 21.35 | 8.61 | 8.14 | 8.22 | 10.29 | 5.00 |
| F00000SG8U | MSCI ACWI NR AUD | -2.85 | 5.89 | 16.78 | 19.54 | 10.48 | 11.22 | 11.70 | 12.11 | 8.34 |
| XIUSA04GW0 | MSCI EM NR AUD | 0.92 | 9.78 | 12.52 | 11.83 | -0.07 | 3.54 | 5.57 | 6.68 | 7.52 |
| FOUSA06RJP | Morningstar EM | |||||||||
| FOUSA06YKB | MSCI World Small Cap NR AUD | -4.72 | 3.65 | 15.67 | 11.95 | 4.09 | 7.83 | 8.65 | 10.41 | 8.55 |
| F00000WE2O | S&P 500 TR AUD | -3.63 | 6.17 | 17.96 | 24.83 | 14.50 | 15.03 | 15.55 | 16.51 | 10.62 |
| F00000V7MD | S&P 500 Hedged NR AUD | -4.21 | 3.92 | 19.47 | 19.72 | 5.41 | 10.20 | 10.74 | 10.91 | |
| XIUSA04GVV | MSCI Japan NR AUD | -4.41 | 2.77 | 16.67 | 21.35 | 8.61 | 8.14 | 8.22 | 10.29 | 5.00 |
| F00000UVFC | MSCI AC Asia EX Japan NR AUD | 1.72 | 11.60 | 11.89 | 9.42 | -1.68 | 3.47 | 5.95 | 8.00 | 7.87 |
| F00000PGXW | MSCI China NR AUD | 7.10 | 18.74 | 1.70 | -5.12 | -12.64 | -4.01 | 1.67 | 5.82 | 8.19 |
| F00000WA6Q | MSCI India NR AUD | 2.80 | 7.88 | 22.04 | 36.78 | 20.28 | 13.75 | 12.98 | 14.05 | 11.64 |
| FOUSA06MAS | Bloomberg AusBond Bank 0+Y TR AUD | 0.35 | 1.07 | 2.17 | 4.24 | 2.19 | 1.55 | 1.64 | 1.83 | 3.43 |
| FOUSA06MAT | Bloomberg AusBond Composite 0+Y TR AUD | -1.98 | -1.18 | 4.71 | -0.73 | -2.13 | -0.29 | 1.19 | 2.29 | 4.32 |
| F00000MP4I | Bloomberg AusBond Govt 0+Y TR AUD | -2.24 | -1.46 | 4.83 | -1.50 | -2.52 | -0.57 | 1.01 | 2.20 | 4.24 |
| FOUSA07XXC | Bloomberg AusBond Credit 0+Y TR AUD | -0.91 | 0.03 | 4.44 | 3.27 | -0.23 | 1.41 | 2.44 | 3.18 | 4.97 |
| FOUSA07XXD | Bloomberg AusBond Govt Infl 0+Y TR AUD | -1.82 | -0.98 | 5.44 | 0.26 | -0.18 | 1.57 | 2.41 | 3.28 | 5.06 |
| XIUSA04B3M | FTSE WGBI Hdg AUD | -1.74 | -1.92 | 3.52 | -0.91 | -3.92 | -1.06 | 0.17 | 1.79 | 4.62 |
| XIUSA04G7Z | Bloomberg Global Aggregate TR AUD | -2.07 | -1.47 | 1.82 | -0.75 | -0.33 | -0.01 | 1.58 | 3.17 | 2.79 |
| XIUSA04G7Y | Bloomberg Global Aggregate TR Hdg AUD | -1.70 | -1.70 | 4.18 | 0.38 | -3.01 | -0.47 | 0.61 | 2.06 | 4.75 |
| F00000WSE1 | Bloomberg Global Treasury TR Hdg AUD | -1.56 | -1.50 | 3.66 | 0.09 | -2.91 | -0.58 | 0.53 | 2.07 | 4.78 |
| F00000WYHM | Bloomberg Gbl Agg Corp TR Hdg AUD | -1.98 | -2.05 | 5.77 | 1.37 | -3.47 | -0.10 | 0.99 | 2.42 | 5.16 |
| F00000U52F | Bloomberg Multiverse TR Hdg AUD | -1.66 | -1.59 | 4.37 | 0.73 | -2.90 | -0.37 | 0.70 | 2.16 | |
| FOUSA08S3U | Bloomberg Global High Yield TR Hdg AUD | -0.73 | 1.55 | 9.92 | 10.41 | -0.02 | 1.76 | 2.42 | 3.91 | 7.70 |
| FOUSA07XUU | MorningstarAus BBG AuBd Cmp/BCGA TR HAUD | -1.84 | -1.44 | 4.44 | -0.17 | -2.56 | -0.36 | 0.91 | 2.19 | 4.54 |
| F00000JYPY | S&P Global Infrastructure NR AUD | -0.10 | 5.73 | 11.94 | 1.74 | 9.34 | 5.29 | 6.39 | 7.77 | 7.69 |
| FOUSA08PED | S&P Global Infrastructure NR Hdg AUD | -0.08 | 4.96 | 13.45 | 0.22 | 4.64 | 3.10 | 4.07 | 5.62 | |
| XIUSA04GAQ | S&P/ASX 200 A-REIT TR | -7.78 | 6.27 | 33.26 | 19.61 | 7.44 | 5.28 | 6.34 | 9.02 | 5.81 |
| XIUSA04GAT | S&P/ASX 300 A-REIT TR | -7.64 | 6.00 | 32.58 | 18.89 | 7.51 | 5.53 | 6.64 | 9.26 | 5.84 |
| FOUSA09LI8 | FTSE EPRA Nareit Developed NR AUD | -5.53 | -1.57 | 9.57 | 0.88 | 0.52 | 0.43 | 3.11 | 5.81 | |
| FOUSA09LZJ | FTSE EPRA Nareit Developed NR Hdg AUD | -5.35 | -2.09 | 11.60 | -0.09 | -4.26 | -1.70 | 0.79 | 3.57 | |
| F0000174LC | Morningstar AUS Con Tgt Alloc NR AUD | -1.46 | -0.37 | 5.12 | 1.54 | -0.14 | 1.03 | 1.92 | 2.73 | 4.56 |
| F0000174LE | Morningstar AUS Mod Tgt Alloc NR AUD | -2.01 | 0.22 | 7.61 | 4.17 | 1.05 | 2.61 | 3.42 | 4.16 | 5.56 |
| F0000174LD | Morningstar AUS Balance Tgt Alloc NR AUD | -2.39 | 1.04 | 10.12 | 6.85 | 2.72 | 4.44 | 5.12 | 5.75 | 6.71 |
| F0000174LF | Morningstar AUS Growth Tgt Alloc NR AUD | -2.79 | 1.71 | 12.60 | 9.40 | 4.67 | 6.26 | 6.74 | 7.23 | 7.62 |
| F0000174LB | Morningstar AUS Agg Tgt Alloc NR AUD | -3.05 | 2.71 | 15.14 | 12.59 | 6.66 | 8.19 | 8.50 | 8.79 | 8.56 |
| F00000UTTH | RBA Cash Rate | 0.36 | 1.09 | 2.22 | 4.35 | 2.28 | 1.57 | 1.56 | 1.71 | 3.30 |
| F00000WHBU | RBA Cash Rate + 5% | 0.77 | 2.33 | 4.74 | 9.57 | 7.39 | 6.65 | 6.64 | 6.79 | 8.47 |
| FOUSA07E9J | RBA Bank accepted Bills 90 Days | 0.35 | 1.05 | 2.15 | 4.26 | 2.35 | 1.60 | 1.67 | 1.84 | 3.37 |
| F00000UWCI | CPI | 0.30 | 0.93 | 1.65 | 3.64 | 5.25 | 3.81 | 3.20 | 2.70 | 2.74 |
| F00000XDHU | CPI + 1.0% | 0.38 | 1.19 | 2.16 | 4.68 | 6.30 | 4.84 | 4.23 | 3.73 | 3.76 |
| F00000USEO | CPI + 2.0% | 0.46 | 1.44 | 2.67 | 5.71 | 7.35 | 5.88 | 5.26 | 4.76 | 4.79 |
| F00000USEL | CPI + 3.0% | 0.54 | 1.68 | 3.17 | 6.75 | 8.41 | 6.92 | 6.29 | 5.78 | 5.82 |
| F00000USEI | CPI + 4.0% | 0.63 | 1.93 | 3.67 | 7.79 | 9.46 | 7.96 | 7.32 | 6.81 | 6.84 |
| F00000V356 | CPI + 5.0% | 0.71 | 2.17 | 4.16 | 8.82 | 10.51 | 9.00 | 8.36 | 7.84 | 7.87 |
Source: SQM Research, as at: Apr 2024