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AEF World Equities AU USD Performance
All performances are expressed as percentage change, calculated in Euros on a bid to bid basis with income (dividends) reinvested gross of any applicable taxes.
| 6 months | 1 year | 3 years | 5 years | Since Launch | |
|---|---|---|---|---|---|
| AEF World Equities AU USD | -6.98 | -12.79 | 13.06 | 42.45 | 49.74 |
| Sector (Equity Global) | -2.72 | -1.32 | 17.21 | 48.22 | N/A |
| Absolute Ranking in Sector | 142 out of 425 | 139 out of 392 | 115 out of 304 | 109 out of 258 | N/A |
| Best Fund in Sector (click to see best fund for each period) | |||||
| Quartile Ranking | 2 | 2 | 2 | 2 | 3 |
Percentage return on Investment over entire period shown. Also shows ranking within the GIF Sector. Quartile ranking shows which of the four quartiles the fund is in for each time period.
| 0–12 months | 12–24 months | 24–36 months | 36–48 months | 48–60 months | |
|---|---|---|---|---|---|
| AEF World Equities AU USD | -7.92 | 10.03 | 23.48 | 16.74 | 6.42 |
| Sector (Equity Global) | -8.56 | 14.96 | 16.50 | 13.41 | 13.36 |
| Quartile Ranking | 2 | 4 | 1 | 1 | 4 |
This table shows how consistently the fund achieves its returns. For each of the 12 month periods making up the last 5 years, this table shows the percentage growth achieved. The fund is also ranked within its general sector for each discrete 12 month period; the quartile ranking shows which of four quartiles the fund was in for each period.
| 3 years | 4 years | 5 years | 7 years | 10 years | |
|---|---|---|---|---|---|
| AEF World Equities AU USD | 3.9% | 3.67% | 3.43% | 4.48% | 4.98% |
| Sector (Equity Global) | 3.80% | 3.64% | 3.49% | 4.41% | 4.86% |
| Volatility Ranking in Sector | 144 out of 304 | 132 out of 279 | 104 out of 258 | 111 out of 209 | 91 out of 135 |
| Least Volatile Fund in Sector | 1.17% | 1.07% | 1.02% | 1.04% | 3.41% |
| Most Volatile Fund in Sector | 1.17% | 6.57% | 6.56% | 7.29% | 8.70% |
| Quartile Ranking | 3 | 3 | 2 | 3 | 3 |
Volatility is a measurement of the total deviation (movement) of a funds past performance. It is sometimes used to represent the 'riskiness' of a funds past performance. The greater the value the more the funds performances have fluctuated over the time period being assessed. Quartile Ranks - (1) Least Volatile and (4) Most Volatile against other funds in sector