Strategy
Momentum
Australia

ASX Momentum Performance Update

3 Mar 2020
By
This is a monthly update of our ASX Momentum Strategy. All performance information is taken from a live model account that follows all advice as per the strategy but doesn't include brokerage.

Last Updated: 02 March 2020

Performance figures stated from December 31 2019 onward are referencing results of the 10 stock ASX Momentum Strategy. Figures stated prior to December 31 219 are referencing results generated by the original ASX Momentum Strategy. The since inception figure represents the combined annualised return generated by both strategies.

Rolling Returns

One MonthTwelve MonthsSince Inception (p.a.)
ASX Momentum Strategy-11.06%0.32%9.51%
ASX 100 Index-7.49%10.48%11.14%

Annual Returns

2016*2017201820192020
ASX Momentum Strategy17.58%14.50%5.02%2.89%-3.80%
ASX 100 Index9.33%12.68%-0.91%25.72%-7.49%

Monthly Returns

JanFebMarAprMay*JunJulAugSepOctNovDecTotal
2016-1.43%2.99%11.17%0.25%0.04%2.33%-1.01%2.54%17.58%
20179.02%2.12%-6.12%-6.21%4.55%9.42%-6.22%4.82%1.40%2.95%-0.22%-0.22%14.50%
2018-1.29%7.26%-0.84%3.15%0.57%6.95%-0.49%3.06%-0.86%-9.00%-2.42%-0.14%5.02%
2019-1.57%1.02%7.63%3.39%5.03%6.47%6.54%-9.99%-6.52%-12.24%7.95%-2.05%2.89%
20208.16%-11.06%-3.80%

*From 18 May 2016

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Ed Lomax

Do you have any data on the performance of the momentum strategy top 5 recommendations vs the asx100, asx200, asx300?

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