Strategy
Momentum
Australia

ASX Momentum Performance Update

2 Dec 2019
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 December 2019

Rolling Returns

One MonthTwelve MonthsSince Inception (p.a.)
ASX Momentum Strategy7.10%4.07%11.56%
ASX 100 Index3.38%27.2%11.91%

Annual Returns

2016*201720182019 YTD
ASX Momentum Strategy17.58%14.50%5.02%4.16%
ASX 100 Index8.54%11.05%-2.35%26.89%

Monthly Returns

JanFebMarAprMay*JunJulAugSepOctNovDecTotal
2016-2.35%4.02%11.17%0.25%0.04%2.29%-1.01%2.54%17.58%
20179.02%2.12%-1.59%-5.63%5.72%1.45%-4.75%3.18%0.98%1.75%2.48%-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%7.10%

*From 18 May 2016

View Comments

Comments

We are glad you liked it

For your convenience, this will appear under your Saved articles in the homepage.