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ASXValue

Value Investing in the Australian Stock Market

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Performance

This page tracks my quarterly and full-year performance against my benchmark, the Vanguard ASX300 (ASX:VAS). I only started tracking performance seriously when I set up an SMSF, which is my primary vehicle for active investing.

Q1Q2Q3Q4Full Year
Me FY1821.55%27.11%14.59%-5.52%67.28%
VAS FY180.77%6.98%-4.04%8.27%12.01%
Me FY19-3.63%-7.67%15.23%13.49%16.35%
VAS FY191.59%-8.44%12.92%8.63%14.10%
Me FY2012.45%9.19%-26.22%35.26%22.42%
VAS FY202.72%0.51%-22.64%16.73%-7.24%
Me FY2120.52%20.46%-1.39%18.03%68.97%
VAS FY21-0.1%13.76%4.89%7.84%28.55%

My total return as at 30/6/2021: 302.5%

Average Annual Return: 43.76%

VAS total (4 year) return as at 31/12/2020: 52.39%

VAS Average Annual Return: 11.86%

Recent Posts

  • Q4 FY21 and full year returns
  • Kelly Partners Group: KPG
  • Why I think FMG is a long-term winner
  • Q3, FY21 Results
  • Q2, FY21 results

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