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XTB Market Performance

XTBs were first available on ASX on 14 May 2015. The market performance of both XTBs and their underlying corporate bonds has demonstrated the capital stability of senior corporate bonds.

View performance of individual XTBs

Performance – Initial investment $10,000

Senior corporate bonds v equities: ’92 to ’18

1992 – SEP 2018 ANNUALISED RETURN ANNUALISED VOLATILITY
S & P / ASX Accumulation Index 9.02% 14.9%
Bloomberg AusBond Credit Index 6.98% 2.3%

Floating Rate Note Index

The chart below shows the total returns from the senior floating rate note index. The dislocation in 2008 was the credit crisis part of the GFC. Otherwise, senior floating rate bonds are among the most capital stable securities in Australia.

1998 – 30 SEP 2018 ANNUALISED RETURN ANNUALISED VOLATILITY
FLOATING RATE INDEX 5.01% 0.4%

XTB Recommended Portfolio Performance

We have a range of portfolios available to advisers. Full performance details for these portfolios is available here.

Source Bloomberg & Australian Corporate Bond Company Limited.

Infographic: What are Corporate Bonds?

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Available XTBs

Check out the range of fixed and floating XTBs available on ASX

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