Advising

XTB Market Performance

Top Traded XTBs

Ranking 1 Month 3 Month 6 Month 9 Month 12 Month Since Launch
1 YTMLL1 YTMAZJ YTMAZJ YTMAZJ YTMAZJ YTMAZJ
2 YTMAWC YTMF06 YTMLL1 YTMLL1 YTMLL1 YTMLL1
3 YTMAZJ YTMLL1 YTMDO1 YTMF09 YTMAWC YTMWOW
4 YTMDO1 YTMF09 YTMF06 YTMDO1 YTMLLC YTMLLC
5 YTMQF3 YTMDO1 YTMQF2 YTMAWC YTMF06 YTMF06
Source: Australian Corporate Bond Company as at 31 July 2017

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.

XTBs vs Equities: May 2015 to June 2017

The chart below shows mark-to-market total returns from senior corporate bonds (XTBs on ASX) v. equities since XTBs became available on ASX in May 2015.
Note: Performance is after the XTB fee has been deducted.

XTB Total Returns vs Equities 2015 to June 2017

Senior corporate bonds v equities: from 1992 to 2017

Equities vs Bonds chart from 1992-2017

Initial Investment: $10,000

1992 – AUG 2017 ANNUALISED RETURN ANNUALISED VOLATILITY
S & P / ASX Accumulation Index 9.32% 15.1%
Bloomberg AusBond Credit Index 7.16% 2.7%

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.

Chart of Floating Rate Note Index to June 2017

1998 – 30 JUNE 2017 ANNUALISED RETURN ANNUALISED VOLATILITY
FLOATING RATE INDEX 5.21% 0.45%

XTB Model Portfolio Performance

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

Disclaimer

Source Bloomberg & Australian Corporate Bond Company Limited.
The XTB data has been extrapolated based on the underlying bond price and  the Securities Manager’s Margin (fees).
The XTB data is based on a universe of XTBs over fixed rate bonds. The first XTBs were quoted on ASX on 14 May 2015.
At the end of the analysis there are 26 XTBs that make up the XTB index. Past performance is not a guarantee of future performance.
You should not make an investment decision based on this chart alone, you should consider the relevant Product Disclosure Statement, with or without the assistance of your professional advisers.