Advising

XTB Market Performance

Top Traded XTBs

  1. YTMDO1

  2. YTMSCG

  3. YTMQF3

  4. YTMF08

  5. YTMF06

Source: Australian Corporate Bond Company as at 30 April 2018

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.

XTB Performance

XTBs vs Equities: May 2015 to Mar 2018

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: ’92 to ’18

Initial Investment: $10,000

1992 – MAR 2018 ANNUALISED RETURN ANNUALISED VOLATILITY
S & P / ASX Accumulation Index 9.25% 15.0%
Bloomberg AusBond Credit Index 7.07% 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 – 31 MAR 2018 ANNUALISED RETURN ANNUALISED VOLATILITY
FLOATING RATE INDEX 5.12% 0.4%

XTB Recommended Portfolio Performance

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