Top Traded XTBs
|Ranking||1 Month||3 Month||6 Month||9 Month||12 Month||Since Launch|
Source: Australian Corporate Bond Company as at 31 Oct 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.
Senior corporate bonds v equities: from 1992 to 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.
|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.