Five Most Traded XTBs
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YTMAZJ
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YTMF06
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YTMQF3
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YTMF09
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YTMDX1
Source: Australian Corporate Bond Company as at 30 SEP 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.
Performance
Senior corporate bonds v equities: ’92 to ’18
Initial Investment: $10,000
| 1992 – SEP 2018 | ANNUALISED RETURN | ANNUALISED VOLATILITY |
| S & P / ASX Accumulation Index | 9.47% | 14.9% |
| Bloomberg AusBond Credit Index | 6.99% | 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 | 5.06% | 0.4% |
XTB Recommended Portfolio Performance
We have a range of portfolios available to advisers. Full performance details for these portfolios is available here.
