Compound Income Portfolio Performance Table
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MONTHLY PERFORMANCE HISTORY %
Annualised Since Inception
+19.86%
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2015JanFebMarAprMayJunJulAugSepOctNovDecYTD
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CIS+3.63%+3.43%-0.15%+2.52%-3.08%+1.78%+3.13%+1.50%+2.40%+16.01%
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FTSE ASI TR+2.08%+1.35%-5.75%+2.40%-5.32%-2.73%+4.69%+0.57%-1.27%-4.42%
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Relative+1.56%+2.08%+5.59%+0.13%+2.24%+4.51%-1.57%+0.93%+3.67%+20.43%
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2016JanFebMarAprMayJunJulAugSepOctNovDecYTDSince Inception
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CIS-2.44%-1.66%-0.76%-1.55%+2.19%-9.06%+7.85%+3.99%+1.82%+0.03%+0.68%+4.15%+4.34%+21.05%CIS
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FTSE ASI TR-3.08%+0.80%+1.94%+1.14%+1.24%+2.26%+4.01%+2.48%+1.12%+0.56%-1.62%+5.01%+16.75%+11.60%ASI TR
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Relative+0.64%-2.46%-2.70%-2.69%+0.95%-11.32%+3.84%+1.51%+0.70%-0.53%+2.30%-0.86%-12.41%+9.45%Relative
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2017JanFebMarAprMayJunJulAugSepOctNovDecYTDSince Inception
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CIS+2.31%+5.80%+4.05%+5.78%+0.51%-1.14%+4.89%+1.25%+1.05%+4.77%-0.70%+5.49%+39.40%+68.75%CIS
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FTSE ASI TR-0.33%+2.92%+1.41%-0.37%+4.36%-2.47%+1.80%+0.77%-0.43%+1.86%-0.88%+3.95%+13.10%+26.21%ASI TR
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Relative+2.64%+2.88%+2.63%+6.15%-3.85%+1.33%+3.09%+0.49%+1.48%+2.90%+0.17%+1.53%+26.31%+42.54%
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2018JanFebMarAprMayJunJulAugSepOctNovDecYTDSince Inception
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CIS+0.06%-3.07%-2.21%+4.43%+4.83%+2.61%+6.55%+79.80%CIS
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FTSE ASI TR-1.93%-2.55%-2.83%+6.73%+2.79%-0.18%+1.69%+28.35%ASI TR
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Relative+1.99%-0.52%+0.63%-2.30%+2.04%+2.79%+4.86%+51.45%
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