Description
Analyzing the performance of each asset class and examine three appropriate SAA portfolios (growth, balanced and capital stable).
The details are all in the attachments.
Attachment 1: requirement of the work
Attachment 2: Data needed
Attachment 3: Pervious work which can be referred
FYI: Please also upload the Excel work either
Thanks
Unformatted Attachment Preview
Purchase answer to see full attachment
Explanation & Answer
Here is the final answer. Thanks
Date
consumer price
Quarterly
index Change
Yearly change
31/03/1981
27.8
30/06/1981
28.4
30/09/1981
29.0
31/12/1981
30.2
31/03/1982
30.8
30/06/1982
31.5
30/09/1982
32.6
31/12/1982
33.6
31/03/1983
34.3
30/06/1983
35.0
30/09/1983
35.6
31/12/1983
36.5
31/03/1984
36.3
30/06/1984
36.4
30/09/1984
36.9
31/12/1984
37.4
31/03/1985
37.9
30/06/1985
38.8
30/09/1985
39.7
31/12/1985
40.5
31/03/1986
41.4
30/06/1986
42.1
30/09/1986
43.2
31/12/1986
44.4
31/03/1987
45.3
30/06/1987
46.0
30/09/1987
46.8
31/12/1987
47.6
31/03/1988
48.4
30/06/1988
49.3
30/09/1988
50.2
31/12/1988
51.2
31/03/1989
51.7
30/06/1989
53.0
30/09/1989
54.2
31/12/1989
55.2
31/03/1990
56.2
30/06/1990
57.1
30/09/1990
57.5
31/12/1990
59.0
31/03/1991
58.9
30/06/1991
59.0
30/09/1991
59.3
31/12/1991
59.9
31/03/1992
59.9
30/06/1992
59.7
2.16%
2.11%
4.14%
1.99%
2.27%
3.49%
3.07%
2.08%
2.04%
1.71%
2.53%
-0.55%
0.28%
1.37%
1.36%
1.34%
2.37%
2.32%
2.02%
2.22%
1.69%
2.61%
2.78%
2.03%
1.55%
1.74%
1.71%
1.68%
1.86%
1.83%
1.99%
0.98%
2.51%
2.26%
1.85%
1.81%
1.60%
0.70%
2.61%
-0.17%
0.17%
0.51%
1.01%
0.00%
-0.33%
10.79%
10.92%
12.41%
11.26%
11.36%
11.11%
9.20%
8.63%
5.83%
4.00%
3.65%
2.47%
4.41%
6.59%
7.59%
8.29%
9.23%
8.51%
8.82%
9.63%
9.42%
9.26%
8.33%
7.21%
6.84%
7.17%
7.26%
7.56%
6.82%
7.51%
7.97%
7.81%
8.70%
7.74%
6.09%
6.88%
4.80%
3.33%
3.13%
1.53%
1.70%
1.19%
30/09/1992
59.8
31/12/1992
60.1
31/03/1993
60.6
30/06/1993
60.8
30/09/1993
61.1
31/12/1993
61.2
31/03/1994
61.5
30/06/1994
61.9
30/09/1994
62.3
31/12/1994
62.8
31/03/1995
63.8
30/06/1995
64.7
30/09/1995
65.5
31/12/1995
66.0
31/03/1996
66.2
30/06/1996
66.7
30/09/1996
66.9
31/12/1996
67.0
31/03/1997
67.1
30/06/1997
66.9
30/09/1997
66.6
31/12/1997
66.8
31/03/1998
67.0
30/06/1998
67.4
30/09/1998
67.5
31/12/1998
67.8
31/03/1999
67.8
30/06/1999
68.1
30/09/1999
68.7
31/12/1999
69.1
31/03/2000
69.7
30/06/2000
70.2
30/09/2000
72.9
31/12/2000
73.1
31/03/2001
73.9
30/06/2001
74.5
30/09/2001
74.7
31/12/2001
75.4
31/03/2002
76.1
30/06/2002
76.6
30/09/2002
77.1
31/12/2002
77.6
31/03/2003
78.6
30/06/2003
78.6
30/09/2003
79.1
31/12/2003
79.5
31/03/2004
80.2
0.17%
0.50%
0.83%
0.33%
0.49%
0.16%
0.49%
0.65%
0.65%
0.80%
1.59%
1.41%
1.24%
0.76%
0.30%
0.76%
0.30%
0.15%
0.15%
-0.30%
-0.45%
0.30%
0.30%
0.60%
0.15%
0.44%
0.00%
0.44%
0.88%
0.58%
0.87%
0.72%
3.85%
0.27%
1.09%
0.81%
0.27%
0.94%
0.93%
0.66%
0.65%
0.65%
1.29%
0.00%
0.64%
0.51%
0.88%
0.84%
0.33%
1.17%
1.84%
2.17%
1.83%
1.49%
1.81%
1.96%
2.61%
3.74%
4.52%
5.14%
5.10%
3.76%
3.09%
2.14%
1.52%
1.36%
0.30%
-0.45%
-0.30%
-0.15%
0.75%
1.35%
1.50%
1.19%
1.04%
1.78%
1.92%
2.80%
3.08%
6.11%
5.79%
6.03%
6.13%
2.47%
3.15%
2.98%
2.82%
3.21%
2.92%
3.29%
2.61%
2.59%
2.45%
2.04%
30/06/2004
80.6
30/09/2004
80.9
31/12/2004
81.5
31/03/2005
82.1
30/06/2005
82.6
30/09/2005
83.4
31/12/2005
83.8
31/03/2006
84.5
30/06/2006
85.9
30/09/2006
86.7
31/12/2006
86.6
31/03/2007
86.6
30/06/2007
87.7
30/09/2007
88.3
31/12/2007
89.1
31/03/2008
90.3
30/06/2008
91.6
30/09/2008
92.7
31/12/2008
92.4
31/03/2009
92.5
30/06/2009
92.9
30/09/2009
93.8
31/12/2009
94.3
31/03/2010
95.2
30/06/2010
95.8
30/09/2010
96.5
31/12/2010
96.9
31/03/2011
98.3
30/06/2011
99.2
30/09/2011
99.8
31/12/2011
99.8
31/03/2012
99.9
30/06/2012
100.4
30/09/2012
101.8
31/12/2012
102.0
31/03/2013
102.4
30/06/2013
102.8
30/09/2013
104.0
31/12/2013
104.8
31/03/2014
105.4
30/06/2014
105.9
30/09/2014
106.4
31/12/2014
106.6
31/03/2015
106.8
30/06/2015
107.5
Sep-2015
108.0
Dec-2015
108.4
0.50%
0.37%
0.74%
0.74%
0.61%
0.97%
0.48%
0.84%
1.66%
0.93%
-0.12%
0.00%
1.27%
0.68%
0.91%
1.35%
1.44%
1.20%
-0.32%
0.11%
0.43%
0.97%
0.53%
0.95%
0.63%
0.73%
0.41%
1.44%
0.92%
0.60%
0.00%
0.10%
0.50%
1.39%
0.20%
0.39%
0.39%
1.17%
0.77%
0.57%
0.47%
0.47%
0.19%
0.19%
0.66%
0.47%
0.37%
2.54%
2.28%
2.52%
2.37%
2.48%
3.09%
2.82%
2.92%
4.00%
3.96%
3.34%
2.49%
2.10%
1.85%
2.89%
4.27%
4.45%
4.98%
3.70%
2.44%
1.42%
1.19%
2.06%
2.92%
3.12%
2.88%
2.76%
3.26%
3.55%
3.42%
2.99%
1.63%
1.21%
2.00%
2.20%
2.50%
2.39%
2.16%
2.75%
2.93%
3.02%
2.31%
1.72%
1.33%
1.51%
1.50%
1.69%
Mar-2016
108.2
Jun-2016
108.6
Sep-2016
108.9
Dec-2016
109.4
-0.18%
0.37%
0.28%
0.46%
1.31%
1.02%
0.83%
0.92%
Name
Code
1/31/2010
2/26/2010
3/31/2010
4/30/2010
5/31/2010
6/30/2010
7/30/2010
8/31/2010
9/30/2010
10/29/2010
11/30/2010
12/31/2010
1/31/2011
2/28/2011
3/31/2011
4/29/2011
5/31/2011
6/30/2011
7/29/2011
8/31/2011
9/30/2011
10/31/2011
11/30/2011
12/30/2011
1/31/2012
2/29/2012
3/30/2012
4/30/2012
5/31/2012
6/29/2012
7/31/2012
8/31/2012
9/28/2012
10/31/2012
11/30/2012
12/31/2012
1/31/2013
2/28/2013
3/29/2013
4/30/2013
5/31/2013
6/28/2013
7/31/2013
8/30/2013
9/30/2013
Price
21.73
23.14
25.36
24.2
22.31
21.61
23.05
22.59
23.68
24.81
22.66
23.35
23.67
24.13
23.81
24.23
22.13
22
20.83
20.29
19.52
21.68
19.9
20.53
21.41
21.95
23.26
23.91
20.9
22.03
23.54
24.82
24.75
25.45
24.36
25.05
26.58
28.72
28.53
31.84
27.54
28.58
29.76
29.69
30.78
ANZ
CSL
PE ratio
Dividend yield
Market Value
Price
PE ratio
Dividend yield
Market Value
12.8
4.69 55042.5
31.18
16.2
2.25 18170.99
13.6
4.41 58615.07
34.39
16.1
2.18 20041.71
14.9
4.02 64243.83
36.43
17.1
2.06 21118.43
14.2
4.46 61311.14
32.39
15.2
2.32 18664.17
13.1
4.84 56527.34
31.63
14.8
2.37 18187.84
12.7
5 54754.43
32.58
15.3
2.3 17908.85
13.5
4.69 58988.83
33.14
15.5
2.26 18216.86
13.3
4.78 57814.59
32.96
17.7
2.43 18123.7
13.9
4.56 60612.32
33.05
17.8
2.42 18176.42
14.6
5.08 63507.82
32.83
17.7
2.44 18060.43
13.3
5.56 58040.36
34.91
18.8
2.29 19130.07
13.7
5.4 60616.21
36.29
19.5
2.2 19816.62
13.9
5.32 61447.37
37.21
20
2.15 20267.52
14.2
5.22 62643.89
35.6
20.8
2.25 19390.98
14
5.29 61820.6
35.73
20.9
2.24 19337.17
14.2
5.2 62913.78
34.35
20.1
2.33 18458.33
10.7
6.24 57467.78
33.9
19.8
2.36 18045.52
10.7
6.27 57139.16
33.06
19.3
2.42 17454.38
10.1
6.63 54759.59
30.69
18
2.61 16203.11
9.8
6.8 53340.4
28.12
16.2
2.88 14846.25
9.5
7.07 51318.66
29.68
17.1
2.8 15581.9
10.5
6.37 57003.66
28.86
16.6
2.88 15151.46
9.6
7.04 52432.04
31.19
17.9
2.66 16377.28
9.9
6.82 54996.46
32
18.4
2.59 16636.63
10.3
6.54 57359.36
31.13
17.9
2.67 16167.74
10.5
6.38 58806.8
32.78
18.8
2.53 17025.61
11.2
6.02 62325.43
35.89
20.5
2.31 18541.64
11.5
5.86 64067.25
36.66
21
2.26 18861.21
9.7
6.79 56003.34
37.65
21.5
2.2 19264.8
10.3
6.45 59033.56
39.42
22.6
2.11 20073.24
11
5.61 63927.99
42.7
24.4
1.94 21632.35
11.6
5.32 67411.44
44.43
23.5
1.87 22462.61
11.5
5.33 67253.75
46
24.3
1.8 23243.05
11.9
5.7 69159.81
47.5
25.1
1.75 23882.63
11.4
5.95 66224.88
51.7
27.3
1.61 25933.79
11.7
5.79 68726.81
53.9
28.5
1.54 26882.94
12.5
5.46 72924.63
54.94
29
1.51 27370.96
13.5
5.05 78796.25
60
27.7
1.59 29891.95
13.4
5.08 78278.44
59.23
27.3
1.62 29459.25
15.1
4.77 87360.81
62.96
29
1.52 31179.85
13
5.52
75568
59.6
27.5
1.61 29310.91
13.5
5.32 78331.19
61.58
28.4
1.55 30056.37
14.1
5.11 81646.06
66.07
30.5
1.45 32182.15
14.1
5.12 81456.44
67.99
28.5
1.55 33117.86
14.6
4.94 84448.38
64
26.8
1.81 31178.57
10/31/2013
11/29/2013
12/31/2013
1/31/2014
2/28/2014
3/31/2014
4/30/2014
5/30/2014
6/30/2014
7/31/2014
8/29/2014
9/30/2014
10/31/2014
11/28/2014
12/31/2014
1/30/2015
2/27/2015
3/31/2015
4/30/2015
5/29/2015
6/30/2015
7/31/2015
8/31/2015
9/30/2015
10/30/2015
11/30/2015
12/31/2015
1/29/2016
2/29/2016
3/31/2016
4/29/2016
5/31/2016
6/30/2016
7/29/2016
8/31/2016
9/30/2016
10/31/2016
11/30/2016
12/30/2016
1/31/2017
33.84
31.9
32.23
30.13
32.14
33.06
34.47
33.49
33.34
33.97
33.43
30.92
33.5
31.92
32.09
33
35.34
36.64
33.99
33.19
32.2
32.68
27.93
27.08
27.21
27.15
27.93
24.18
22.4
23.46
24.27
25.48
24.12
25.84
26.9
27.63
27.85
28.41
30.42
29.29
14.6
13.8
13.9
13
13.9
14.3
14.9
13.6
13.5
13.7
13.5
12.5
12.5
11.9
12
12.4
13.2
13.7
12.7
12.3
11.9
12.1
10.3
10
10
10
10.3
8.9
8.2
8.6
8.9
10.7
10.1
10.9
11.3
11.6
11.7
14.4
15.4
14.8
5.14
5.45
5.4
5.77
5.41
5.26
5.05
5.2
5.22
5.12
5.2
5.63
5.31
5.58
5.55
5.39
5.04
4.86
5.24
5.45
5.62
5.54
6.48
6.68
6.65
6.67
6.48
7.49
8.08
7.72
7.46
6.87
7.26
6.77
6.51
6.33
6.28
5.63
5.26
5.46
92845.56
87523.56
88441.38
82679.63
88195.31
90720.38
94589.56
91900.88
91489.25
93641.38
92153.06
85234.75
92346.81
87991.38
88460.63
91277.19
97749.56
101345.4
94015.56
91802.75
89064.44
91329.5
80310.88
78605.38
78982.75
78809.06
81487.38
70546.5
65353.32
68445.94
70809.19
74339.38
70371.5
75641.81
78744.75
80886.13
81530.13
83169.56
89314.13
85996.44
69.5
68.73
68.96
70.26
72.2
69.56
68.43
70.59
66.55
67.8
73.87
74.17
80.19
82.57
86.68
87.95
92.24
92.12
90.98
93.5
86.47
98.96
91.87
89.2
93.79
100.11
105.31
104
102.72
101.44
105.18
115.76
112.18
118
108.1
107
100.51
98
100.41
112.3
29.1
28.8
28.9
29.4
27.6
26.6
26.2
27
25.4
25.9
25
25.1
27.1
27.9
29.3
29.8
29.2
29.2
28.8
29.6
27.4
31.3
26
25.3
26.6
28.3
29.8
29.4
26.2
25.8
26.8
29.5
28.6
30
29.2
28.9
27.2
26.5
27.1
30.4
1.67
1.69
1.68
1.65
1.6
1.67
1.69
1.64
1.74
1.71
1.67
1.88
1.74
1.69
1.61
1.58
1.51
1.51
1.53
1.49
1.61
1.41
1.79
1.92
1.83
1.71
1.63
1.65
1.67
1.69
1.63
1.48
1.53
1.45
1.57
1.59
1.69
1.74
1.69
1.52
33851.31
33461.93
33423.25
34054.17
34953.02
33640
32892.45
33806.43
31823.63
32177.07
35057.82
35196.9
38050.39
39228.19
41131.77
41678.98
43712.06
43302.01
42552.64
43580.78
40270.75
45999.84
42705.27
41472.49
43616.5
46536.5
48750.67
48132.34
47544.77
46961.95
48162.77
52960.91
51321.04
53865.06
49345.9
48831.77
45824.53
44683.96
45783.73
51143.84
Market Value
Australian Equities
Name
S&P/ASX 200
1/29/1993
2/26/1993
3/31/1993
4/30/1993
5/31/1993
6/30/1993
7/30/1993
8/31/1993
9/30/1993
10/29/1993
11/30/1993
12/31/1993
1/31/1994
2/28/1994
3/31/1994
4/29/1994
5/31/1994
6/30/1994
7/29/1994
8/31/1994
9/30/1994
10/31/1994
11/30/1994
12/30/1994
1/31/1995
2/28/1995
3/31/1995
4/28/1995
5/31/1995
6/30/1995
7/31/1995
8/31/1995
9/29/1995
10/31/1995
11/30/1995
12/29/1995
1/31/1996
2/29/1996
3/29/1996
4/30/1996
5/31/1996
6/28/1996
7/31/1996
8/30/1996
9/30/1996
10/31/1996
11/29/1996
12/31/1996
S&P/ASX MIDCAP 50
1536.5
1620.2
1674.5
1685.2
1737.4
1734.6
1837.1
1961.6
1919.8
2070.6
1953.7
2113.6
2244.4
2112
1980.1
2004.2
2021.2
1931.1
2003.5
2063.9
1967.7
1980.9
1833.8
1857.4
1784.7
1881.1
1867.1
2006.5
1981.4
1981
2083.3
2094.3
2091.3
2029.7
2113.2
2154.9
2227.8
2228.2
2164
2248.7
2198
2171.8
2114.1
2196.1
2218.6
2286.2
2325.9
2367.8
1323.6
1380.4
1510.7
1600.3
1736.7
1759.7
1944.3
1965.3
1935.2
2093.6
2009.4
2221.8
2333.7
2177.4
2088.6
2045.1
2043.2
1939.9
2009.8
2053.1
1995.9
1963.4
1803.6
1818.9
1722.1
1774.9
1763.3
1929.3
1877.3
1877.2
1940.6
1993.6
2031.5
1978.5
2084.2
2151
2297.1
2316.8
2286.8
2392.9
2359.3
2317.8
2256.9
2374.9
2398.5
2444.1
2461.8
2501.8
1/31/1997
2/28/1997
3/31/1997
4/30/1997
5/30/1997
6/30/1997
7/31/1997
8/29/1997
9/30/1997
10/31/1997
11/28/1997
12/31/1997
1/30/1998
2/27/1998
3/31/1998
4/30/1998
5/29/1998
6/30/1998
7/31/1998
8/31/1998
9/30/1998
10/30/1998
11/30/1998
12/31/1998
1/29/1999
2/26/1999
3/31/1999
4/30/1999
5/31/1999
6/30/1999
7/30/1999
8/31/1999
9/30/1999
10/29/1999
11/30/1999
12/31/1999
1/31/2000
2/29/2000
3/31/2000
4/28/2000
5/31/2000
6/30/2000
7/31/2000
8/31/2000
9/29/2000
10/31/2000
11/30/2000
12/29/2000
1/31/2001
2/28/2001
2370.7
2386
2360.5
2424.1
2544.9
2664.7
2673.7
2526.8
2703.1
2415
2424.1
2567.4
2600.8
2626.9
2686
2709
2655.3
2620.1
2661.3
2430.1
2511.3
2563
2685.6
2717.6
2781.7
2768.4
2867
3027.8
2831.9
2903.7
2951
2875.7
2817
2821.4
2970.3
3117.7
3080.2
3124.6
3133.3
3115.8
3081
3311.2
3251.1
3297.8
3298.8
3254.6
3274.6
3206.2
3341.7
3326.5
2474
2499.1
2431
2479.4
2582.6
2674.2
2724.1
2542.7
2634.8
2256.2
2202.7
2319.5
2398.6
2395.7
2403.9
2420
2351.9
2172.5
2209.2
2034.9
2166.2
2237.8
2309.5
2325.3
2375.8
2374.6
2423.6
2486
2344.7
2389.6
2487.9
2540.9
2499.3
2422.6
2513.8
2536.8
2396.5
2366.8
2352.6
2182.4
2126.7
2264.5
2291.2
2287.5
2197.1
2214.6
2277.9
2282
2324.5
2316.5
3/30/2001
4/30/2001
5/31/2001
6/29/2001
7/31/2001
8/31/2001
9/28/2001
10/31/2001
11/30/2001
12/31/2001
1/31/2002
2/28/2002
3/29/2002
4/30/2002
5/31/2002
6/28/2002
7/31/2002
8/30/2002
9/30/2002
10/31/2002
11/29/2002
12/31/2002
1/31/2003
2/28/2003
3/31/2003
4/30/2003
5/30/2003
6/30/2003
7/31/2003
8/29/2003
9/30/2003
10/31/2003
11/28/2003
12/31/2003
1/30/2004
2/27/2004
3/31/2004
4/30/2004
5/31/2004
6/30/2004
7/30/2004
8/31/2004
9/30/2004
10/29/2004
11/30/2004
12/31/2004
1/31/2005
2/28/2005
3/31/2005
4/29/2005
3147.2
3329.4
3379.1
3490.3
3324.5
3275.6
3049.5
3249.6
3337.5
3422.3
3464.2
3414.3
3414.8
3350
3373.6
3216
3086.2
3120.1
2970.9
3042.9
3061.4
3007.1
2956.9
2800.9
2885.2
3007.5
3011
3026.9
3122.3
3199.7
3169.5
3272
3186.4
3299.8
3272
3360.6
3415.3
3400.8
3460.2
3532.9
3536.1
3552.7
3665
3778.6
3931.3
4050.6
4107.3
4172.8
4109.8
3983.2
2247.6
2282.7
2289.1
2395
2390.1
2419.4
2315.3
2434.1
2510.1
2534.6
2615.5
2602.7
2642.6
2614.1
2702.4
2599
2494.6
2629.6
2516.1
2485.2
2484.1
2554.1
2569.6
2456.1
2479.2
2589.5
2654.9
2663.7
2758.4
2800.1
2860.4
3000.5
2945.4
2981.8
2930.2
3030.8
3089
3089.2
3133.4
3199
3308.9
3392.8
3515.3
3732.7
3868.9
4076.8
4124.3
4012.2
3990.1
3843.7
5/31/2005
6/30/2005
7/29/2005
8/31/2005
9/30/2005
10/31/2005
11/30/2005
12/30/2005
1/31/2006
2/28/2006
3/31/2006
4/28/2006
5/31/2006
6/30/2006
7/31/2006
8/31/2006
9/29/2006
10/31/2006
11/30/2006
12/29/2006
1/31/2007
2/28/2007
3/30/2007
4/30/2007
5/31/2007
6/29/2007
7/31/2007
8/31/2007
9/28/2007
10/31/2007
11/30/2007
12/31/2007
1/31/2008
2/29/2008
3/31/2008
4/30/2008
5/30/2008
6/30/2008
7/31/2008
8/29/2008
9/30/2008
10/31/2008
11/28/2008
12/31/2008
1/30/2009
2/27/2009
3/31/2009
4/30/2009
5/29/2009
6/30/2009
4106.4
4277.5
4388.8
4446.8
4641.2
4459.7
4634.8
4763.4
4929.6
4921.3
5129.7
5258.8
5001.7
5073.9
4986
5115.4
5154.1
5384.4
5482.1
5669.9
5773.4
5832.5
5995
6166
6313.5
6274.9
6144.2
6247.2
6567.8
6754.1
6533.1
6339.8
5650.3
5572.1
5355.7
5595.4
5654.7
5215.3
4977.4
5135.6
4600.5
4018
3742.5
3722.3
3540.7
3344.5
3582.1
3780.5
3818
3954.9
3945.7
4123.5
4270.9
4446.5
4626.3
4446.2
4689.4
4812.6
4827.6
4787.9
5102.1
5188.5
5016.2
5050.1
5003.6
5046.9
5183.7
5365.4
5595
5830.8
5901.4
6034.7
6209.4
6378.4
6652.1
6490.5
6299.2
6316.8
6669.2
6815.3
6646.9
6594.6
5815.7
5901.8
5487.9
5510.6
5554.8
5102.8
4907.8
5118.1
4589.7
3609.5
3309.7
3413.7
3156.2
2909.2
3092.1
3353.2
3438.4
3555.3
7/31/2009
8/31/2009
9/30/2009
10/30/2009
11/30/2009
12/31/2009
1/29/2010
2/26/2010
3/31/2010
4/30/2010
5/31/2010
6/30/2010
7/30/2010
8/31/2010
9/30/2010
10/29/2010
11/30/2010
12/31/2010
1/31/2011
2/28/2011
3/31/2011
4/29/2011
5/31/2011
6/30/2011
7/29/2011
8/31/2011
9/30/2011
10/31/2011
11/30/2011
12/30/2011
1/31/2012
2/29/2012
3/30/2012
4/30/2012
5/31/2012
6/29/2012
7/31/2012
8/31/2012
9/28/2012
10/31/2012
11/30/2012
12/31/2012
1/31/2013
2/28/2013
3/29/2013
4/30/2013
5/31/2013
6/28/2013
7/31/2013
8/30/2013
4244
4479.1
4743.6
4643.2
4701.3
4870.6
4569.6
4637.7
4875.5
4807.4
4429.7
4301.5
4493.5
4404.2
4582.9
4661.6
4584.4
4745.2
4753.9
4831.7
4837.9
4823.2
4708.3
4608
4424.6
4296.5
4008.6
4298.1
4119.8
4056.6
4262.7
4298.5
4335.2
4396.6
4076.3
4094.6
4269.1
4316.1
4387
4517
4506
4648.9
4878.8
5104.1
4966.5
5191.2
4926.6
4802.6
5052
5135
3900.7
4152.1
4389.2
4233.4
4248.5
4461.6
4140
4138.7
4336.2
4328
4027.1
3832.9
4016.7
3998.4
4175.9
4232.5
4238.2
4467.5
4391.6
4465
4446.5
4352.6
4357
4206
4157.1
3939
3531.9
3865.4
3685.7
3578.9
3802
3925.7
3917.5
3926.5
3655.8
3514.6
3539.8
3537.2
3589.3
3725.7
3768.6
3863
4098.3
4232.6
4154.2
4213.3
4072.2
3881.1
3995.3
4105.9
9/30/2013
10/31/2013
11/29/2013
12/31/2013
1/31/2014
2/28/2014
3/31/2014
4/30/2014
5/30/2014
6/30/2014
7/31/2014
8/29/2014
9/30/2014
10/31/2014
11/28/2014
12/31/2014
1/30/2015
2/27/2015
3/31/2015
4/30/2015
5/29/2015
6/30/2015
7/31/2015
8/31/2015
9/30/2015
10/30/2015
11/30/2015
12/31/2015
1/29/2016
2/29/2016
3/31/2016
4/29/2016
5/31/2016
6/30/2016
7/29/2016
8/31/2016
9/30/2016
10/31/2016
11/30/2016
12/30/2016
1/31/2017
5218.9
5425.5
5320
5352.2
5190
5404.8
5394.8
5489.1
5492.5
5395.7
5632.9
5625.9
5292.8
5526.6
5313
5411
5588.3
5928.8
5891.5
5790
5777.2
5459
5699.2
5207
5021.6
5239.4
5166.5
5295.9
5005.5
4880.9
5082.8
5252.2
5378.6
5233.4
5562.4
5433
5435.9
5317.7
5440.5
5665.8
5620.9
4228.5
4317.2
4247.8
4349.5
4219.1
4486.5
4482.1
4555.8
4585.3
4515.8
4721.2
4738.3
4433.4
4628.1
4583.9
4747.5
4911.3
5187.9
5269.8
5181.2
5294.2
4831.5
5103.9
4835.2
4720.7
5054.7
5018.2
5107.3
4924.4
4967
5200.4
5318.7
5615.4
5479.5
5935.1
5904.9
5796.5
5545.6
5582.1
5799.2
5803.2
Australian Real Estate
ASX200 REITS
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
US large equities
S&P 500 (in AU dollars)
649.46
637.5
638.73
621.85
650.19
682.81
650.32
691.06
717.07
702.3
702.41
687.24
679.07
655.4
635.94
632.01
618.36
608.06
620.15
638.7
625.26
636.49
590.37
592.1
621.4
661
682.64
707.25
741.07
768.52
760.31
746.32
774.28
764.47
814.23
828.01
854.02
837.55
825.22
831.99
838.02
852.08
828.06
824.02
868.66
889.34
929.53
932.62
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
1231.33
1254.71
1264.82
1277.02
1307.94
1288.23
1276.88
1266.57
1292.23
1340.21
1313.88
1314.67
1031.4
1018.93
965.91
1025.21
1114.33
1181.53
1280.82
1224.7
1308.15
1297.53
1396.24
1489.38
1430.31
1540.33
1661.38
1705.19
1741.55
1831
1845.41
1672.85
1717.2
1765.6
1850.56
2004.09
2036.85
1994.32
2037.01
2014.59
2006.64
2073.82
2034.75
2072.34
1965.46
2138.79
2184.92
2245.4
2186.45
2224.86
2468.86
2489.12
2490.11
2422.64
2471.21
2626.58
2652.56
2758.59
2501.06
2376.12
2487.54
2365.54
1287.55
1294.9
1309.97
1348.1
1358.8
1388.8
1375.3
1421
1417.1
1424.8
1403.9
1391.5
1397.8
1419.33
1458.3
1439.68
1414.06
1414.18
1427.1
1452.74
1479.55
1479.73
1485.14
1424.63
1478.68
1494
1564.71
1498.64
1503.02
1456.66
1409.7
1435.46
1470.62
1494.53
1497.29
1518.95
1564.15
1548.21
1636.75
1630.27
1657.45
1679.99
1688.29
1722.66
1773.47
1836.38
1848.26
1780.56
1748.91
1752.55
2376.4
2446.35
2477.52
2409.75
2387.79
2155.09
2109.29
2100.25
2190.77
2242.84
2230.5
2144.22
2149.9
2005.68
1885.21
1763.2
1674.96
1663.01
1500.49
1595.9
1667.85
1562.46
1459.74
1386.13
1403.59
1465.77
1478.68
1453.06
1528.02
1557.38
1471.47
1480.79
1462.42
1475.77
1486.26
1483.96
1475.13
1533.25
1570.47
1637.71
1573.2
1563.74
1538.75
1513.09
1512.86
1546
1524.32
1516.17
1526.19
1481.63
1744.93
1798.63
1839.01
1848.57
1842.47
1808.06
1865.85
1931.88
1909
1956.22
1935.98
1931.11
1901.17
1987.72
2041.19
2098.69
2167.9
2183.75
2299.57
2430.99
2488.7
2452.7
2342.25
2424.95
2523.14
2364.11
2251.13
2417.77
2464.66
2449.05
2293.73
2111.16
1817.2
1708.01
1703.45
1776.08
1612.82
1410.57
1340.49
1459.2
1369.19
1022.85
1025.38
899.54
812
666.79
663.47
703.75
729.4
749.03
1572.21
1562.89
1623.83
1624.62
1609.14
1615.49
1688.14
1701.73
1692.23
1723.97
1815.92
1727.34
1685.26
1709.66
1666.01
1707.34
1790.07
1780.61
1774.21
1799.41
1856.77
1785.42
1758.81
1780.94
1849.38
1771.97
1698.48
1811.82
1725.26
1671.84
1674.74
1672.28
1544.76
1422.51
1448.98
1470.34
1468.72
1333.8
1347.48
1489.57
1478.65
1468.34
1376.29
1295.56
1298.77
1150.67
1148.33
1187.99
1148.28
1137.15
767.02
875.33
958.54
871.9
879.53
897.3
871.32
869.51
867.59
899.85
862.44
843.53
851.83
873.64
864.2
859.44
841.78
839.84
859.85
879.1
860.9
862.71
861.67
842.82
787.06
800.12
762.85
790.85
811.7
777.52
819.35
826.67
820.13
865.18
853.31
877.11
926.21
914.4
926.38
974.46
961.41
973.83
1015.49
1041.31
1013.44
1096.96
1055.18
1029.75
1021.38
1008.79
1187.82
1210.62
1197.76
1146.74
1196.97
1239.92
1208.14
1233.41
1274.09
1274.84
1298.86
1220.27
1216.89
1178.95
1178.61
1207.16
1230.96
1226.91
1289.97
1303.4
1282.03
1246.05
1262.45
1233.57
1176.48
1138.16
1164.14
1181.28
1213.82
1226.69
1234.94
1263.99
1359.59
1342.77
1350.94
1328.85
1310.7
1361.06
1385.4
1361.84
1357.46
1373.72
1436.27
1479.5
1505.17
1539.01
1700.93
1754.81
1878.31
1833.44
1018.59
1045.54
1016.61
984.9
989.23
1021.94
1005.33
1062.67
1063.25
1069.65
1122.78
1141.57
1080.16
1153.43
1152.58
1186.17
1277.28
1313.88
1286.26
1272.26
1309.4
1235.51
1305.73
1241.47
1237.82
1299.15
1261.12
1291.22
1304.65
1330.53
1362.05
1400.22
1437.09
1467.2
1546.38
1492.71
1427.4
1315.28
1326.36
1395.42
1327.27
1798.36
1854.94
1976.03
2066.03
2043.07
2077.98
2020.13
2033.29
2066.81
2076.82
2076.71
2141.97
2253.87
2295.88
2422.44
2515.91
2561.78
2688.64
2706.78
2644.02
2753.16
2684.26
2864.89
2781.83
2734.12
2914.52
2871.15
2809.29
2743.01
2705.21
2677.6
2706.29
2894.54
2818.81
2859.88
2888.69
2833.44
2794.09
2975.98
3091.86
3001.87
Australian government bonds
AU government bonds 3 YEAR (YTM, per annum in percentage
AU government
term)bonds 7 YEAR (YTM, per annum in percentage term)
7.342
8.441
6.829
7.725
6.541
7.529
6.194
7.243
6.529
7.389
6.103
7.05
5.803
6.674
5.639
6.414
5.82
6.597
5.655
6.253
6.031
6.593
5.815
6.428
5.582
6.267
6.254
6.96
7.082
7.849
7.38
8.287
7.383
8.561
8.385
9.447
8.291
9.334
8.387
9.19
9.174
10.086
9.508
10.339
9.951
10.416
10.089
10.075
10.209
10.364
9.308
9.753
9.179
9.69
8.936
9.489
7.829
8.528
8.218
8.809
8.465
9.233
7.975
8.798
7.706
8.393
7.948
8.589
7.349
8.013
7.382
7.963
7.325
7.874
7.928
8.45
8.4
8.82
8.188
8.61
8.355
8.75
8.298
8.77
7.416
8.129
7.157
7.878
6.933
7.6
6.61
7.219
6.549
7.05
6.405
7.213
6.539
6.89
7.142
6.759
6.157
5.843
5.495
5.375
5.082
5.264
5.601
5.482
5.295
5.283
5.067
5.148
4.8
5.206
5.103
5.76
4.648
4.401
4.623
4.634
4.693
5.123
4.987
4.987
5.418
5.548
5.439
5.654
5.588
6.053
6.134
6.394
6.756
6.466
6.334
6.373
6.127
5.967
6.233
6.363
6.204
6.086
5.694
5.243
4.792
4.769
7.324
7.573
7.872
7.659
7.244
6.836
6.22
6.326
5.927
5.774
6.023
5.877
5.721
5.831
5.611
5.734
5.247
5.499
5.417
5.87
4.947
4.768
4.934
4.922
4.933
5.428
5.332
5.361
5.833
6.15
6.014
6.177
6.128
6.504
6.536
6.816
7.086
6.66
6.405
6.465
6.234
6.085
6.251
6.29
6.215
6.157
5.753
5.423
5.187
5.097
4.676
4.991
5.2
5.579
5.681
4.979
4.465
4.168
4.667
4.994
5.28
5.273
5.69
5.376
5.776
5.614
5.352
5.218
4.931
4.848
4.965
4.509
4.516
4.326
4.599
4.613
4.391
4.419
4.742
4.972
4.968
5.53
5.814
5.352
5.527
5.316
5.109
5.48
5.292
5.33
5.376
5.274
5.227
5.115
4.912
5.047
5.235
5.505
5.556
5.208
5.076
5.519
5.767
5.927
5.993
5.405
5.246
4.921
5.378
5.791
5.88
5.809
6.183
5.92
6.15
5.931
5.792
5.622
5.227
5.38
5.5
4.975
4.993
4.827
5.089
5.058
4.718
4.815
5.19
5.326
5.249
5.693
5.942
5.583
5.809
5.539
5.444
5.885
5.785
5.805
5.79
5.495
5.395
5.31
5.14
5.265
5.35
5.541
5.63
5.314
5.135
5.083
5.112
4.975
5.278
5.345
5.275
5.196
5.274
5.253
5.329
5.643
5.684
5.77
5.957
5.783
5.736
6.018
5.931
6.095
6.093
5.925
6.193
6.112
6.241
6.441
6.396
6.205
6.443
6.696
6.482
6.896
6.628
6.693
6.203
6.374
6.729
6.71
6.165
5.646
5.085
4.476
3.554
3.032
2.634
3.23
3.384
3.433
3.95
4.563
5.139
5.094
5.104
5.004
5.346
5.468
5.366
5.206
5.346
5.285
5.399
5.694
5.704
5.767
5.854
5.709
5.587
5.791
5.717
5.98
6.019
5.791
6.025
5.98
6.1
6.336
6.202
6.067
6.324
6.268
6.066
6.384
6.142
6.28
6.087
6.28
6.561
6.476
6.208
5.7
5.273
4.893
4.157
3.613
3.543
4.009
4.075
4.391
5.104
5.404
4.792
4.935
4.826
5.04
4.612
4.67
4.513
4.551
5.271
5.297
4.703
4.432
4.562
4.239
4.78
4.922
5.055
5.23
5.086
5.125
4.986
5.078
4.865
4.756
4.36
3.797
3.555
3.879
3.082
3.129
3.164
3.628
3.489
3.02
2.158
2.442
2.589
2.499
2.353
2.551
2.618
2.69
2.826
2.663
2.855
2.552
2.584
2.74
2.527
2.681
5.538
5.346
5.299
5.468
5.171
5.522
5.267
5.319
5.644
5.615
5.19
4.899
4.987
4.594
4.927
5.105
5.288
5.419
5.37
5.468
5.385
5.374
5.149
4.962
4.619
4.143
3.927
4.244
3.53
3.41
3.459
3.83
3.782
3.373
2.601
2.779
2.776
2.747
2.623
2.797
2.861
3.044
3.227
3.076
3.208
2.924
3.098
3.406
3.322
3.505
2.768
2.785
2.891
2.797
2.613
2.648
2.808
3.021
2.851
2.703
2.71
2.655
2.732
2.561
2.391
2.145
1.954
1.822
1.736
1.918
1.882
2.02
1.873
1.746
1.808
1.809
2.118
2.032
1.845
1.73
1.9
1.857
1.681
1.596
1.533
1.401
1.492
1.709
1.905
1.998
1.848
3.551
3.525
3.742
3.691
3.487
3.531
3.583
3.643
3.385
3.252
3.224
3.076
3.213
3.013
2.752
2.44
2.141
2.126
1.994
2.271
2.462
2.696
2.45
2.322
2.372
2.316
2.557
2.489
2.279
2.111
2.223
2.3
2.079
1.84
1.733
1.681
1.736
2.063
2.423
2.439
2.364
AU 13-week treasury notes
AU 13 week treasury notes (per annum, in percentage term)
5.5848
5.527776
4.974984
4.936752
4.994088
4.96542
4.687944
4.553748
4.659204
4.553748
4.601688
4.64004
4.572924
4.611276
4.630452
4.611276
4.678368
5.270784
5.327952
5.489748
5.84106
6.493224
7.122804
7.897752
8.027928
7.636932
7.599624
7.692876
7.225824
7.253904
7.207104
7.244544
7.235184
7.225824
7.094688
7.029072
7.113432
7.207104
7.16028
7.113432
7.150908
7.150908
6.71916
6.578004
6.559176
6.342348
6.125088
5.717748
5.499252
5.736732
5.774676
5.651304
5.204064
5.108664
4.764564
4.754988
4.553748
4.745412
4.81242
4.869816
4.850688
4.821984
4.81242
4.745412
4.83156
4.888944
4.83156
4.850688
4.745412
4.601688
4.601688
4.476984
4.553748
4.572924
4.572924
4.53456
4.582512
4.5921
4.5921
4.64004
4.668792
4.764564
4.898508
4.927188
5.261256
5.518272
5.53728
5.698776
5.84106
5.708268
5.755704
6.181812
6.2196
6.106176
6.058884
5.926344
5.651304
5.404116
4.984536
4.659204
4.697532
4.735836
4.802856
4.72626
4.361736
4.159764
4.101996
4.063464
4.0634604
4.1308848
4.2559908
4.400166
4.6112808
4.8124212
4.7166864
4.6975296
4.6592052
4.620864
4.601688
4.601688
4.592106
4.5825168
4.5825168
4.601694
4.601694
4.4673828
4.5345588
4.649622
4.6975296
4.7549904
5.0704872
5.1945252
5.2612572
5.2612572
5.2040616
5.2040616
5.2040616
5.1754524
5.1849888
5.1849888
5.1659136
5.1659136
5.1754524
5.1563748
5.1659136
5.3565168
5.5372836
5.4707208
5.4136332
5.404116
5.404116
5.3945976
5.3945976
5.404116
5.404116
5.404116
5.404116
5.3945976
5.3945976
5.480232
5.6512992
5.7177528
5.8126176
5.9168736
5.935818
6.0210312
6.1250892
6.1439976
6.181806
6.134544
6.191256
6.238494
6.134544
6.191256
6.2196012
6.361218
6.3706524
6.4932288
6.6439044
6.6533148
6.7003536
7.01031
7.0946916
7.0946916
7.1134344
7.1321736
7.0853196
6.7473732
6.5026524
5.1468348
4.20789
3.6290256
3.144288
2.5988208
2.7451944
2.7354432
2.852412
2.9108496
2.930322
3.0470832
3.1151364
3.5516124
3.6386988
3.774696
3.901956
3.8247348
4.0851372
4.3088772
4.4289792
4.4337804
4.462584
4.4169744
4.5273636
4.541754
4.6855548
4.6831596
4.675974
4.675974
4.6544136
4.6687872
4.7286576
4.6783692
4.6184712
4.3136832
4.3208928
4.3401156
4.1429208
3.9767112
3.9925
4.1
4.1775
3.925
3.3925
3.1975
3.2925
3.39
3.35
3.0675
3.075
2.9625
2.93
2.88
2.93
2.84
2.65
2.81
2.79
2.61
2.58
2.58
2.58
2.60
2.61
2.61
2.625
2.655
2.68
2.6875
2.6975
2.65
2.56
2.67
2.53
2.51
2.30
2.15
1.89
1.83
1.84
1.95
1.96
1.95
1.91
1.97
1.98
1.95
1.94
1.96
1.93
1.70
1.66
1.61
1.56
1.54
1.55
1.48
1.46
1.49
1.48
US 13-week treasury notes
US government bond
per annum, in percentage term
2.9
2.95
2.89
2.91
3.06
3.03
3.03
3.01
2.92
3.03
3.14
3.01
2.96
3.36
3.48
3.87
4.16
4.15
4.27
4.56
4.67
5.03
5.56
5.53
5.83
5.76
5.7
5.69
5.63
5.44
5.42
5.29
5.24
5.32
5.32
4.96
4.91
4.89
5
5.01
5.04
5.04
5.18
5.15
4.91
5.03
5
5.07
US 5-year (YTM, per annum in percentage term)
5.536
5.181
5.227
5.142
5.315
5.017
5.121
4.733
4.741
4.795
5.099
5.173
4.994
5.579
6.229
6.627
6.764
6.952
6.697
6.792
7.278
7.462
7.799
7.827
7.553
7.097
7.086
6.894
6.072
5.979
6.16
6.074
6.045
5.838
5.544
5.402
5.269
5.708
6.078
6.393
6.651
6.472
6.559
6.724
6.466
6.0915
5.8382
6.212
5.02
5.09
5.21
5.14
4.82
5.06
5.11
5.1
4.93
5.07
5.08
5.22
5.06
5.18
5.02
4.87
4.89
4.97
4.97
4.77
4.26
4.23
4.42
4.37
4.37
4.55
4.37
4.43
4.53
4.65
4.62
4.84
4.74
4.97
5.15
5.17
5.53
5.62
5.72
5.66
5.48
5.71
6.03
6.13
6.05
6.19
6.03
5.73
4.86
4.73
6.256
6.388
6.777
6.568
6.506
6.399
5.905
6.195
5.986
5.742
5.864
5.71
5.401
5.599
5.646
5.652
5.56
5.49
5.497
4.938
4.214
4.226
4.509
4.548
4.552
5.2094
5.1037
5.2212
5.6143
5.6528
5.7896
5.8615
5.7554
5.9332
6.0978
6.3356
6.6856
6.5935
6.3244
6.5439
6.5819
6.1707
6.1403
5.9725
5.8395
5.8046
5.4825
5.0827
4.812
4.6648
4.2
3.86
3.55
3.57
3.46
3.3
2.35
2.01
1.75
1.71
1.73
1.76
1.76
1.74
1.71
1.67
1.68
1.66
1.54
1.42
1.2
1.2
1.16
1.18
1.12
1.11
1.09
0.89
0.94
0.96
0.93
0.94
0.91
0.93
0.9
0.94
0.93
0.96
1.06
1.31
1.42
1.57
1.68
1.87
2.2
2.18
2.48
2.72
2.73
2.84
4.5561
4.8882
4.9461
4.9414
4.5109
4.3951
3.7905
3.52
3.994
4.3358
4.3711
4.191
4.8229
4.413
4.2269
4.0571
3.4513
3.1479
2.5747
2.7292
3.2639
2.7048
2.9583
2.6026
2.743
2.7697
2.1887
2.4229
3.2888
3.3522
2.7866
3.2272
3.3285
3.1979
3.1313
2.9245
2.7605
3.5933
3.7796
3.7952
3.6783
3.3026
3.3611
3.2839
3.6959
3.6076
3.6901
4.0096
4.175
3.8933
2.93
3.06
3.34
3.44
3.47
3.89
3.86
3.99
4.37
4.51
4.52
4.65
4.74
4.87
4.97
4.92
4.77
4.95
4.9
4.89
4.99
5.01
4.9
4.79
4.6
4.68
4.82
3.91
3.72
3.84
3.08
3.29
1.92
1.81
1.36
1.41
1.85
1.87
1.65
1.69
0.9
0.44
0.01
0.11
0.24
0.26
0.21
0.14
0.14
0.19
3.7645
3.7424
4.1271
3.8706
4.2242
4.4811
4.497
4.3777
4.5067
4.6062
4.8323
4.9305
5.0276
5.1065
4.912
4.6993
4.6026
4.5725
4.4542
4.7054
4.8218
4.5027
4.5355
4.5116
4.8515
4.9326
4.5977
4.2585
4.2276
4.1628
3.4134
3.4613
2.8078
2.4929
2.466
3.0375
3.4006
3.3325
3.2696
3.0703
2.9766
2.7687
1.9659
1.5476
1.8126
1.9876
1.6766
2.0168
2.3476
2.5555
0.18
0.15
0.14
0.05
0.06
0.06
0.08
0.13
0.16
0.16
0.16
0.18
0.15
0.14
0.16
0.12
0.17
0.12
0.15
0.15
0.09
0.04
0.06
0.03
0.1
0.02
0.02
0.01
0.01
0.02
0.06
0.08
0.07
0.1
0.07
0.09
0.11
0.09
0.1
0.11
0.08
0.05
0.07
0.11
0.07
0.05
0.04
0.04
0.04
0.03
2.5305
2.388
2.3148
2.2768
1.9987
2.6838
2.3287
2.3012
2.5492
2.4122
2.092
1.7746
1.5938
1.3329
1.269
1.1431
1.432
1.99
1.918
2.106
2.194
1.937
1.649
1.715
1.337
0.912
0.937
0.987
0.928
0.813
0.69
0.856
1.027
0.788
0.651
0.722
0.591
0.584
0.608
0.7
0.604
0.6964
0.8608
0.7523
0.7429
0.662
1.0366
1.3649
1.3739
1.5728
0.02
0.04
0.06
0.07
0.02
0.05
0.05
0.03
0.04
0.04
0.03
0.03
0.02
0.01
0.02
0.04
0.02
0.02
0.03
0.01
0.01
0.01
0.08
0.08
0.08
0.08
0.22
0.16
0.32
0.33
0.21
0.22
0.34
0.26
0.27
0.33
0.28
0.34
0.48
0.5
0.52
1.3615
1.2924
1.3525
1.706
1.487
1.4942
1.7116
1.6636
1.5045
1.6048
1.7568
1.6203
1.7702
1.6106
1.5068
1.6365
1.1492
1.5007
1.3672
1.4267
1.4797
1.6298
1.5259
1.5491
1.3302
1.5137
1.6559
1.6474
1.3348
1.2371
1.2089
1.2793
1.387
0.9958
1.0326
1.1896
1.1454
1.3229
1.8627
1.9176
1.9207
US government bond
US 10-year (YTM, per annum in percentage term)
6.37
6.088
6.026
6.037
6.142
5.775
5.805
5.476
5.388
5.41
5.798
5.795
5.647
6.208
6.758
7.043
7.168
7.326
7.097
7.191
7.605
7.8
7.919
7.835
7.595
7.217
7.197
7.053
6.327
6.201
6.431
6.31
6.158
6.009
5.779
5.575
5.589
6.159
6.331
6.643
6.844
6.713
6.791
6.942
6.701
6.368
6.045
6.417
6.508
6.597
6.919
6.713
6.648
6.504
6.011
6.377
6.108
5.821
5.87
5.738
5.515
5.695
5.668
5.673
5.58
5.436
5.497
5.035
4.413
4.611
4.728
4.647
4.6581
5.2778
5.2385
5.3545
5.7156
5.8077
5.9048
6.0349
5.8867
6.0093
6.1657
6.4342
6.6668
6.543
6.0196
6.2189
6.2899
6.0228
6.0377
5.8819
5.797
5.7552
5.4459
5.1048
5.1565
5.0291
4.9345
5.3356
5.4054
5.4016
5.0394
4.9261
4.5784
4.269
4.7483
5.04
5.0306
4.9208
5.4127
5.0985
5.0436
4.8256
4.4649
4.1121
3.6036
3.9007
4.215
3.8284
3.977
3.6835
3.8246
3.8591
3.3375
3.5288
4.4764
4.3852
3.9383
4.2992
4.299
4.2637
4.1361
3.9656
3.8389
4.5015
4.637
4.6146
4.4746
4.1243
4.1178
4.0279
4.3638
4.2183
4.1349
4.3713
4.4973
4.2042
4.0297
3.9429
4.2826
4.0424
4.3262
4.5572
4.4998
4.3976
4.53
4.549
4.854
5.0709
5.1121
5.1374
4.987
4.7283
4.6316
4.6064
4.4621
4.71
4.8256
4.554
4.652
4.6316
4.8897
5.0327
4.7729
4.5406
4.5767
4.4674
3.9686
4.0342
3.636
3.5303
3.4306
3.7613
4.0449
3.9762
3.9795
3.8126
3.8237
3.9816
2.965
2.2512
2.8444
3.0439
2.6873
3.1252
3.4653
3.5196
3.4998
3.4
3.3047
3.384
3.1992
3.8353
3.5885
3.6125
3.8294
3.6573
3.293
2.9366
2.9068
2.4717
2.5047
2.603
2.796
3.308
3.381
3.416
3.453
3.296
3.049
3.157
2.804
2.213
1.928
2.174
2.068
1.875
1.802
1.978
2.218
1.916
1.581
1.658
1.489
1.563
1.636
1.685
1.616
1.75
1.9853
1.89
1.8509
1.6754
2.1612
2.4792
2.5925
2.7477
2.6161
2.5425
2.7565
3.007
2.6663
2.6611
2.7252
2.6483
2.4561
2.515
2.557
2.3455
2.5068
2.3346
2.1963
2.1709
1.6394
2.001
1.9272
2.0357
2.1223
2.3485
2.1866
2.2135
2.0342
2.145
2.2079
2.2695
1.9297
1.7401
1.7845
1.8192
1.8328
1.4912
1.4578
1.5673
1.6058
1.8337
2.3674
2.4467
2.4666
Australian Equities
Date
1/31/2001
2/28/2001
3/30/2001
4/30/2001
5/31/2001
6/29/2001
7/31/2001
8/31/2001
9/28/2001
10/31/2001
11/30/2001
12/31/2001
1/31/2002
2/28/2002
3/29/2002
4/30/2002
5/31/2002
6/28/2002
7/31/2002
8/30/2002
9/30/2002
10/31/2002
11/29/2002
12/31/2002
1/31/2003
2/28/2003
3/31/2003
4/30/2003
5/30/2003
6/30/2003
7/31/2003
8/29/2003
9/30/2003
10/31/2003
11/28/2003
12/31/2003
1/30/2004
2/27/2004
3/31/2004
4/30/2004
5/31/2004
6/30/2004
S&P/ASX 200
3341.7000
3326.5000
3147.2000
3329.4000
3379.1000
3490.3000
3324.5000
3275.6000
3049.5000
3249.6000
3337.5000
3422.3000
3464.2000
3414.3000
3414.8000
3350.0000
3373.6000
3216.0000
3086.2000
3120.1000
2970.9000
3042.9000
3061.4000
3007.1000
2956.9000
2800.9000
2885.2000
3007.5000
3011.0000
3026.9000
3122.3000
3199.7000
3169.5000
3272.0000
3186.4000
3299.8000
3272.0000
3360.6000
3415.3000
3400.8000
3460.2000
3532.9000
Return
-0.0045
-0.0539
0.0579
0.0149
0.0329
-0.0475
-0.0147
-0.0690
0.0656
0.0270
0.0254
0.0122
-0.0144
0.0001
-0.0190
0.0070
-0.0467
-0.0404
0.0110
-0.0478
0.0242
0.0061
-0.0177
-0.0167
-0.0528
0.0301
0.0424
0.0012
0.0053
0.0315
0.0248
-0.0094
0.0323
-0.0262
0.0356
-0.0084
0.0271
0.0163
-0.0042
0.0175
0.0210
Cumulative
Return
S&P/ASX
MIDCAP 50
-0.0045
-0.0584
-0.0006
0.0144
0.0473
-0.0002
-0.0149
-0.0840
-0.0183
0.0087
0.0341
0.0464
0.0320
0.0321
0.0131
0.0202
-0.0265
-0.0669
-0.0559
-0.1037
-0.0795
-0.0734
-0.0912
-0.1079
-0.1606
-0.1305
-0.0881
-0.0870
-0.0817
-0.0502
-0.0254
-0.0348
-0.0025
-0.0286
0.0070
-0.0015
0.0256
0.0419
0.0376
0.0551
0.0761
2324.5000
2316.5000
2247.6000
2282.7000
2289.1000
2395.0000
2390.1000
2419.4000
2315.3000
2434.1000
2510.1000
2534.6000
2615.5000
2602.7000
2642.6000
2614.1000
2702.4000
2599.0000
2494.6000
2629.6000
2516.1000
2485.2000
2484.1000
2554.1000
2569.6000
2456.1000
2479.2000
2589.5000
2654.9000
2663.7000
2758.4000
2800.1000
2860.4000
3000.5000
2945.4000
2981.8000
2930.2000
3030.8000
3089.0000
3089.2000
3133.4000
3199.0000
Return
Cumulative
Return
-0.0034
-0.0297
0.0156
0.0028
0.0463
-0.0020
0.0123
-0.0430
0.0513
0.0312
0.0098
0.0319
-0.0049
0.0153
-0.0108
0.0338
-0.0383
-0.0402
0.0541
-0.0432
-0.0123
-0.0004
0.0282
0.0061
-0.0442
0.0094
0.0445
0.0253
0.0033
0.0356
0.0151
0.0215
0.0490
-0.0184
0.0124
-0.0173
0.0343
0.0192
0.0001
0.0143
0.0209
-0.0034
-0.0332
-0.0176
-0.0148
0.0315
0.0295
0.0417
-0.0013
0.0500
0.0812
0.0910
0.1229
0.1180
0.1333
0.1225
0.1563
0.1181
0.0779
0.1320
0.0888
0.0766
0.0761
0.1043
0.1104
0.0662
0.0756
0.1201
0.1454
0.1487
0.1842
0.1993
0.2209
0.2699
0.2515
0.2638
0.2465
0.2809
0.3001
0.3001
0.3145
0.3354
7/30/2004
8/31/2004
9/30/2004
10/29/2004
11/30/2004
12/31/2004
1/31/2005
2/28/2005
3/31/2005
4/29/2005
5/31/2005
6/30/2005
7/29/2005
8/31/2005
9/30/2005
10/31/2005
11/30/2005
12/30/2005
1/31/2006
2/28/2006
3/31/2006
4/28/2006
5/31/2006
6/30/2006
7/31/2006
8/31/2006
9/29/2006
10/31/2006
11/30/2006
12/29/2006
1/31/2007
2/28/2007
3/30/2007
4/30/2007
5/31/2007
6/29/2007
7/31/2007
8/31/2007
9/28/2007
10/31/2007
11/30/2007
12/31/2007
1/31/2008
2/29/2008
3/31/2008
4/30/2008
5/30/2008
3536.1000
3552.7000
3665.0000
3778.6000
3931.3000
4050.6000
4107.3000
4172.8000
4109.8000
3983.2000
4106.4000
4277.5000
4388.8000
4446.8000
4641.2000
4459.7000
4634.8000
4763.4000
4929.6000
4921.3000
5129.7000
5258.8000
5001.7000
5073.9000
4986.0000
5115.4000
5154.1000
5384.4000
5482.1000
5669.9000
5773.4000
5832.5000
5995.0000
6166.0000
6313.5000
6274.9000
6144.2000
6247.2000
6567.8000
6754.1000
6533.1000
6339.8000
5650.3000
5572.1000
5355.7000
5595.4000
5654.7000
0.0009
0.0047
0.0316
0.0310
0.0404
0.0...