About Compare Funds

Compare Funds came about as a result of a need to find a resource to help analyse the myriad of managed funds on the market - beyond the basic rolling average annual performance data provided by the funds management and financial planning industries.

Fund Statistics

• Recent Returns (1 day; 1 week; 1 month; 3 months; 6 months; this financial year)
• Annual Returns - Compound Annual Growth Rate (1, 2, 3, 5, 7, 10 years; since inception)
• Quarterly Statistics - Average / Max / 3rd Quartile / Median / 1st Quartile / Min (3, 5, 7, 10 years)
• Single Historic Financial Year
• Single Historic Quarter
• Filter by Region, Sector, Geared/Ungeared, Index Fund, Fund Manager, Retail/Wholesale, Open/Closed
• Sort by Name, APIR, or any statistic column

Fund Profiles

• Detailed profile and information about each fund
• Performance Charts
• Chart periods: this quarter; this financial year; last 3, 6, 12 months; from beginning of previous 3 financial years; specific historic financial year; specific historic quarter
• Chart types: Percentage increase in value; Moving Averages (user configurable 5, 10, 20, 30, 35, 40, 45, 50, 60, 100, 130, 200 day moving averages)
• Automatic chart resizing to fill browser window
• Historic performance results for each year and quarter, including chart for comparison

Compare Charts

• Select up to 5 fund charts to display at once
• Smooth chart lines using 2, 5, 10, 20 or 50 day moving averages
• Chart periods: this quarter; this financial year; last 3, 6, 12 months; from beginning of previous 3 financial years; specific historic financial year; specific historic quarter

Watchlists

• Multiple custom watchlists with up to 20 funds each
• Same statistics as standard fund statistics