Sample Report: Australian Exchange Traded Funds Returns


Demonstrates using NLG Studio to create a report on Australian exchange traded funds (ETFs).

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Click Access Download above to get this ETF returns sample project for use within NLG Studio. Scroll down for the sample’s documentation — including a sample report and sample data.


This documentation is organized as follows:

Introduction

This sample project produces a report that identifies greatest returns over time for investment items, relative to a median return, over a large data set.

Sample Report

This report is generated from the sample data that comes with the sample ETFs project.

Morningstar, Inc. in the USA provides free market data on stocks, LICs (Listed Investment Companies), Managed Funds, and ETFs (Exchange Traded Funds) – plus news and investment portfolio information.

Within the 203 ETFs listed in Morningstar’s Australia Reporting, the top-three performing funds by year-to-date (YTD) returns are identified, as well as the best three funds by one-year and three-year returns, as at 26 June 2018.

YEAR-TO-DATE % RETURNS:
The median YTD return out of all 203 ETFs is 1.0%.

Betashares Global Cybersecurity ETF (ASXcode: HACK) had the highest year-to-date return with 18.4%, followed by ETFS Morningstar Global Technology ETF (ASXcode: TECH) with 15.9%, and by BetaShares NASDAQ 100 ETF (ASXcode: NDQ) with 12.9%.

These top-3 funds (by YTD returns) above had:

  • 1-year returns of 19.5%, 26.2%, and 18.9% respectively
  • 3-year-returns of 0%, 0%, and 16.7% respectively
  • Change by -0.7%, -0.4%, and -0.9% respectively compared with the day before

ONE-YEAR % RETURNS:
The median 1-year return out of all 203 ETFs is 6.8%.

1-year returns were the greatest for BetaShares Crude Oil ETF Ccy Hgd(Synth) (ASXcode: OOO), BetaShares S&P/ASX200 Res Sect ETF (ASXcode: QRE), and SPDR® S&P/ASX 200 Resources ETF (ASXcode: OZR) with 34.9%, 32.8%, and 32.7% respectively.

These top-3 funds (by 1-year returns) above had:

  • 3-year returns of -13.2%, 9.8%, and 9.7% respectively
  • YTD returns of 11.6%, 7.7%, and 7.6% respectively
  • Change by -4.8%, -1.3%, and -1.2% respectively compared with the day before

THREE-YEAR % RETURNS:

The median 3-year return out of all 203 ETFs is 4.9%.

3-year returns were the greatest for BetaShares NASDAQ 100 ETF (ASXcode: NDQ), iShares S&P Small-Cap ETF (ASXcode: IJR) , and Smartshares NZ Mid Cap (ASXcode: MDZ-NZ) with 16.7%, 14.2%, and 13.8% respectively.

These top-3 funds (by 3-year returns) above had:

  • 1-year returns of 18.9%, 20.7%, and 14.8% respectively
  • YTD returns of 12.9%, 11.8%, and -0.9% respectively
  • Change by -0.9%, -0.2%, and 0.8% respectively compared with the day before

Past performance is no guarantee of future returns.

Example Data

The example that follows shows the data structure. (This is an excerpt; it does not represent the full sample report.)

ASX Code
Name
CODE_NAME
YTD_Rtn
1yr_Rtn
3yr_Rtn
DayChange%
RUNDATE
AAA
BetaShares Aus High Interest Cash ETF
BetaShares Aus High Interest Cash ETF (ASXcode: AAA)
0.0085
0.0203
0.0221
0.0004
26 June 2018
AUST
BetaShares Managed Risk Australian Share
BetaShares Managed Risk Australian Share (ASXcode: AUST)
-0.0038
0.0705
0.0019
BEAR
BetaShares Aus Equities Bear Hedge
BetaShares Aus Equities Bear Hedge (ASXcode: BEAR)
0.0003
-0.066
-0.051
-0.0036
CORE
ETFS Global Core Infrastructure ETF
ETFS Global Core Infrastructure ETF (ASXcode: CORE)
0.0159
0.0149
DMKT
AMP Capital Dynamic Markets ETF (Hedge)
AMP Capital Dynamic Markets ETF (Hedge) (ASXcode: DMKT)
0.0166
0.0624
-0.0186
EINC
BetaShares Legg Mason Equity Income Fund
BetaShares Legg Mason Equity Income Fund (ASXcode: EINC)
0.0012
EMF-NZ
Smartshares Emerging Markets
Smartshares Emerging Markets (ASXcode: EMF-NZ)
-0.0147
0.1019
-0.0023
GLIN
AMP Capital Global Infras Secs Unhdg
AMP Capital Global Infras Secs Unhdg (ASXcode: GLIN)
-0.024
-0.0354
-0.0075
GOLD
ETFS Physical Gold ETC
ETFS Physical Gold ETC (ASXcode: GOLD)
0.0434
0.0102
0.0308
-0.0092
IAF
iShares Core Composite Bond ETF
iShares Core Composite Bond ETF (ASXcode: IAF)
0.0115
0.0149
0.0277
0.0016