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S&P/ASX All Australian 50 Index

Performance

^AXAF Performance Chart

S&P/ASX All Australian 50 Index (^AXAF) is up 2.1% since the beginning of the year. ^AXAF is currently trading at A$8,508 per share. Investors who bought A$1,000 worth of ^AXAF shares 5 years ago would now be looking at an investment worth A$1,207.


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S&P 500 Index

Returns By Period

S&P/ASX All Australian 50 Index (^AXAF) has returned 2.11% so far this year and 3.11% over the past 12 months. Over the last ten years, ^AXAF has returned 4.98% per year, falling short of the S&P 500 Index benchmark, which averaged 14.04% annually.


S&P/ASX All Australian 50 Index

1D
0.03%
1M
-0.09%
YTD
2.11%
6M
4.02%
1Y
3.11%
3Y*
6.79%
5Y*
3.83%
10Y*
4.98%

Benchmark (S&P 500 Index)

1D
-0.08%
1M
5.62%
YTD
3.31%
6M
1.88%
1Y
15.87%
3Y*
17.80%
5Y*
14.12%
10Y*
14.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^AXAF Monthly Returns History

Based on dividend-adjusted daily data since Jun 18, 2007, ^AXAF's average daily return is +0.01%, while the average monthly return is +0.23%. At this rate, an investment would double in approximately 25.1 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +10.8%, while the worst month was Mar 2020 at -20.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^AXAF closed higher 53% of trading days. The best single day was Mar 30, 2020 with a return of +7.4%, while the worst single day was Mar 16, 2020 at -9.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.46%5.16%-6.84%2.20%0.56%-0.04%2.11%
20254.17%-4.24%-4.07%3.97%3.21%1.43%1.98%1.69%-2.12%0.11%-3.97%1.69%3.37%
20241.69%0.21%2.01%-3.26%0.57%1.47%4.03%-0.13%2.04%-1.49%3.30%-3.06%7.32%
20236.36%-2.73%-0.91%1.46%-3.19%1.94%2.64%-1.29%-3.15%-3.12%4.16%7.33%9.08%
2022-5.58%1.72%6.58%-0.42%-2.56%-8.26%4.67%0.34%-6.87%5.62%6.57%-3.10%-2.79%
20210.92%1.84%1.57%3.19%2.56%1.61%1.17%1.17%-2.87%-0.03%-1.45%2.47%12.67%

Benchmark Metrics

S&P/ASX All Australian 50 Index has an annualized alpha of 1.58%, beta of 0.12, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since June 19, 2007.

  • This index participated in 61.02% of S&P 500 Index downside but only 35.55% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.12 may look defensive, but with R2 of 0.01 this index is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this index's risk.
  • R2 of 0.01 means this index moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
1.58%
Beta
0.12
0.01
Upside Capture
35.55%
Downside Capture
61.02%

Return for Risk

Risk / Return Rank

^AXAF ranks 21 for risk / return — below 21% of indices on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


^AXAF Risk / Return Rank: 2121
Overall Rank
^AXAF Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
^AXAF Sortino Ratio Rank: 1818
Sortino Ratio Rank
^AXAF Omega Ratio Rank: 1919
Omega Ratio Rank
^AXAF Calmar Ratio Rank: 2323
Calmar Ratio Rank
^AXAF Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for S&P/ASX All Australian 50 Index (^AXAF) and compare them to S&P 500 Index.


^AXAFBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.27

1.59

-1.32

Sortino ratio

Return per unit of downside risk

0.46

2.21

-1.75

Omega ratio

Gain probability vs. loss probability

1.06

1.29

-0.24

Calmar ratio

Return relative to maximum drawdown

0.38

1.36

-0.99

Martin ratio

Return relative to average drawdown

0.81

3.80

-2.99

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the S&P/ASX All Australian 50 Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the S&P/ASX All Australian 50 Index was 51.77%, occurring on Mar 6, 2009. Recovery took 2706 trading sessions.

The current S&P/ASX All Australian 50 Index drawdown is 4.29%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-51.77%Mar 2009
1y 4mo10y 4mo
11y 8moNov 2007 - Jul 2019
COVID crash2020
-35.42%Mar 2020
1mo 1d1y 2mo
1y 3moFeb 2020 - Jun 2021
Bear market2022
-14.52%Oct 2022
1y 1mo4mo 3d
1y 5moAug 2021 - Feb 2023
2025 selloff2025
-13.96%Apr 2025
1mo 19d2mo 4d
3mo 23dFeb 2025 - Jun 2025
2007 correction2007
-10.84%Aug 2007
23d1mo 4d
1mo 27dJul 2007 - Sep 2007

Drawdown Indicators


^AXAFBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-51.77%

-41.25%

-10.52%

Max Drawdown (1Y)

Largest decline over 1 year

-8.21%

-11.69%

+3.48%

Max Drawdown (3Y)

Largest decline over 3 years

-13.96%

-17.74%

+3.78%

Max Drawdown (5Y)

Largest decline over 5 years

-14.52%

-22.01%

+7.49%

Max Drawdown (10Y)

Largest decline over 10 years

-35.42%

-24.71%

-10.71%

Current Drawdown

Current decline from peak

-4.29%

-0.08%

-4.21%

Average Drawdown

Average peak-to-trough decline

-16.45%

-11.09%

-5.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.84%

4.19%

-0.35%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with ^AXAF

Add S&P/ASX All Australian 50 Index to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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