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Australian Unity Office Fund (AOF.AX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

AU000000AOF3

Sector

Real Estate

Highlights

Market Cap

A$179.18M

EPS (TTM)

-A$0.37

Total Revenue (TTM)

A$14.13M

Gross Profit (TTM)

A$9.39M

EBITDA (TTM)

A$9.31M

Year Range

A$0.82 - A$1.28

Target Price

A$1.20

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of A$10,000 in Australian Unity Office Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%SeptemberOctoberNovemberDecember2025February
-4.89%
244.49%
AOF.AX (Australian Unity Office Fund)
Benchmark (^GSPC)

Returns By Period

Australian Unity Office Fund had a return of -0.00% year-to-date (YTD) and 19.53% in the last 12 months.


AOF.AX

YTD

-0.00%

1M

-0.46%

6M

-7.67%

1Y

19.53%

5Y*

-11.55%

10Y*

N/A

^GSPC (Benchmark)

YTD

3.96%

1M

2.77%

6M

10.09%

1Y

21.57%

5Y*

12.62%

10Y*

11.30%

*Annualized

Monthly Returns

The table below presents the monthly returns of AOF.AX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.46%-0.00%
2024-1.44%-3.42%21.21%8.85%3.88%0.49%0.00%-5.04%-0.49%-0.83%-5.38%3.32%20.10%
20235.70%-2.99%-5.83%3.00%-2.91%-11.62%-0.38%-0.77%-1.35%-19.84%-9.41%15.35%-30.29%
2022-3.83%10.62%-0.48%-1.63%0.83%-8.35%-17.35%-11.05%-16.69%-1.14%16.92%5.56%-28.08%
2021-1.86%4.27%6.25%6.52%10.61%-2.29%-8.43%1.26%-2.16%-2.15%1.32%3.40%16.41%
20204.18%0.34%-30.95%0.99%5.37%-1.90%-2.39%4.41%-0.18%-1.91%4.88%1.73%-19.78%
20190.00%0.74%0.36%1.49%2.57%6.41%2.04%0.33%0.33%-0.33%-3.65%1.76%12.42%
2018-3.77%-0.00%-1.35%2.24%3.95%7.14%1.20%6.33%-0.01%7.55%-2.11%-1.80%20.25%
20172.49%1.45%1.84%1.92%1.87%4.58%-0.45%1.80%3.06%0.24%1.31%4.75%27.75%
20160.17%3.29%-0.92%-1.03%-0.95%-1.42%-1.14%-2.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AOF.AX is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AOF.AX is 6969
Overall Rank
The Sharpe Ratio Rank of AOF.AX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of AOF.AX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of AOF.AX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of AOF.AX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of AOF.AX is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Australian Unity Office Fund (AOF.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AOF.AX, currently valued at 0.83, compared to the broader market-2.000.002.004.000.831.83
The chart of Sortino ratio for AOF.AX, currently valued at 1.50, compared to the broader market-6.00-4.00-2.000.002.004.006.001.502.47
The chart of Omega ratio for AOF.AX, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.33
The chart of Calmar ratio for AOF.AX, currently valued at 0.38, compared to the broader market0.002.004.006.000.382.76
The chart of Martin ratio for AOF.AX, currently valued at 2.34, compared to the broader market-10.000.0010.0020.0030.002.3411.27
AOF.AX
^GSPC

The current Australian Unity Office Fund Sharpe ratio is 0.83. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Australian Unity Office Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.83
2.07
AOF.AX (Australian Unity Office Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Australian Unity Office Fund provided a 15.50% dividend yield over the last twelve months, with an annual payout of A$0.17 per share.


5.00%10.00%15.00%20.00%25.00%A$0.00A$0.05A$0.10A$0.15A$0.20A$0.25201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
DividendA$0.17A$0.17A$0.28A$0.13A$0.15A$0.15A$0.16A$0.16A$0.15A$0.08

Dividend yield

15.50%15.50%26.73%7.97%6.43%6.74%5.54%5.81%6.43%3.86%

Monthly Dividends

The table displays the monthly dividend distributions for Australian Unity Office Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025A$0.00A$0.00A$0.00
2024A$0.00A$0.00A$0.02A$0.00A$0.00A$0.06A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.17
2023A$0.00A$0.00A$0.03A$0.00A$0.00A$0.23A$0.00A$0.00A$0.01A$0.00A$0.00A$0.02A$0.28
2022A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.00A$0.00A$0.03A$0.00A$0.00A$0.03A$0.13
2021A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.15
2020A$0.00A$0.00A$0.04A$0.00A$0.00A$0.03A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.15
2019A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.00A$0.00A$0.00A$0.00A$0.04A$0.04A$0.16
2018A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.16
2017A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.15
2016A$0.00A$0.00A$0.00A$0.04A$0.00A$0.00A$0.04A$0.08

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%15.5%
Australian Unity Office Fund has a dividend yield of 15.50%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%250.4%
Australian Unity Office Fund has a payout ratio of 250.41%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-47.61%
-1.59%
AOF.AX (Australian Unity Office Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Australian Unity Office Fund. 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 Australian Unity Office Fund was 63.63%, occurring on Nov 22, 2023. The portfolio has not yet recovered.

The current Australian Unity Office Fund drawdown is 47.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.63%Jun 4, 2021626Nov 22, 2023
-50.17%Feb 25, 202020Mar 23, 2020304Jun 3, 2021324
-9.8%Dec 29, 201731Feb 13, 201876Jun 4, 2018107
-8.95%Jul 26, 201698Dec 8, 201694Apr 28, 2017192
-8.36%Oct 19, 201852Jan 3, 2019105Jun 5, 2019157

Volatility

Volatility Chart

The current Australian Unity Office Fund volatility is 1.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
1.93%
3.33%
AOF.AX (Australian Unity Office Fund)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Australian Unity Office Fund over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Australian Unity Office Fund.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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