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Inception Date
Nov 27, 2017
Region
Asia Pacific (Australia)
Leveraged
1x (No leverage)
Index Tracked
Nasdaq Future Australian Sustainability Leaders Index
Domicile
Australia
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap

Share Price Chart


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Performance

FAIR.AX Performance Chart

Betashares Australian Sustainability Leaders ETF (FAIR.AX) is down 7.4% since the beginning of the year. FAIR.AX is currently trading at A$19 per share. Investors who bought A$1,000 worth of FAIR.AX shares 5 years ago would now be looking at an investment worth A$1,044.


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S&P 500 Index

Returns By Period

Betashares Australian Sustainability Leaders ETF (FAIR.AX) has returned -7.43% so far this year and -13.34% over the past 12 months.


Betashares Australian Sustainability Leaders ETF

1D
0.11%
1M
0.04%
6M
-6.83%
YTD
-7.43%
1Y
-13.34%
3Y*
1.71%
5Y*
0.87%
10Y*

Benchmark (S&P 500 Index)

1D
0.12%
1M
1.38%
6M
4.49%
YTD
5.58%
1Y
12.98%
3Y*
18.01%
5Y*
13.12%
10Y*
14.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAIR.AX Monthly Returns History

Based on dividend-adjusted daily data since Nov 27, 2017, FAIR.AX's average daily return is +0.02%, while the average monthly return is +0.47%. At this rate, an investment would double in approximately 12.3 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +9.1%, while the worst month was Mar 2020 at -15.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, FAIR.AX closed higher 50% of trading days. The best single day was Mar 26, 2020 with a return of +6.4%, while the worst single day was Mar 12, 2020 at -6.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.09%-2.94%-6.06%1.89%-1.47%6.15%-1.68%-7.43%
20253.65%-4.57%-4.60%4.22%5.69%1.32%2.63%0.72%-2.89%-1.24%-2.41%-3.28%-1.46%
20240.97%4.21%2.81%-3.48%-1.08%1.20%4.51%2.39%1.95%-1.86%6.33%-3.43%14.89%
20234.56%0.45%-0.90%4.21%-0.27%0.71%2.88%-1.07%-4.75%-6.97%5.79%7.14%11.36%
2022-11.50%-0.49%3.70%-0.84%-4.13%-7.56%8.31%0.23%-8.52%5.55%3.16%-4.31%-16.95%
2021-0.86%-3.11%4.01%4.29%-0.53%6.10%0.22%5.98%-3.42%0.25%1.94%2.00%17.59%

Benchmark Metrics

Betashares Australian Sustainability Leaders ETF has an annualized alpha of 2.15%, beta of 0.18, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since November 27, 2017.

  • This ETF participated in 101.68% of S&P 500 Index downside but only 59.39% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.18 may look defensive, but with R2 of 0.04 this ETF 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 ETF's risk.
  • R2 of 0.04 means this ETF 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
2.15%
Beta
0.18
0.04
Upside Capture
59.39%
Downside Capture
101.68%

Expense Ratio

FAIR.AX has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FAIR.AX ranks 3 for risk / return — in the bottom 3% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


FAIR.AX Risk / Return Rank: 33
Overall Rank
FAIR.AX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
FAIR.AX Sortino Ratio Rank: 22
Sortino Ratio Rank
FAIR.AX Omega Ratio Rank: 22
Omega Ratio Rank
FAIR.AX Calmar Ratio Rank: 55
Calmar Ratio Rank
FAIR.AX Martin Ratio Rank: 55
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 Betashares Australian Sustainability Leaders ETF (FAIR.AX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FAIR.AXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.29

Sortino ratioReturn per unit of downside risk

-3.12

Omega ratioGain probability vs. loss probability

0.85

1.24

-0.39

Calmar ratioReturn relative to maximum drawdown

-0.57

1.11

-1.68

Martin ratioReturn relative to average drawdown

-0.90

3.10

-4.00

Dividends

Dividend History

Betashares Australian Sustainability Leaders ETF provided a 1.58% dividend yield over the last twelve months, with an annual payout of A$0.29 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%1.50%2.00%2.50%3.00%A$0.00A$0.10A$0.20A$0.30A$0.40A$0.50A$0.6020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
DividendA$0.29A$0.46A$0.25A$0.20A$0.43A$0.60A$0.52A$0.61A$0.15

Dividend yield

1.58%2.27%1.16%1.09%2.53%2.86%2.84%3.30%1.00%

Monthly Dividends

The table displays the monthly dividend distributions for Betashares Australian Sustainability Leaders ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.29A$0.29
2025A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.46A$0.00A$0.00A$0.00A$0.00A$0.00A$0.46
2024A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.25A$0.00A$0.00A$0.00A$0.00A$0.00A$0.25
2023A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.20A$0.00A$0.00A$0.00A$0.00A$0.00A$0.20
2022A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.43A$0.00A$0.00A$0.00A$0.00A$0.00A$0.43
2021A$0.11A$0.00A$0.00A$0.00A$0.00A$0.00A$0.48A$0.00A$0.00A$0.00A$0.00A$0.00A$0.60

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 Betashares Australian Sustainability Leaders ETF. 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 Betashares Australian Sustainability Leaders ETF was 30.70%, occurring on Mar 23, 2020. Recovery took 274 trading sessions.

The current Betashares Australian Sustainability Leaders ETF drawdown is 17.73%.


Drawdown

Fall

Recovery

Underwater

Related event

-30.70%Mar 2020
1mo 1d1y 1mo
1y 2moFeb 2020 - Apr 2021
COVID crash2020
-23.53%Jun 2022
5mo 18d2y 1mo
2y 7moDec 2021 - Jul 2024
Bear market2022
-22.44%May 2026
8mo 29d
10mo 28dAug 2025 - now
-14.76%Apr 2025
4mo 4d1mo 28d
6mo 2dDec 2024 - Jun 2025
2025 selloff2025
-12.03%Dec 2018
3mo 21d2mo 12d
6mo 3dSep 2018 - Mar 2019
Rate-hike selloffLate 2018

Drawdown Indicators


FAIR.AXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-30.70%

-41.07%

+10.37%

Max Drawdown (1Y)

Largest decline over 1 year

-22.44%

-11.69%

-10.75%

Max Drawdown (3Y)

Largest decline over 3 years

-22.44%

-17.74%

-4.70%

Max Drawdown (5Y)

Largest decline over 5 years

-23.53%

-22.01%

-1.52%

Max Drawdown (10Y)

Largest decline over 10 years

-24.71%

Current Drawdown

Current decline from peak

-17.73%

-0.60%

-17.13%

Average Drawdown

Average peak-to-trough decline

-7.30%

-11.02%

+3.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.38%

4.20%

+10.18%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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