This site works best on Internet Explorer Version 7 and above
Performance and charts

View graphs, returns or price table by selecting funds and relevant indexes below to compare performance of funds.

Indicative performance based on NAV (bid prices) provided by third-parties. Does not include effect of sales charges, if any. Returns experienced by individual clients may differ from those shown below. Displays maximum of 10 funds for performance chart and 5 for price table. Not all prices include dividends and splits. Prices reported for offshore (non-SGD) funds shown in SGD are for reference purposes only, and may not represent the exchange rates applied to any individual transaction.

Clients should not rely on these performance numbers for decision making. dollarDEX does not guarantee any performance numbers, and accepts no responsibility for their accuracy. Clients should check with the manager of the fund for actual performance numbers.

Fund manager: Geographic region: Industry sector:
Asset class: Asset sub-class: CPF / SRS: Fund currency:
  show funds only sold at dollarDEX show funds only recommended by dollarDEX
zero sales charge (any client status, excluding payment with credit card)
zero sales charge (including CPFIS trades for PrivateClient+ status)
Fund name: Select funds below for comparison.
Hold down Ctrl or Shift key to select more than one or select all
  Exclude funds that have a shorter data history than view period
View period: Chart actual prices (one fund only, excludes re-invested dividends)
Moving average: 10 days 20 days 50 days 100 days 200 days
Applicable for single fund selection only
Sort by: Fund name Returns (%) Annualized return (%) Annual volatility (%) Sharpe ratio
Applicable for performance table only
Chart type: Performance Risk reward
Risk reward chart only available for view period 1-year or above