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ASX-300 sector and stock performance 2013-2018

by Raghav Singh, Sharesight

Since investors using Sharesight typically tend to lean towards a ‘buy and hold’ investing philosophy, it’s important to look at returns over longer periods. In this post, we’re examining the returns of stocks in Australia’s ASX-300 index and the corresponding returns for each sector as well as key stocks to look for underlying trends over the last 5 years (2013-2018).

Sharesight performance calculation methodology

Sharesight calculates annualised returns that include dividends - we do this using a dollar weighted return calculation method when there are multiple buy/sell trades within a measurement period. For this exercise we “purchased” a single parcel of each stock on 1 Jan 2013 and used Sharesight’s performance report to calculate the annualised return including dividends (total annualised return) through to 31 December 2018. In this post we’ve used Sharesight’s compounded annual return to calculate these annualised returns.

ASX-300 performance 2013-2018

ASX300 historical performance

Using the Vanguard Australian Shares Index ETF (VAS) as a proxy to capture the dividend and capital gain performance of the ASX-300 index in Sharesight (read our rationale for benchmarking your portfolio against ETFs), we find an extremely strong performance for the index through 2013 before a long plateau, underpinning the importance of understanding the impact of holding periods in your investment performance.

Over the 5 years from 1 January 2013 to 31 December 2018, ASX:VAS recorded a 9.93% total annual return, with 6.95% of that return coming from dividends, illustrating the high dividend yield common to some Australian stocks.

Performance of each sector in the ASX-300

Sharesight uses the FactSet Revere Business Industry Classification System to classify companies by industry and sector (when looking at a holding in Sharesight, this information is available in the ‘instrument detail’ section on the right).

ASX300 sector performance

We used this sector break down to split out the performance by sector within the ASX-300 over the 2013-2018 period. Here’s that performance by sector – simply click on a sector for more info:

ASX-300 performance by sector 2013-2018

ASX-300 compounding

  1. Commercial services: 33.90%

  2. Communication: 12.01%

  3. Consumer durables: 22.59%%

  4. Consumer Non-Durables: 31.59%

  5. Consumer services: 12.99%

  6. Distribution services: 11.92%

  7. Energy minerals: 2.22%

  8. Finance: 20.38%

  9. Health services: 27.52%

  10. Health technology: 30.17%

  11. Industrial services: 7.74%

  12. Non-Energy minerals: 17.55%

  13. Process industries: 18.51%

  14. Producer manufacturing: 12.33%

  15. Retail trade: 14.64%

  16. Technology services: 41.88%

  17. Transportation: 19.70%

  18. Utilities: 7.41%

NOTE: All return figures per annum total return including dividends

1. Commercial services: 33.90%

ASX commercial services performance

NEA - Nearmap Ltd: 71%

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  • Sep 6 2018: Announced plans to raise $70 Million to enter the international market

  • Sep 12 2018: Entered the S&P/ASX 300 Index*

SIQ - Smart group Corporation: 52.56%

CTD - Corp Travel limited: 93.02%

2. Communication: 12.01%

SPK - Spark New Zealand: 20.13%

TPM - TPG Telecom limited: 18.72%

CNU - Chorus Limited: 15.75%

3. Consumer durables: 22.59%

ASX consumer durables performance

ALL - Aristocrat Leisure: 39.95%

LOV - Lovisa Holdings limited: 34.66%

AMA - Ama Group limited: 18.22%

4. Consumer Non-Durables: 31.59%

A2M - The A2 Milk Company: 116.71%

BAL - Bellamy’s Australia: 48.78%

FNP - Freedom food ltd: 35.20%

5. Consumer services: 12.99%

CFK - Collin foods ltd: 33.33%

IEL - IDP Education ltd: 42.91%

DMP - Dominos Pizza Enterprises: 27.91%

6. Distribution services: 11.92%

API - Australian Pharmacy Industries ltd: 25.47%

BAP - Bapcor Limited: 28.22%

SVW - Seven Group Holdings: 13.06%

7. Energy minerals: 2.22%

WHC - Whitehaven Coal: 5.84%

WPL - Woodside Petroleum: 5.59%

BPT - Beach Energy Limited: 0.52%

8. Finance: 20.38%

ASX Finance Sector Performance

HUB - Hub24 Ltd: 76.06%

EML - EML Payments ltd : 39.75%

NGI - Navigator Global investment ltd: 35.56%

9. Health services: 27.52%

ASX Health Sector Performance

PME - Pro Medicus limited: 72.99%

RHC - Ramsay Health Care: 16.18%

SHL - Sonic Health care: 12.55%

10. Health technology: 30.17%

ASX Health Technology Sector Performance

PNV - Polynovo limited: 52.66%

CUV - Clinuvel Pharmaceuticals: 46.54%

FPH - Fisher and Paykel: 37.63%

11. Industrial services: 7.74%

CIM - Cimic Group limited: 18.85%

CLQ - Clean Teq Holdings ltd: 15.52%

CWY - Cleanaway Waste Limited: Total return 14.93%

12. Non-Energy minerals: 17.55%

ASX Non energy minerals mining sector performance

PLS - Pilbara Min Ltd: 66.82%

SAR - Saracen Mineral: 40.56%

KDR - Kidman Resources ltd: 33.80%

13. Process industries: 18.51%

ASX process industries sector performance

ORA - Orora limited: 23.84%

WBA - Webster ltd: 20.76%

ING - ING Corporation: 21.98%

14. Producer manufacturing: 12.33%

RWC - Reliance Worldwide: 18.27%

CSR - Csr limited: 13.46%

GWA - GWA Group ltd: 6.92%

15. Retail trade: 14.64%

HVN - Harvey Norman: 18.28%

WES - Wesfarmers limited: 5.20%

WOW - Woolworths limited: 4.88%

16. Technology services: 41.88%

ASX Technology Sector Performance

ALU - Altium limited: 61.64%

APT - Afterpay touch: 175.02%

PPS - Praemium Limited: 47.56%

17. Transportation: 19.70%

AIA - Auckland International: 21.48%

SYD - Sydney Airport: 16.56%

18. Utilities: 7.41%

IFN - Infigen Energy: 10.90%

AGL - Agl Energy Limited: 9.89%

EPW - ERM Power limited: 2.90%

* Note: Due to the regular rebalancing of companies included in the ASX300 index, the performance figures calculated here are for companies included in the ASX300 index the end of 2018.

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