How can we help?

Performance inclusions and exclusions

What’s included in my performance?

Your performance chart gives you a complete picture of your investment returns for the time period you select. It includes:

  • Starting and ending value: The total worth of your portfolio at the beginning and end of the period.
  • Net investments: the difference between the investments acquired and disposed of in the period.
  • Acquisitions: Any investments added to your portfolio (e.g. buys or share transfers in).
  • Disposals: Any investments taken out of your portfolio (e.g. sells or share transfers out).

 

What's excluded from my performance?

  • Brokerage fees, taxes or other costs: The cost of executing trades, currency conversion (FX) fees, capital gains tax, dividend withholding tax, or any other administrative fees.
  • Cash balances: Any cash you’re holding in your Stake account is excluded. That will appear in your buying power.
  • Dividends: This will be reflected in your buying power.

 

 

Performance chart is in Beta, with access rolling out gradually as we fine-tune the experience.

Your performance chart is for general information only. It shouldn’t be the sole basis for your investment decisions. Values may vary over time, and your actual returns may differ from those shown. Past performance is not a reliable indicator of future performance.
 


Did you find this helpful?


Stake logo
Over 12,000 5-star reviews
App Store logoGoogle Play logo

Subscribe to our free newsletters

By subscribing, you agree to our Privacy Policy.

Stakeshop Pty Ltd, trading as Stake, ACN 610 105 505, is an authorised representative (Authorised Representative No. 1241398) of Stakeshop AFSL Pty Ltd (Australian Financial Services Licence no. 548196). Stake SMSF Pty Ltd ACN 648 283 532 (‘Stake Super’) is not licensed to provide financial product advice under the Corporations Act. This specifically applies to any financial products which are established if you instruct Stake Super to set up a self managed super fund (‘SMSF’). When you sign up to Stake Super, you are contracting with Stake SMSF Pty Ltd who will assist in the establishment of a SMSF under a ‘no advice model’. You will also be referred to Stakeshop Pty Ltd to enable your trading account and bank account to be set up in order to use the Stake Website and/or App. For more information about SMSFs, see our SMSF Risks page. The Stake Accumulate Fund (ARSN 680 653 374) is issued by K2 Asset Management Ltd (ABN 95 085 445 094 AFSL 244 393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782). The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake and Stake Super, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice given by Stake is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Financial Services GuideTerms & ConditionsPrivacy Policy and Disclaimers before deciding to invest on or use Stake or Stake Super. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake and Stake Super are registered trademarks in Australia.

Copyright © 2025 Stake. All rights reserved.