CD Private Equity Fund III

CD Private Equity Fund IIIverified

CD3.AX

Price:

$1.125

Market Cap:

$81.03M

CD Private Equity Fund III specializes in investments in small and specialised private equity funds targeting lower middle-market operating businesses in the United States.

Industry

Asset Management

IPO Date

2016-07-31

Stock Exchange

ASX

Ticker

CD3.AX

The ROE as of December 2025 (TTM) for CD Private Equity Fund III (CD3.AX) is 12.97%

According to CD Private Equity Fund III’s latest financial reports and current stock price. The company's current ROE is 12.97%. This represents a change of 342.53% compared to the average of 2.93% of the last 4 quarters.

CD Private Equity Fund III (CD3.AX) Historical ROE (quarterly & annually)

How has CD3.AX ROE performed in the past?

The mean historical ROE of CD Private Equity Fund III over the last ten years is 12.45%. The current 12.97% ROE has changed 4.17% with respect to the historical average. Over the past ten years (40 quarters), CD3.AX's ROE was at its highest in in the September 2021 quarter at 21.80%. The ROE was at its lowest in in the September 2020 quarter at -4.73%.

Quarterly (TTM)
Annual

Average

12.45%

Median

14.23%

Minimum

-3.23%

Maximum

35.29%

CD Private Equity Fund III (CD3.AX) ROE by Quarter and Year

Discovering the peaks and valleys of CD Private Equity Fund III ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 7.85%

Maximum Annual ROE = 35.29%

Minimum Annual Increase = -105.72%

Minimum Annual ROE = -3.23%

Quarterly (TTM)
Annual
YearROEChange
202513.75%701.17%
20241.72%-90.91%
202318.89%-46.48%
202235.29%148.02%
202114.23%-14.19%
202016.58%13.01%
201914.67%7.85%
20180.18%-105.72%

CD Private Equity Fund III (CD3.AX) Average ROE

How has CD3.AX ROE performed in the past?

The current ROE of CD Private Equity Fund III (CD3.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

11.45%

5-year avg

16.78%

10-year avg

12.45%

CD Private Equity Fund III (CD3.AX) ROE vs. Peers

How is CD3.AX’s ROE compared to its peers?

CD Private Equity Fund III’s ROE is less than Acorn Capital Investment Fund Limited (6.68%), greater than CD Private Equity Fund II (0%), less than Alternative Investment Trust (12.86%), less than Morphic Ethical Equities Fund Limited (13.06%), less than Fat Prophets Global Contrarian Fund Ltd (18.84%), less than CD Private Equity Fund I (2.05%), greater than BetaShares Managed Risk Global Share Fund (managed fund) (0%), greater than BetaShares Managed Risk Australian Share Fund (managed fund) (0%), less than Cadence Opportunities Fund Limited (4.68%), less than Global Masters Fund Limited (1.73%),

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