Australia markets closed

Union APEC Balanced CNH A (0P00016I97.HK)

HKSE - HKSE Delayed price. Currency in CNH
Add to watchlist
19.899-0.108 (-0.54%)
At close: 04:00AM HKT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.01%
5-year average return9.73%
Number of years up6
Number of years down2
Best 1-yr total return (9 May 2024)29.71%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return29.71%
Worst 3-yr total return3.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016I97.HKCategory
YTD1.63%0.00%
1-month0.06%0.00%
3-month3.59%0.00%
1-year10.40%0.00%
3-year0.04%0.00%
5-year8.73%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016I97.HKCategory
2024
N/AN/A
2023
15.50%N/A
2022
-19.06%N/A
2021
17.36%N/A
2020
29.71%N/A
2019
18.71%N/A
2018
-9.59%N/A
2017
15.63%N/A
2016
8.32%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.56%N/AN/AN/A
20237.24%3.82%-3.90%7.94%
2022-9.00%-11.08%-2.48%2.57%
20215.46%6.97%-2.22%6.39%
2020-11.11%25.28%5.69%10.20%
201910.38%0.51%1.99%4.91%
2018-3.21%4.16%-1.67%-8.80%
20174.50%2.23%4.57%3.51%
20161.00%1.85%3.41%1.82%

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year7.09%
3-year-0.97%
5-year8.07%
10-yearN/A