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Value Partners Classic (0P00016POB.HK)

HKSE - HKSE Delayed price. Currency in CNH
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14.300+0.160 (+1.13%)
At close: 04:00AM HKT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.25%
5-year average return1.91%
Number of years up4
Number of years down4
Best 1-yr total return (9 May 2024)34.64%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return34.64%
Worst 3-yr total return-11.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016POB.HKCategory
YTD3.94%0.00%
1-month2.69%0.00%
3-month11.35%0.00%
1-year0.96%0.00%
3-year-12.83%0.00%
5-year0.10%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016POB.HKCategory
2024
N/AN/A
2023
-3.22%N/A
2022
-21.69%N/A
2021
-9.74%N/A
2020
28.82%N/A
2019
32.19%N/A
2018
-19.17%N/A
2017
34.64%N/A
2016
2.16%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.21%N/AN/AN/A
20232.64%-1.00%-3.10%-1.71%
2022-20.71%3.62%-12.43%8.85%
20213.47%4.30%-12.19%-4.75%
2020-16.21%20.86%5.14%20.99%
201918.43%-0.60%2.02%10.06%
2018-1.64%-1.30%-2.28%-14.80%
20179.31%5.53%6.99%9.10%
2016-11.18%3.75%12.45%-1.42%

Rank in category (by total return)

YTD72
1-month58
3-month82
1-year47
3-year53
5-year60

Load adjusted returns

1-year-4.09%
3-year-14.31%
5-year-0.92%
10-yearN/A