UK markets closed

Principal LSF US Equity Ret (0P00002C1I.HK)

HKSE - HKSE Delayed price. Currency in HKD
Add to watchlist
36.270-0.115 (-0.32%)
At close: 04:00AM HKT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.65%
5-year average return11.70%
Number of years up15
Number of years down5
Best 1-yr total return (20 Jun 2024)29.75%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return29.75%
Worst 3-yr total return2.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002C1I.HKCategory
YTD10.76%0.00%
1-month4.68%0.00%
3-month2.97%0.00%
1-year25.96%0.00%
3-year7.90%0.00%
5-year12.35%0.00%
10-year9.38%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002C1I.HKCategory
2024
N/AN/A
2023
23.93%N/A
2022
-19.18%N/A
2021
27.03%N/A
2020
11.53%N/A
2019
24.80%N/A
2018
-6.42%N/A
2017
19.59%N/A
2016
4.98%N/A
2015
-1.10%N/A
2014
10.85%N/A
2013
29.75%N/A
2012
9.35%N/A
2011
-4.59%N/A
2010
4.41%N/A
2009
11.25%N/A
2008
-41.59%N/A
2007
3.13%N/A
2006
11.52%N/A
2005
5.19%N/A
2004
10.50%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.68%N/AN/AN/A
20237.36%8.11%-3.50%10.64%
2022-4.54%-16.05%-5.13%6.32%
20216.30%7.77%0.34%10.50%
2020-21.46%19.05%6.82%11.67%
201912.96%2.36%0.67%7.22%
20180.60%4.36%6.02%-15.92%
20174.55%2.56%4.46%6.77%
2016-0.85%0.23%1.54%4.03%
20151.60%-0.45%-6.72%4.83%
20140.97%4.29%1.40%3.82%
201310.01%0.44%6.69%10.06%
201211.80%-5.66%6.65%-2.80%
20115.49%-1.97%-15.87%9.68%
20102.95%-14.21%9.40%8.07%
2009-12.49%10.82%11.72%2.67%
2008-11.95%-3.57%-11.46%-22.30%
20070.82%4.20%0.93%-2.74%
20063.79%-2.23%5.01%4.66%
2005-0.85%0.56%3.98%1.47%
20041.95%1.03%-1.33%8.74%
200311.01%N/AN/AN/A

Rank in category (by total return)

YTD44
1-month43
3-month55
1-year57
3-year49
5-year72

Load adjusted returns

1-year19.67%
3-year6.07%
5-year11.20%
10-year8.82%