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UPAMC Ben Teng Fund (0P00006AA2.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
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266.03+3.47 (+1.32%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return26.84%
5-year average return36.58%
Number of years up19
Number of years down6
Best 1-yr total return (28 Jun 2024)86.55%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return86.55%
Worst 3-yr total return0.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00006AA2.TWCategory
YTD18.74%0.00%
1-month2.71%0.00%
3-month3.08%0.00%
1-year60.55%0.00%
3-year25.17%0.00%
5-year36.04%0.00%
10-year19.58%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00006AA2.TWCategory
2024
N/AN/A
2023
71.33%N/A
2022
-22.79%N/A
2021
86.55%N/A
2020
20.74%N/A
2019
38.18%N/A
2018
-7.13%N/A
2017
34.21%N/A
2016
0.47%N/A
2015
1.65%N/A
2014
13.89%N/A
2013
20.63%N/A
2012
14.28%N/A
2011
-20.39%N/A
2010
9.96%N/A
2009
85.24%N/A
2008
-50.19%N/A
2007
30.20%N/A
2006
17.44%N/A
2005
61.50%N/A
2004
1.51%N/A
2003
24.04%N/A
2002
-20.39%N/A
2001
58.39%N/A
2000
-51.30%N/A
1999
69.19%N/A
1998
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.24%N/AN/AN/A
202317.32%18.54%13.56%8.49%
2022-8.05%-15.74%-1.78%1.47%
202132.31%22.09%-3.40%19.55%
2020-18.18%25.96%-2.33%19.96%
201916.06%-5.31%11.09%13.19%
20182.79%19.95%-15.76%-10.58%
201711.57%4.01%9.42%5.68%
20164.18%-2.29%8.31%-8.87%
20150.67%13.48%-14.65%4.25%
201411.01%9.18%-6.06%0.02%
20135.18%4.99%2.52%6.55%
201218.83%-6.57%2.86%0.07%
20111.25%-3.52%-10.93%-8.51%
2010-9.17%-7.90%17.41%11.96%
20098.78%24.39%25.67%8.94%
2008-8.37%-15.01%-16.60%-23.32%
20079.57%12.84%23.49%-14.73%
20068.53%-9.55%12.44%6.41%
20059.00%4.59%12.15%26.32%
200415.17%-16.21%2.47%2.65%
2003-11.23%8.88%15.70%10.93%
200211.37%-21.34%-6.71%-2.59%
200142.48%-9.33%-21.06%55.30%
200015.49%-13.46%-28.51%-31.84%
1999-1.74%40.83%-6.36%30.57%
1998-0.31%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month61
3-month57
1-year4
3-year2
5-year1

Load adjusted returns

1-year57.34%
3-year24.33%
5-year35.49%
10-year19.34%