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Fuh Hwa Heirloon Balanced (0P00006AIJ.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
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39.57-0.31 (-0.78%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.87%
5-year average return12.46%
Number of years up20
Number of years down4
Best 1-yr total return (21 Jun 2024)33.28%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return33.28%
Worst 3-yr total return-2.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00006AIJ.TWCategory
YTD13.09%0.00%
1-month0.39%0.00%
3-month2.21%0.00%
1-year28.46%0.00%
3-year6.52%0.00%
5-year11.44%0.00%
10-year7.67%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00006AIJ.TWCategory
2024
N/AN/A
2023
30.19%N/A
2022
-28.53%N/A
2021
20.94%N/A
2020
11.41%N/A
2019
33.28%N/A
2018
-11.37%N/A
2017
19.69%N/A
2016
6.17%N/A
2015
0.58%N/A
2014
7.02%N/A
2013
21.30%N/A
2012
6.36%N/A
2011
-17.57%N/A
2010
6.47%N/A
2009
18.64%N/A
2008
-14.18%N/A
2007
5.23%N/A
2006
3.13%N/A
2005
1.40%N/A
2004
2.73%N/A
2003
5.99%N/A
2002
5.47%N/A
2001
6.05%N/A
2000
0.24%N/A
1999
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.37%N/AN/AN/A
20238.29%10.14%5.55%3.42%
2022-9.72%-18.00%-3.79%0.35%
202110.07%2.60%-6.95%15.09%
2020-14.71%18.07%5.08%5.29%
20199.12%4.37%8.39%7.95%
20183.85%24.28%-21.71%-12.29%
20175.84%1.52%8.98%2.21%
20167.45%-0.60%4.54%-4.91%
20153.35%1.83%-7.90%3.77%
20144.72%5.97%-4.40%0.88%
20135.60%3.16%2.64%8.49%
20127.77%-5.19%3.43%0.65%
2011-2.13%-2.46%-10.12%-3.94%
2010-2.64%-2.53%9.70%2.28%
2009-0.43%4.76%10.20%3.21%
20083.02%-3.86%-7.58%-6.25%
20071.84%5.17%7.30%-8.43%
2006-1.61%-2.34%1.85%5.38%
2005-0.21%0.46%1.36%-0.21%
20043.47%-2.18%0.94%0.55%
2003-0.16%1.08%2.67%2.29%
20024.80%-0.79%-0.87%2.33%
20012.78%-0.62%-3.25%7.31%
20008.07%0.28%-5.54%-2.07%
19992.55%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month93
3-month87
1-year11
3-year29
5-year28

Load adjusted returns

1-year26.53%
3-year5.99%
5-year11.10%
10-year7.50%