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United Global Dividend Balanced Fund (0P00008TA9.SI)

SES - SES Delayed price. Currency in SGD
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0.63400.0000 (0.00%)
As of 04:00AM SGT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.53%
5-year average return1.47%
Number of years up13
Number of years down5
Best 1-yr total return (28 Jun 2024)14.50%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return14.50%
Worst 3-yr total return-3.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00008TA9.SICategory
YTD7.65%0.00%
1-month1.95%0.00%
3-month3.80%0.00%
1-year12.84%0.00%
3-year1.32%0.00%
5-year1.60%0.00%
10-year2.52%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00008TA9.SICategory
2024
N/AN/A
2023
7.13%N/A
2022
-10.59%N/A
2021
8.59%N/A
2020
-6.74%N/A
2019
8.45%N/A
2018
-4.51%N/A
2017
7.06%N/A
2016
2.69%N/A
2015
3.53%N/A
2014
5.95%N/A
2013
8.52%N/A
2012
12.74%N/A
2011
-11.90%N/A
2010
3.81%N/A
2009
14.50%N/A
2008
-22.27%N/A
2007
0.17%N/A
2006
9.41%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.76%N/AN/AN/A
20230.13%5.05%-1.53%3.43%
2022-5.59%-5.09%-3.94%3.87%
20214.44%5.39%-2.47%1.16%
2020-15.11%6.35%-0.42%3.73%
20196.69%-0.51%0.59%1.57%
2018-2.48%3.63%1.81%-7.19%
20171.68%1.41%1.83%1.96%
2016-3.22%2.41%1.30%2.28%
20153.97%-2.68%-0.89%3.24%
20140.04%1.97%0.05%3.80%
20135.87%-2.70%1.16%4.13%
20128.45%-2.18%2.06%4.12%
20110.47%-0.46%-16.15%5.07%
20100.86%-7.02%5.86%4.56%
2009-0.60%4.27%10.72%-0.22%
2008-8.04%-3.24%-5.39%-7.68%
20071.15%2.29%-0.14%-3.05%
20062.79%-1.10%5.75%1.77%

Rank in category (by total return)

YTD12
1-month10
3-month10
1-year21
3-year42
5-year86

Load adjusted returns

1-year7.20%
3-year-0.40%
5-year0.56%
10-year2.00%