UK markets closed

AMTD Allianz Choice Balanced (0P0000KUYP.HK)

HKSE - HKSE Delayed price. Currency in HKD
Add to watchlist
17.933+0.152 (+0.85%)
At close: 04:00AM HKT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.48%
5-year average return3.93%
Number of years up9
Number of years down5
Best 1-yr total return (16 May 2024)23.30%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return23.30%
Worst 3-yr total return-3.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KUYP.HKCategory
YTD2.07%0.00%
1-month-1.01%0.00%
3-month4.00%0.00%
1-year2.98%0.00%
3-year-4.05%0.00%
5-year2.50%0.00%
10-year2.91%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KUYP.HKCategory
2024
N/AN/A
2023
5.02%N/A
2022
-15.76%N/A
2021
2.15%N/A
2020
18.14%N/A
2019
13.93%N/A
2018
-12.06%N/A
2017
23.30%N/A
2016
1.84%N/A
2015
-3.76%N/A
2014
-2.50%N/A
2013
11.55%N/A
2012
13.16%N/A
2011
-11.36%N/A
2010
7.60%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.11%N/AN/AN/A
20234.92%-0.81%-3.53%4.60%
2022-6.05%-8.51%-10.90%9.99%
20212.31%3.17%-3.64%0.42%
2020-12.97%13.23%7.93%11.08%
20198.27%0.81%-1.31%5.77%
20180.08%-3.20%-0.72%-8.57%
20175.96%5.54%5.17%4.84%
2016-0.62%-0.09%6.03%-3.27%
20152.27%2.48%-10.08%2.12%
2014-2.52%3.46%-2.76%-0.58%
20131.11%-2.74%7.02%6.00%
20129.71%-4.84%4.66%3.57%
20111.08%-0.92%-14.89%3.99%
2010-1.50%-8.03%11.76%6.28%
2009-0.19%N/AN/AN/A

Rank in category (by total return)

YTD43
1-month52
3-month35
1-year45
3-year29
5-year8

Load adjusted returns

1-year2.98%
3-year-4.05%
5-year2.50%
10-year2.91%