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Union APEC Balanced TWD B (0P0001366C.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
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19.15-0.11 (-0.59%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.53%
5-year average return11.81%
Number of years up6
Number of years down3
Best 1-yr total return (21 May 2024)31.10%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return31.10%
Worst 3-yr total return-1.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001366C.TWCategory
YTD6.65%0.00%
1-month1.59%0.00%
3-month7.22%0.00%
1-year16.90%0.00%
3-year2.91%0.00%
5-year10.72%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001366C.TWCategory
2024
N/AN/A
2023
17.41%N/A
2022
-17.67%N/A
2021
16.31%N/A
2020
31.10%N/A
2019
19.11%N/A
2018
-11.03%N/A
2017
9.07%N/A
2016
-0.33%N/A
2015
6.20%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.98%N/AN/AN/A
20237.31%4.83%-0.52%4.93%
2022-6.21%-12.22%-1.13%1.15%
20214.61%6.19%-2.38%7.25%
2020-11.95%23.61%7.07%12.50%
20199.60%2.44%1.67%4.34%
2018-1.86%3.42%-3.85%-8.84%
2017-0.69%1.41%5.41%2.74%
2016-0.31%0.61%-0.39%-0.24%
20153.21%1.31%-0.77%2.35%
2014-0.66%7.60%N/AN/A

Rank in category (by total return)

YTD57
1-month5
3-month19
1-year43
3-year48
5-year26

Load adjusted returns

1-year13.39%
3-year1.87%
5-year10.04%
10-yearN/A