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Amundi HK Balanced Cl HKD Dis (0P00016DGY.HK)

HKSE - HKSE Delayed price. Currency in HKD
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9.160+0.020 (+0.22%)
At close: 04:00AM HKT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.86%
5-year average return3.11%
Number of years up6
Number of years down2
Best 1-yr total return (25 Jun 2024)21.56%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return21.56%
Worst 3-yr total return-3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016DGY.HKCategory
YTD4.25%0.00%
1-month2.04%0.00%
3-month2.91%0.00%
1-year8.38%0.00%
3-year-3.63%0.00%
5-year3.79%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016DGY.HKCategory
2024
N/AN/A
2023
5.52%N/A
2022
-15.85%N/A
2021
2.16%N/A
2020
14.82%N/A
2019
17.28%N/A
2018
-11.14%N/A
2017
21.56%N/A
2016
1.83%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.03%N/AN/AN/A
20235.60%-1.08%-4.01%5.24%
2022-5.47%-9.07%-10.71%9.64%
20212.08%3.22%-3.66%0.64%
2020-13.36%11.20%4.93%13.58%
20199.44%1.16%-0.58%6.55%
2018-0.18%-1.51%-1.09%-8.62%
20175.57%5.02%4.74%4.67%
2016-1.79%-0.50%6.39%-2.06%
20152.86%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month37
3-month13
1-year73
3-year95
5-year59

Load adjusted returns

1-year8.38%
3-year-3.63%
5-year3.79%
10-yearN/A