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Value Partners Hi-Div Stks A2 AUD H Mdis (0P00017XP9.BE)

Berlin - Berlin Delayed price. Currency in AUD
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7.62-0.03 (-0.39%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.60%
5-year average return0.82%
Number of years up7
Number of years down3
Best 1-yr total return (27 Jun 2024)31.75%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.75%
Worst 3-yr total return-6.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00017XP9.BECategory
YTD6.58%0.00%
1-month2.20%0.00%
3-month4.78%0.00%
1-year3.03%0.00%
3-year-7.12%0.00%
5-year1.17%0.00%
10-year2.79%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00017XP9.BECategory
2024
N/AN/A
2023
1.53%N/A
2022
-20.73%N/A
2021
2.85%N/A
2020
11.24%N/A
2019
13.36%N/A
2018
-15.10%N/A
2017
31.75%N/A
2016
0.15%N/A
2015
-2.89%N/A
2014
11.55%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.72%N/AN/AN/A
20238.48%-1.53%-5.40%0.46%
2022-5.70%-10.16%-16.95%12.66%
20217.16%1.98%-4.60%-1.35%
2020-22.29%10.60%9.20%18.53%
201911.82%-1.46%-7.33%11.02%
20180.38%-5.00%-4.37%-6.91%
201711.37%5.92%4.33%7.05%
2016-3.33%0.26%8.66%-4.91%
20153.73%8.91%-16.97%3.52%
2014-1.43%5.88%3.47%3.30%
20133.26%N/AN/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-2.12%
3-year-8.70%
5-year0.14%
10-year2.26%