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AMTD Invesco Core Accumulation (0P0001A2S8.HK)

HKSE - HKSE Delayed price. Currency in HKD
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14.825+0.035 (+0.24%)
At close: 04:00AM HKT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.13%
5-year average return6.29%
Number of years up4
Number of years down2
Best 1-yr total return (14 May 2024)15.70%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return15.70%
Worst 3-yr total return1.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001A2S8.HKCategory
YTD2.58%0.00%
1-month-2.65%0.00%
3-month1.96%0.00%
1-year10.71%0.00%
3-year1.32%0.00%
5-year5.32%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001A2S8.HKCategory
2024
N/AN/A
2023
15.70%N/A
2022
-16.47%N/A
2021
9.87%N/A
2020
12.60%N/A
2019
15.66%N/A
2018
-6.63%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.37%N/AN/AN/A
20236.29%3.27%-2.85%8.50%
2022-4.77%-11.39%-5.77%5.06%
20211.92%4.62%-0.77%3.83%
2020-11.28%11.50%4.82%8.58%
20197.54%2.77%0.81%3.82%
2018-0.11%-0.68%1.95%-7.69%
20173.16%3.61%N/AN/A

Rank in category (by total return)

YTD68
1-month24
3-month68
1-year49
3-year56
5-year65

Load adjusted returns

1-year10.71%
3-year1.32%
5-year5.32%
10-yearN/A