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BEA (MPF) Balanced Fund (BEAMPFBAL.HK)

YHD - YHD Delayed price. Currency in HKD
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19.46-0.02 (-0.10%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up10
Number of years down5
Best 1-yr total return (Invalid Date)21.79%
Worst 1-yr total return (Invalid Date)-25.04%
Best 3-yr total return21.79%
Worst 3-yr total return-0.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBEAMPFBAL.HKCategory
YTD1.95%4.42%
1-month0.65%0.94%
3-month4.79%4.42%
1-year-6.36%5.20%
3-year1.26%1.40%
5-year1.04%2.77%
10-year2.55%2.57%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
BEAMPFBAL.HKCategory
2016
N/AN/A
2015
-3.25%-2.76%
2014
1.05%0.66%
2013
7.24%6.07%
2012
10.14%10.40%
2011
-7.30%-5.40%
2010
6.39%7.09%
2009
21.73%19.34%
2008
-25.04%-21.56%
2007
12.85%13.81%
2006
16.00%14.12%
2005
5.60%5.06%
2004
10.85%10.75%
2003
21.79%21.33%
2002
-5.22%-3.88%
2001
-9.78%-9.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20161.29%N/AN/AN/A
20151.81%-0.00%-7.22%2.43%
2014-0.82%2.76%-1.71%0.89%
20131.10%-1.71%5.02%2.77%
20126.08%-2.86%3.93%2.83%
20110.95%0.64%-11.00%2.52%
20100.34%-5.14%9.33%2.23%
2009-5.12%14.50%9.81%2.04%
2008-5.63%-2.64%-12.08%-7.21%
20071.02%4.35%6.04%0.95%
20064.70%0.51%3.04%6.98%
2005-1.26%0.29%4.72%1.83%
20043.26%-3.18%1.60%9.13%
2003-1.98%8.87%5.51%8.17%
20020.00%-1.34%-7.60%3.96%
2001-6.49%0.00%-8.11%4.99%

Rank in category (by total return)

YTD21
1-month21
3-month49
1-year46
3-year21
5-year55

Load adjusted returns

1-year-6.36%
3-year1.26%
5-year1.04%
10-year2.55%