HKSE - Delayed Quote HKD

Sun Life Rainbow MPF Scheme-Sun Life MPF Multi-Sector Equity Fund (0P0000GFDQ.HK)

1.997 +0.027 (+1.37%)
At close: April 24 at 4:00 AM GMT+8

Performance Overview

Morningstar Return Rating --
YTD Return 3.48%
5y Average Return 7.45%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 33.07%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 33.07%
Worst 3Y Total Return -0.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000GFDQ.HK
Category
YTD
7.20%
0.00%
1-Month
2.44%
0.00%
3-Month
7.20%
0.00%
1-Year
18.60%
0.00%
3-Year
4.60%
0.00%
5-Year
8.70%
0.00%
10-Year
6.17%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000GFDQ.HK
Category
2024
--
--
2023
19.10%
--
2022
-20.09%
--
2021
18.86%
--
2020
15.72%
--
2019
19.14%
--
2018
-11.63%
--
2017
23.39%
--

2016
2.32%
--
2015
-4.60%
--
2014
1.28%
--
2013
17.23%
--
2012
18.25%
--
2011
-14.51%
--
2010
8.47%
--
2009
33.07%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.20% -- -- --
2023 7.65% 4.74% -4.08% 10.12%
2022 -5.59% -16.00% -6.26% 7.50%
2021 5.96% 6.51% -1.59% 7.03%
2020 -18.18% 16.24% 6.58% 14.16%
2019 10.18% 1.39% -1.20% 7.95%
2018 -1.04% -0.68% 2.30% -12.11%
2017 6.84% 3.99% 5.08% 5.69%
2016 -3.24% -0.52% 6.39% -0.09%
2015 3.91% 2.56% -14.16% 4.28%

2014 -0.99% 3.70% -1.49% 0.14%
2013 4.12% -1.50% 8.61% 5.24%
2012 12.32% -7.35% 6.75% 6.45%
2011 2.42% 0.56% -19.90% 3.63%
2010 -0.53% -9.06% 12.73% 6.37%
2009 -8.32% 22.22% 13.07% 5.02%
2008 -4.10% -16.16% -16.72% --

Rank in Category (By Total Return)

YTD 76
1-Month 76
3-Month 76
1-Year 81
3-Year 57
5-Year 37

Load Adjusted Returns

1-Year 18.60%
3-Year 4.60%
5-Year 8.70%
10-Year 6.17%

Performance & Risk

YTD Return 3.48%
5y Average Return 7.45%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sun Life Hong Kong Limited
Net Assets --
YTD Return 7.20%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 2008

Fund Summary

Related Tickers