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Principal 800 LTerm Guaranteed I (0P0000V1BY.HK)

HKSE - HKSE Delayed Price. Currency in HKD
11.723+0.014 (+0.12%)
At close: 04:00AM HKT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.85%
5-Year Average Return-0.60%
Number of Years Up13
Number of Years Down9
Best 1 Yr Total Return (Oct 26, 2023)15.26%
Worst 1 Yr Total Return (Oct 26, 2023)N/A
Best 3-Yr Total Return15.26%
Worst 3-Yr Total Return-2.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000V1BY.HKCategory
YTD0.85%0.00%
1-Month-0.10%0.00%
3-Month-1.92%0.00%
1-Year3.38%0.00%
3-Year-3.90%0.00%
5-Year-0.60%0.00%
10-Year-0.60%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000V1BY.HKCategory
2023
N/AN/A
2022
-12.53%N/A
2021
-1.23%N/A
2020
5.88%N/A
2019
5.43%N/A
2018
-4.49%N/A
2017
3.14%N/A
2016
-1.03%N/A
2015
-1.47%N/A
2014
1.25%N/A
2013
-0.95%N/A
2012
5.65%N/A
2011
0.52%N/A
2010
6.06%N/A
2009
15.26%N/A
2008
-18.43%N/A
2007
6.47%N/A
2006
6.18%N/A
2005
0.44%N/A
2004
5.19%N/A
2003
13.82%N/A
2002
-9.67%N/A
2001
-4.68%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.59%-0.04%-1.54%N/A
2022-5.24%-5.45%-4.07%1.77%
2021-1.77%1.69%-0.86%-0.27%
2020-3.33%5.58%1.53%2.18%
20193.37%1.29%0.33%0.36%
2018-1.60%-0.99%-0.02%-1.95%
20171.39%1.10%0.63%0.00%
20160.85%0.58%0.45%-2.87%
20151.31%-0.88%-1.65%-0.22%
20140.38%1.20%-0.62%0.30%
20130.26%-2.88%0.98%0.74%
20122.86%-0.20%2.37%0.54%
20110.88%1.20%-2.85%1.34%
20101.38%-0.06%5.28%-0.58%
2009-3.10%8.65%7.47%1.88%
2008-4.38%-1.66%-9.63%-4.01%
20071.13%1.69%2.91%0.61%
20060.36%-1.34%4.18%2.93%
2005-1.99%1.89%0.39%0.19%
20042.13%-1.91%1.59%3.35%
2003-2.08%8.57%1.78%5.18%
2002-1.62%-5.34%-6.38%3.61%
2001-5.63%3.61%-8.56%6.61%

Rank In Category (By Total Return)

YTD22
1-Month79
3-Month80
1-Year29
3-Year80
5-Year87

Load Adjusted Returns

1-Year2.76%
3-Year-3.76%
5-Year-0.92%
10-Year-0.47%