Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

BEA Union Inv Age 65 Plus I HKD Acc (0P00019UBI.HK)

HKSE - HKSE Delayed Price. Currency in HKD
112.520-0.240 (-0.21%)
At close: 04:00AM HKT
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.21%
5-Year Average Return1.15%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Sep 27, 2023)10.91%
Worst 1 Yr Total Return (Sep 27, 2023)N/A
Best 3-Yr Total Return10.91%
Worst 3-Yr Total Return-1.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00019UBI.HKCategory
YTD1.21%0.00%
1-Month-1.84%0.00%
3-Month-3.22%0.00%
1-Year2.92%0.00%
3-Year-2.64%0.00%
5-Year1.15%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00019UBI.HKCategory
2023
N/AN/A
2022
-13.68%N/A
2021
1.76%N/A
2020
8.89%N/A
2019
10.91%N/A
2018
-0.33%N/A
2017
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.89%0.70%N/AN/A
2022-4.28%-6.92%-4.30%1.24%
2021-1.56%1.98%-0.11%1.47%
2020-2.47%5.12%2.64%3.47%
20194.39%2.78%2.60%0.75%
20180.51%-0.23%0.72%-1.33%
20171.78%1.54%N/AN/A

Rank In Category (By Total Return)

YTD43
1-Month67
3-Month86
1-Year73
3-Year80
5-Year39

Load Adjusted Returns

1-Year1.06%
3-Year-1.87%
5-Year1.68%
10-YearN/A
Advertisement
Advertisement