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AMTD Invesco Target 2038 Retirement (0P0000KUYZ.HK)

HKSE - HKSE Delayed Price. Currency in HKD
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16.981-0.022 (-0.13%)
At close: 04:00AM HKT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.80%
5-Year Average Return0.74%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (May 16, 2024)23.60%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return23.60%
Worst 3-Yr Total Return-4.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000KUYZ.HKCategory
YTD-0.08%0.00%
1-Month-1.12%0.00%
3-Month2.27%0.00%
1-Year0.28%0.00%
3-Year-5.37%0.00%
5-Year-0.52%0.00%
10-Year1.79%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000KUYZ.HKCategory
2024
N/AN/A
2023
4.68%N/A
2022
-15.77%N/A
2021
-1.04%N/A
2020
8.46%N/A
2019
12.90%N/A
2018
-9.70%N/A
2017
23.60%N/A
2016
1.61%N/A
2015
-3.07%N/A
2014
1.50%N/A
2013
13.45%N/A
2012
13.99%N/A
2011
-12.90%N/A
2010
6.11%N/A
2009
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.06%N/AN/AN/A
20235.01%-2.01%-3.52%5.45%
2022-6.75%-8.94%-9.56%9.69%
20211.25%2.18%-4.34%-0.01%
2020-14.57%10.19%4.77%9.97%
20198.21%0.82%-1.22%4.76%
20180.03%-2.27%-0.37%-7.28%
20176.35%5.32%5.00%5.09%
2016-0.83%0.43%5.31%-3.12%
20153.25%1.61%-10.18%2.86%
2014-0.31%3.27%-1.40%-0.01%
20133.00%-1.76%7.55%4.26%
20129.79%-6.37%5.55%5.06%
20111.74%0.37%-16.52%2.16%
2010-0.74%-8.23%11.27%4.68%
20092.22%N/AN/AN/A

Rank In Category (By Total Return)

YTD89
1-Month78
3-Month74
1-Year89
3-Year45
5-Year96

Load Adjusted Returns

1-Year0.28%
3-Year-5.37%
5-Year-0.52%
10-Year1.79%