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First Sentier Global Balanced Fund A Acc (0P00006OI4.SI)

SES - SES Delayed price. Currency in SGD
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1.1995+0.0040 (+0.33%)
At close: 04:00AM SGT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.01%
5-year average return3.26%
Number of years up17
Number of years down11
Best 1-yr total return (29 Apr 2024)17.75%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return17.75%
Worst 3-yr total return-1.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00006OI4.SICategory
YTD2.17%0.00%
1-month1.90%0.00%
3-month2.17%0.00%
1-year9.35%0.00%
3-year0.51%0.00%
5-year4.00%0.00%
10-year4.12%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00006OI4.SICategory
2024
N/AN/A
2023
11.95%N/A
2022
-20.21%N/A
2021
11.04%N/A
2020
14.38%N/A
2019
7.76%N/A
2018
-1.70%N/A
2017
7.73%N/A
2016
4.67%N/A
2015
4.53%N/A
2014
4.36%N/A
2013
17.75%N/A
2012
1.00%N/A
2011
-0.20%N/A
2010
-4.26%N/A
2009
14.05%N/A
2008
-23.86%N/A
2007
6.42%N/A
2006
2.02%N/A
2005
4.38%N/A
2004
5.17%N/A
2003
16.95%N/A
2002
-9.92%N/A
2001
-6.43%N/A
2000
-23.18%N/A
1999
44.00%N/A
1998
-11.20%N/A
1997
-21.58%N/A
1996
-0.46%N/A
1995
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.17%N/AN/AN/A
20234.59%5.02%-4.98%7.25%
2022-8.41%-11.09%-1.70%-0.33%
2021-0.20%5.76%2.23%2.91%
2020-2.23%6.26%4.15%5.71%
20192.67%3.14%1.92%-0.16%
2018-1.84%3.34%0.28%-3.36%
20171.59%3.94%0.00%2.02%
2016-0.21%2.74%3.36%-1.23%
20153.79%-3.72%2.43%2.12%
20140.80%1.54%-3.25%5.39%
20135.59%2.68%4.36%4.07%
20123.49%-4.43%2.61%-0.48%
20111.74%-2.10%-3.60%3.93%
2010-0.66%-8.87%4.18%1.51%
2009-4.81%9.14%9.61%0.15%
2008-6.87%-3.56%-9.23%-6.59%
20070.78%5.03%0.92%-0.38%
20060.69%-2.90%1.67%2.63%
2005-1.47%2.21%2.97%0.66%
20040.00%0.51%-2.06%6.85%
2003-0.85%8.55%1.57%6.98%
20022.29%-4.48%-10.94%3.51%
2001-7.14%3.08%-11.19%10.08%
20004.25%-6.32%-6.18%-16.17%
19993.30%7.58%2.82%26.03%
1998-0.27%-20.55%-6.90%20.37%
1997-3.16%-1.09%-0.55%-17.68%
19962.16%-0.51%-3.61%1.60%
1995-0.53%0.53%2.12%N/A

Rank in category (by total return)

YTD97
1-month87
3-month97
1-year77
3-year70
5-year50

Load adjusted returns

1-year3.88%
3-year-1.20%
5-year2.93%
10-year3.59%