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AIA India Balanced (0P00008SZA.SI)

SES - SES Delayed price. Currency in SGD
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2.6250+0.0110 (+0.42%)
At close: 04:00AM SGT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.79%
5-year average return4.79%
Number of years up14
Number of years down4
Best 1-yr total return (29 Apr 2024)44.91%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return44.91%
Worst 3-yr total return-1.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00008SZA.SICategory
YTD2.51%0.00%
1-month0.08%0.00%
3-month2.51%0.00%
1-year16.41%0.00%
3-year2.10%0.00%
5-year4.45%0.00%
10-year6.06%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00008SZA.SICategory
2024
N/AN/A
2023
11.53%N/A
2022
-13.91%N/A
2021
10.32%N/A
2020
10.82%N/A
2019
4.61%N/A
2018
-1.45%N/A
2017
16.69%N/A
2016
1.31%N/A
2015
3.00%N/A
2014
26.49%N/A
2013
1.51%N/A
2012
9.60%N/A
2011
-15.11%N/A
2010
16.35%N/A
2009
44.91%N/A
2008
-38.39%N/A
2007
23.09%N/A
2006
12.42%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.51%N/AN/AN/A
2023-1.78%7.39%-0.30%6.05%
2022-5.48%-8.60%3.15%-3.40%
20212.03%3.07%6.96%-1.92%
2020-12.79%8.33%4.27%12.51%
20191.27%1.89%1.66%-0.28%
2018-4.73%3.55%-2.60%2.56%
20178.91%3.78%-0.65%3.92%
2016-2.28%4.68%3.24%-4.06%
20156.94%-3.69%-0.34%0.34%
20146.10%6.66%5.65%5.79%
20132.34%-4.58%-1.08%5.08%
20128.03%-3.75%5.97%-0.53%
2011-3.72%0.51%-6.10%-6.57%
20105.48%1.24%8.12%0.78%
2009-0.59%22.05%14.16%4.62%
2008-12.77%-10.96%-5.92%-15.68%
2007-1.89%12.82%4.71%6.20%
20065.56%-12.73%14.04%7.02%
20052.48%N/AN/AN/A

Rank in category (by total return)

YTD43
1-month100
3-month43
1-year8
3-year5
5-year9

Load adjusted returns

1-year10.59%
3-year0.37%
5-year3.38%
10-year5.52%