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Union Golden Balanced Fund (0P00006AB0.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
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45.76-0.74 (-1.60%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.99%
5-year average return15.19%
Number of years up14
Number of years down6
Best 1-yr total return (24 Jun 2024)43.77%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return43.77%
Worst 3-yr total return4.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00006AB0.TWCategory
YTD10.14%0.00%
1-month5.43%0.00%
3-month2.67%0.00%
1-year22.97%0.00%
3-year6.50%0.00%
5-year14.93%0.00%
10-year10.94%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00006AB0.TWCategory
2024
N/AN/A
2023
30.19%N/A
2022
-31.92%N/A
2021
43.77%N/A
2020
17.68%N/A
2019
26.85%N/A
2018
-8.90%N/A
2017
38.73%N/A
2016
14.64%N/A
2015
-3.86%N/A
2014
10.20%N/A
2013
27.94%N/A
2012
16.33%N/A
2011
-7.54%N/A
2010
5.36%N/A
2009
20.39%N/A
2008
-23.04%N/A
2007
-7.58%N/A
2006
2.57%N/A
2005
2.47%N/A
2004
2.23%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.34%N/AN/AN/A
202313.91%4.39%-0.81%10.38%
2022-4.63%-22.57%-8.74%1.03%
202112.23%12.00%0.35%13.99%
2020-15.25%19.10%2.60%13.64%
20199.78%-1.48%9.26%7.34%
20183.01%10.47%-14.79%-6.05%
201713.16%5.35%11.81%4.08%
20166.52%3.50%10.00%-5.47%
20153.05%4.29%-9.78%-0.84%
20149.40%6.42%-7.77%2.63%
20135.59%-2.11%16.19%6.53%
201216.34%-5.40%4.03%1.61%
2011-0.17%2.72%-7.61%-2.41%
20100.52%-2.94%8.94%-0.88%
20095.99%-2.80%11.39%4.91%
20085.74%-7.27%-14.52%-8.18%
2007-1.51%-7.23%1.02%0.13%
20060.22%-0.83%0.58%2.61%
2005-0.41%1.10%-0.09%1.86%
20042.87%-1.82%0.88%0.34%
20030.21%1.96%N/AN/A

Rank in category (by total return)

YTD41
1-month3
3-month80
1-year28
3-year31
5-year14

Load adjusted returns

1-year20.51%
3-year5.78%
5-year14.47%
10-year10.71%