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Annual total return(Morningstar® Global Markets GR USD Index™,Morningstar®️ Global Core Bond GR USD Index™)
The graph shows you the historical range of annual total returns with different investment horizons.
The financial market is changing all the time. A well-diversified portfolio and longer investment horizon are
associated with lower volatility of investment returns.
i. Click on the bars of different time options.
ii. The below list shows the highest and lowest returns.
ii. The below list shows the highest and lowest returns.
Investment Return Range
(1-yr)
Portfolio
Highest Return
Lowest Return
All Equity
61.12%
-47.69%
All Bond
21.12%
-7.25%
Mixed Portfolio (50% Equity, 50% Bond)
41.12%
-27.47%
While we have endeavoured to ensure the content of the mini-game is accurate, comprehensive and timeliness at the time of preparation and/or updating of the mini-game, however, we do not guarantee nor warrant the accuracy, completeness and timeliness of the data source. Thus, we are not liable for any claim and/or loss arising from the data source.
Any opinion or information contained in the mini-games is made on a general basis and should not be relied upon by the readers as advice. AIA reserves the right to make changes and amendments to its opinions expressed and information contained in the mini-game at any time, without any prior notice. You are advised to seek independent advice from appropriate professionals (such as, licensed investment advisor/financial consultants, etc.) before making any decision on the topic(s) mentioned in the mini-game. AIA expressly disclaims all liability for the use or interpretation by others of information contained in this mini-game.
Investments involve risks. The past performance figures shown are not indicative of future performance and the price of shares or units and the income from them may go up as well as down; and sometime the investment may even become valueless in adverse situation.