QUAM PLUS FIN (0952.HK)
Company Info
Highlights
HK$1.25B
HK$137.06M
HK$91.84M
HK$39.82M
HK$0.19 - HK$0.35
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of HK$10,000 in QUAM PLUS FIN, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
QUAM PLUS FIN had a return of -1.46% year-to-date (YTD) and 1.00% in the last 12 months. Over the past 10 years, QUAM PLUS FIN had an annualized return of -9.29%, while the S&P 500 had an annualized return of 11.26%, indicating that QUAM PLUS FIN did not perform as well as the benchmark.
0952.HK
-1.46%
-1.46%
-4.72%
1.00%
-11.58%
-9.29%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of 0952.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.49% | -1.46% | |||||||||||
| 2024 | 2.63% | 6.15% | 9.18% | 4.42% | 1.27% | -3.35% | -5.19% | -6.85% | -0.49% | 0.99% | -0.49% | 0.49% | 7.89% |
| 2023 | -8.03% | 15.11% | -0.48% | 0.00% | -14.22% | 4.73% | 1.14% | -2.26% | 3.47% | -0.00% | 5.88% | 5.56% | 8.20% |
| 2022 | -2.50% | 1.04% | -3.57% | -22.09% | 16.19% | -11.02% | 10.44% | -0.63% | 9.58% | -2.20% | -2.78% | 6.88% | -6.50% |
| 2021 | -8.12% | 6.07% | 29.18% | 4.82% | -9.25% | 12.54% | -1.93% | -14.49% | -4.15% | -4.79% | -3.00% | 3.64% | 3.70% |
| 2020 | -4.74% | -6.26% | -34.67% | 44.89% | -21.12% | 3.57% | -17.93% | 9.23% | -10.00% | -11.11% | -10.56% | 5.91% | -53.08% |
| 2019 | 3.03% | -10.29% | -9.84% | 5.46% | -29.30% | 1.22% | -7.23% | -16.90% | 56.27% | -10.01% | -7.76% | 1.18% | -36.37% |
| 2018 | 0.94% | 3.74% | -1.80% | -3.67% | -3.80% | -17.83% | 6.03% | -12.50% | -2.60% | -6.67% | 1.43% | -7.05% | -37.74% |
| 2017 | 5.39% | -12.41% | -4.16% | 3.47% | -5.04% | 0.00% | 0.23% | -2.71% | -2.78% | 2.86% | -3.71% | 1.92% | -16.80% |
| 2016 | -24.41% | 35.41% | -25.38% | -8.24% | -29.21% | 4.76% | 3.03% | 6.68% | 24.99% | 32.22% | 0.00% | 9.24% | 3.12% |
| 2015 | 9.91% | 30.00% | -6.15% | 242.61% | -11.00% | 4.84% | -19.49% | -9.94% | -5.67% | 1.50% | -5.22% | -0.00% | 182.02% |
| 2014 | 3.68% | -7.13% | 11.54% | -3.46% | -0.00% | 12.49% | 31.77% | 3.36% | -5.89% | 21.27% | -13.41% | 9.64% | 72.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 0952.HK is 45, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for QUAM PLUS FIN (0952.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
QUAM PLUS FIN provided a 0.00% dividend yield over the last twelve months, with an annual payout of HK$0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | HK$0.00 | HK$0.00 | HK$0.01 | HK$0.00 | HK$0.01 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 | HK$0.01 |
Dividend yield | 0.00% | 0.00% | 5.79% | 0.00% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.38% | 1.18% | 2.20% |
Monthly Dividends
The table displays the monthly dividend distributions for QUAM PLUS FIN. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | HK$0.00 | HK$0.00 | HK$0.00 | ||||||||||
| 2024 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2023 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 |
| 2022 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2021 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 |
| 2020 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2019 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2018 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2017 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2016 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2015 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 | HK$0.00 | HK$0.01 |
| 2014 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the QUAM PLUS FIN. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the QUAM PLUS FIN was 99.93%, occurring on May 13, 2003. The portfolio has not yet recovered.
The current QUAM PLUS FIN drawdown is 99.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.93% | Feb 11, 2000 | 676 | May 13, 2003 | — | — | — |
| -54.8% | Jul 21, 1999 | 37 | Oct 21, 1999 | 25 | Dec 1, 1999 | 62 |
| -33.33% | Jan 4, 2000 | 2 | Jan 5, 2000 | 12 | Jan 24, 2000 | 14 |
| -18.75% | Jan 25, 2000 | 4 | Jan 28, 2000 | 4 | Feb 3, 2000 | 8 |
| -9.5% | Jun 23, 1999 | 3 | Jun 25, 1999 | 10 | Jul 12, 1999 | 13 |
Volatility
Volatility Chart
The current QUAM PLUS FIN volatility is 2.05%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of QUAM PLUS FIN compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for 0952.HK in comparison to other companies of the Capital Markets industry. Currently, 0952.HK has a PE value of 0.0. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for 0952.HK in comparison to other companies of the Capital Markets industry. Currently, 0952.HK has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for QUAM PLUS FIN.
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Income Statement
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