LSE - Delayed Quote GBP

HSBC FTSE 100 Index Retail Inc (0P00000CUH.L)

1.4376
-0.0045
(-0.31%)
As of May 13 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 7.01%
5y Average Return 11.51%
Number of Years Up 22
Number of Years Down 8
Best 1Y Total Return (May 13, 2025) 18.45%
Worst 1Y Total Return (May 13, 2025) --
Best 3Y Total Return 18.45%
Worst 3Y Total Return -1.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000CUH.L
Category
YTD
5.20%
0.00%
1-Month
-0.42%
0.00%
3-Month
-0.90%
0.00%
1-Year
6.54%
0.00%
3-Year
7.82%
0.00%
5-Year
10.64%
0.00%
10-Year
5.80%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000CUH.L
Category
2025
--
--
2024
9.39%
--
2023
7.34%
--
2022
4.88%
--
2021
17.98%
--
2020
-11.46%
--
2019
17.01%
--
2018
-8.47%
--

2017
11.58%
--
2016
17.86%
--
2015
-1.00%
--
2014
0.50%
--
2013
18.45%
--
2012
10.84%
--
2011
-3.31%
--
2010
13.38%
--
2009
26.44%
--
2008
-28.54%
--
2007
6.16%
--
2006
13.54%
--
2005
19.35%
--
2004
10.06%
--
2003
16.68%
--
2002
-22.98%
--
2001
-14.83%
--
2000
-8.24%
--
1999
20.12%
--
1998
15.30%
--
1997
28.65%
--
1996
15.31%
--
1995
24.89%
--
1994
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.64% -- -- --
2024 3.89% 4.50% 1.36% -0.58%
2023 3.27% -0.49% 2.94% 1.47%
2022 3.69% -4.35% -2.74% 8.72%
2021 5.15% 5.34% 2.48% 3.94%
2020 -24.26% 9.95% -4.12% 10.89%
2019 9.23% 3.42% 1.01% 2.55%
2018 -6.47% 9.75% -1.17% -9.78%
2017 4.33% 1.62% 1.08% 4.13%
2016 -0.10% 4.11% 8.75% 4.20%

2015 5.05% -2.45% -7.36% 4.28%
2014 -0.45% 2.25% -0.64% -0.64%
2013 10.12% -2.05% 4.40% 5.19%
2012 5.29% -2.44% 4.60% 3.16%
2011 0.85% 0.10% -12.42% 9.35%
2010 6.03% -12.01% 13.15% 7.41%
2009 -11.74% 12.22% 21.03% 5.48%
2008 -10.67% -1.11% -12.82% -7.20%
2007 2.17% 4.23% -0.94% 0.63%
2006 7.58% -1.69% 2.72% 4.53%
2005 3.34% 4.78% 7.36% 2.67%
2004 -0.50% 2.41% 2.98% 4.88%
2003 -6.72% 12.47% 2.74% 8.26%
2002 1.70% -12.42% -17.68% 5.05%
2001 -8.82% 0.06% -14.03% 8.59%
2000 -5.19% -3.52% 0.49% -0.17%
1999 8.28% 0.67% -4.98% 15.97%
1998 15.28% -0.59% -13.62% 16.47%
1997 6.30% 7.74% 13.85% -1.34%
1996 1.11% 0.94% 7.80% 4.80%
1995 4.99% 4.72% 7.39% 5.78%
1994 3.14% -- -- --

Rank in Category (By Total Return)

YTD 22
1-Month 65
3-Month 36
1-Year 57
3-Year 23
5-Year 30

Load Adjusted Returns

1-Year 6.54%
3-Year 7.82%
5-Year 10.64%
10-Year 5.80%

Performance & Risk

YTD Return 7.01%
5y Average Return 11.51%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HSBC Asset Management (Fund Services UK) Limited
Net Assets --
YTD Return 5.20%
Yield 3.33%
Morningstar Rating
Inception Date Oct 10, 2017

Fund Summary

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