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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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
Fund Summary Information Not Available
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