LSE - Delayed Quote GBP
HSBC American Index Institutional Acc (0P000023TA.L)
13.56
+0.05
+(0.37%)
At close: May 27 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.54% |
| 5y Average Return | 13.76% |
| Number of Years Up | 19 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 30, 2025) | 33.55% |
| Worst 1Y Total Return (May 30, 2025) | -- |
| Best 3Y Total Return | 33.55% |
| Worst 3Y Total Return | 9.78% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000023TA.L
Category
- YTD
- -11.40%
- 0.00%
- 1-Month
- -3.34%
- 0.00%
- 3-Month
- -14.71%
- 0.00%
- 1-Year
- 3.16%
- 0.00%
- 3-Year
- 8.24%
- 0.00%
- 5-Year
- 13.62%
- 0.00%
- 10-Year
- 13.47%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000023TA.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.34% | -- | -- | -- |
| 2024 | 11.23% | 4.37% | -0.99% | 10.48% |
| 2023 | 2.96% | 6.63% | 1.24% | 7.34% |
| 2022 | -0.87% | -11.10% | 6.09% | -2.52% |
| 2021 | 5.55% | 7.82% | 5.12% | 9.62% |
| 2020 | -12.64% | 17.77% | 4.80% | 5.86% |
| 2019 | 10.83% | 7.67% | 4.86% | 1.71% |
| 2018 | -6.56% | 12.04% | 8.56% | -12.41% |
| 2017 | 4.42% | -1.51% | 0.96% | 6.51% |
| 2016 | 3.32% | 7.48% | 8.69% | 10.64% |
| 2015 | 6.05% | -6.49% | -4.95% | 12.79% |
| 2014 | 0.58% | 3.78% | 6.67% | 9.50% |
| 2013 | 19.68% | 3.08% | -0.72% | 6.88% |
| 2012 | 7.76% | -0.67% | 3.84% | -2.39% |
| 2011 | 2.28% | -0.48% | -9.70% | 11.93% |
| 2010 | 11.72% | -9.99% | 4.20% | 13.11% |
| 2009 | -9.39% | 2.50% | 18.07% | 6.16% |
| 2008 | -9.99% | -2.07% | -2.41% | -1.80% |
| 2007 | 0.41% | 3.80% | 0.68% | -1.86% |
| 2006 | 3.16% | -7.00% | 3.48% | 1.80% |
| 2005 | 0.28% | 6.85% | 4.25% | 5.21% |
| 2004 | -0.86% | 2.46% | -0.85% | 1.49% |
| 2003 | 0.25% | 8.28% | 1.97% | 3.56% |
| 2002 | -19.91% | -17.88% | 3.49% | -- |
Rank in Category (By Total Return)
| YTD | 48 |
| 1-Month | 22 |
| 3-Month | 52 |
| 1-Year | 41 |
| 3-Year | 48 |
| 5-Year | 27 |
Load Adjusted Returns
| 1-Year | 3.16% |
| 3-Year | 8.24% |
| 5-Year | 13.62% |
| 10-Year | 13.47% |
Performance & Risk
| YTD Return | -6.54% |
| 5y Average Return | 13.76% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | HSBC Asset Management (Fund Services UK) Limited |
| Net Assets | -- |
| YTD Return | -11.40% |
| Yield | 1.16% |
| Morningstar Rating | |
| Inception Date | Sep 03, 2012 |
Fund Summary
Fund Summary Information Not Available
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