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

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.55%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
0P000023TA.LCategory Average0P000023TA.LCategory Average0P000023TA.LCategory Average
Alpha 0.09 -- 1.66 -- 1.02 --
BETA 0.82 -- 0.85 -- 0.93 --
Mean Annual Return 0.92 -- 1.26 -- 1.04 --
R-squared 87.59 -- 88.46 -- 88.56 --
Standard Deviation 14.58 -- 14.85 -- 15.49 --
Sharpe Ratio 0.44 -- 0.82 -- 0.68 --
Treynor Ratio 7.05 -- 14.2 -- 10.6 --

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