LSE - Delayed Quote • GBp
HSBC European Index Accumulation C (0P0000WN7J.L)
As of August 2 at 9:00 PM GMT+1. Market Open.
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 3.60% |
5y Average Return | 7.27% |
Number of Years Up | 10 |
Number of Years Down | 2 |
Best 1Y Total Return (Aug 2, 2024) | 25.30% |
Worst 1Y Total Return (Aug 2, 2024) | -- |
Best 3Y Total Return | 25.30% |
Worst 3Y Total Return | 1.91% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000WN7J.L
Category
- YTD
- 6.45%
- 0.00%
- 1-Month
- -1.51%
- 0.00%
- 3-Month
- 0.24%
- 0.00%
- 1-Year
- 13.05%
- 0.00%
- 3-Year
- 6.36%
- 0.00%
- 5-Year
- 8.23%
- 0.00%
- 10-Year
- 8.48%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000WN7J.L
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 6.20% | 0.24% | -- | -- |
2023 | 7.68% | 0.66% | -1.32% | 7.63% |
2022 | -6.59% | -10.46% | -1.43% | 12.56% |
2021 | 2.06% | 7.80% | 1.17% | 4.57% |
2020 | -18.14% | 19.57% | 1.61% | 9.52% |
2019 | 7.45% | 9.38% | 1.56% | 1.42% |
2018 | -4.90% | 4.03% | 2.76% | -11.09% |
2017 | 6.83% | 6.18% | 2.37% | 0.48% |
2016 | -0.08% | 3.18% | 8.45% | 6.83% |
2015 | 10.94% | -4.91% | -5.72% | 5.91% |
2014 | 3.09% | -0.24% | -2.67% | 0.10% |
2013 | 9.33% | 1.08% | 6.91% | 6.06% |
2012 | 9.59% | -8.37% | 9.51% | 7.81% |
2011 | 4.64% | 2.20% | -23.48% | 3.11% |
2010 | 3.51% | -13.83% | 11.33% | 6.51% |
2009 | -16.04% | 11.60% | 27.20% | 0.17% |
2008 | -8.34% | -5.17% | -11.02% | -3.07% |
2007 | 4.05% | 5.56% | 1.23% | 2.77% |
2006 | 10.49% | -5.00% | 5.74% | 6.16% |
2005 | 2.04% | 3.10% | 9.95% | 5.77% |
2004 | -2.98% | 4.17% | 0.74% | 9.27% |
2003 | -7.40% | 20.10% | 2.86% | 11.79% |
2002 | 1.37% | -11.13% | -27.64% | 9.88% |
2001 | -12.31% | -1.44% | -18.19% | 12.30% |
2000 | 0.86% | 5.80% | -4.82% | -0.36% |
1999 | -2.60% | 4.38% | -3.31% | 20.34% |
1998 | 16.95% | 9.90% | -17.96% | 22.11% |
1997 | 8.80% | 9.15% | 9.39% | -3.23% |
1996 | 5.70% | 1.54% | 0.46% | 0.65% |
Rank in Category (By Total Return)
YTD | 46 |
1-Month | 51 |
3-Month | 34 |
1-Year | 36 |
3-Year | 40 |
5-Year | 33 |
Load Adjusted Returns
1-Year | 13.05% |
3-Year | 6.36% |
5-Year | 8.23% |
10-Year | 8.48% |
Performance & Risk
YTD Return | 3.60% |
5y Average Return | 7.27% |
Rank in Category (ytd) | 46 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.00 |
Morningstar Risk Rating |
Fund Overview
Category | -- |
Fund Family | HSBC Global Asset Management (UK) Ltd |
Net Assets | 4.39B |
YTD Return | 6.45% |
Yield | 2.98% |
Morningstar Rating | |
Inception Date | Feb 13, 2002 |
Fund Summary
Fund Summary Information Not Available
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