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LSE - Delayed Quote GBP

HSBC Global Strategy Balanced C Acc (0P0000WN82.L)

2.5982
-0.0017
(-0.07%)
As of May 6 at 9:00:00 PM GMT+1. Market Open.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 19.53%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 2

Performance & Risk

YTD Return -2.11%
5y Average Return 6.64%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000WN82.LCategory Average0P0000WN82.LCategory Average0P0000WN82.LCategory Average
Alpha -0.1 -- 1.5 -- 1.04 --
BETA 0.94 -- 1.03 -- 1.13 --
Mean Annual Return 0.31 -- 0.65 -- 0.54 --
R-squared 84.1 -- 84.25 -- 85.76 --
Standard Deviation 7.87 -- 8.05 -- 8.24 --
Sharpe Ratio -0.03 -- 0.66 -- 0.62 --
Treynor Ratio -0.6 -- 5.17 -- 4.35 --

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