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HSBC Global Strategy Cautious Portfolio Income C (0P0000WN7Z.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
124.03+0.44 (+0.36%)
As of 08:00PM GMT. Market open.
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)11.61%
Worst 1 Yr Total Return (Invalid Date)-1.72%
Best 3-Yr Total Return11.61%
Worst 3-Yr Total Return3.71%

Trailing Returns (%) Vs. Benchmarks

Return0P0000WN7Z.LCategory
YTD-10.74%0.00%
1-Month3.57%0.00%
3-Month-0.87%0.00%
1-Year-11.38%0.00%
3-Year-0.92%0.00%
5-Year1.82%0.00%
10-Year3.21%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000WN7Z.LCategory
2021
N/AN/A
2020
5.44%N/A
2019
10.25%N/A
2018
-1.72%N/A
2017
4.92%N/A
2016
11.61%N/A
2015
0.98%N/A
2014
7.99%N/A
2013
2.30%N/A
2012
6.60%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2021-1.73%2.34%N/AN/A
2020-3.32%5.35%1.31%2.19%
20194.73%3.00%2.15%0.05%
2018-2.37%2.10%0.75%-2.13%
20171.64%0.84%0.32%2.04%
20162.42%4.25%4.81%-0.25%
20153.27%-3.51%-1.16%2.53%
20141.30%2.13%0.91%3.44%
20133.65%-2.66%0.56%0.83%
20122.15%0.26%2.02%2.02%

Rank In Category (By Total Return)

YTD85
1-Month22
3-Month68
1-Year89
3-Year25
5-Year31

Load Adjusted Returns

1-Year4.11%
3-Year4.85%
5-Year4.74%
10-YearN/A
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