LSE - Delayed Quote • GBp
HSBC Global Strategy Balanced C Acc (0P0000WN82.L)
At close: April 24 at 9:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.53% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 2.69% |
| 5y Average Return | 5.42% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000WN82.L | Category Average | 0P0000WN82.L | Category Average | 0P0000WN82.L | Category Average | |
| Alpha | 1.27 | -- | 1.67 | -- | 1.34 | -- |
| BETA | 0.98 | -- | 1.06 | -- | 1.13 | -- |
| Mean Annual Return | 0.4 | -- | 0.55 | -- | 0.63 | -- |
| R-squared | 81.52 | -- | 87.16 | -- | 86.06 | -- |
| Standard Deviation | 8.15 | -- | 8.9 | -- | 8.08 | -- |
| Sharpe Ratio | 0.3 | -- | 0.56 | -- | 0.81 | -- |
| Treynor Ratio | 2.22 | -- | 4.49 | -- | 5.71 | -- |
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