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HSBC World Selection Diversified Balanced Fund Investor Series (0P000075YQ.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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17.10-0.02 (-0.13%)
At close: 4:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Invalid Date)13.04%
Worst 1 Yr Total Return (Invalid Date)-15.37%
Best 3-Yr Total Return13.04%
Worst 3-Yr Total Return-2.36%

Trailing Returns (%) Vs. Benchmarks

Return0P000075YQ.TOCategory
YTD4.66%2.83%
1-Month0.80%0.75%
3-Month3.94%2.83%
1-Year16.36%9.58%
3-Year4.69%5.80%
5-Year5.61%7.24%
10-Year5.45%4.23%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000075YQ.TOCategory
2021
N/AN/A
2020
3.04%N/A
2019
12.20%N/A
2018
-5.46%N/A
2017
7.91%N/A
2016
6.62%N/A
2015
3.67%5.37%
2014
7.65%8.71%
2013
13.04%12.80%
2012
7.79%8.09%
2011
-2.54%-1.69%
2010
5.94%8.65%
2009
12.35%17.29%
2008
-15.37%-17.16%
2007
0.20%-0.95%
2006
9.76%9.98%
2005
N/A6.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.70%N/AN/AN/A
2020-13.84%8.82%3.12%6.57%
20197.08%1.39%0.57%2.76%
2018-1.40%1.67%-0.06%-5.63%
20172.88%0.06%0.87%3.92%
2016-1.58%0.84%4.81%2.50%
20155.55%-1.09%-3.78%3.20%
20143.73%2.27%0.23%1.24%
20133.74%-0.50%3.61%5.70%
20124.93%-2.14%2.46%2.45%
20112.02%-0.80%-5.98%2.43%
20100.65%-3.46%5.72%3.13%
2009-3.23%8.29%5.84%1.29%
2008-2.49%0.08%-7.35%-6.41%
20070.32%0.21%0.03%-0.35%
20063.71%-3.81%3.63%6.18%
20052.74%N/AN/AN/A

Rank In Category (By Total Return)

YTD15
1-Month24
3-Month18
1-Year22
3-Year84
5-Year60

Load Adjusted Returns

1-Year16.36%
3-Year4.69%
5-Year5.61%
10-Year5.45%