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HSBC US Multi-Factor Eq Instl Inc (0P0000K7W3.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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692.36-3.51 (-0.50%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.59%
5-Year Average Return15.21%
Number of Years Up13
Number of Years Down2
Best 1 Yr Total Return (Jul 1, 2024)35.04%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return35.04%
Worst 3-Yr Total Return9.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000K7W3.LCategory
YTD11.32%0.00%
1-Month0.77%0.00%
3-Month3.76%0.00%
1-Year23.20%0.00%
3-Year13.76%0.00%
5-Year15.27%0.00%
10-Year15.52%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000K7W3.LCategory
2024
N/AN/A
2023
17.37%N/A
2022
-7.69%N/A
2021
35.04%N/A
2020
13.13%N/A
2019
26.29%N/A
2018
-0.82%N/A
2017
10.51%N/A
2016
33.80%N/A
2015
5.86%N/A
2014
21.88%N/A
2013
32.26%N/A
2012
7.80%N/A
2011
4.45%N/A
2010
17.91%N/A
2009
16.66%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.26%N/AN/AN/A
20232.66%5.99%0.81%7.00%
2022-0.79%-10.01%5.17%-1.69%
20217.05%8.11%5.55%10.55%
2020-12.66%17.71%4.38%5.42%
201910.76%7.39%4.73%1.39%
2018-6.51%11.69%8.53%-12.48%
20173.97%-1.74%1.09%7.01%
20163.76%6.76%8.48%11.34%
20156.09%-6.77%-5.00%12.66%
20140.85%3.67%6.75%9.20%
201320.01%3.14%-0.70%7.60%
20127.81%-2.83%5.32%-2.31%
20113.60%-0.77%-8.79%11.40%
201012.03%-10.49%3.94%13.13%
2009-9.04%1.85%18.35%6.40%
2008-2.17%-2.23%2.45%N/A

Rank In Category (By Total Return)

YTD27
1-Month86
3-Month11
1-Year50
3-Year9
5-Year16

Load Adjusted Returns

1-Year23.20%
3-Year13.76%
5-Year15.27%
10-Year15.52%