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HSBC Global Strategy Dynamic C Inc (0P0000WN7U.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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254.66+1.00 (+0.39%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.16%
5-year average return7.61%
Number of years up10
Number of years down2
Best 1-yr total return (3 May 2024)24.41%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return24.41%
Worst 3-yr total return5.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WN7U.LCategory
YTD6.25%0.00%
1-month3.26%0.00%
3-month6.25%0.00%
1-year16.10%0.00%
3-year7.23%0.00%
5-year8.70%0.00%
10-year9.62%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WN7U.LCategory
2024
N/AN/A
2023
11.94%N/A
2022
-9.14%N/A
2021
17.74%N/A
2020
8.21%N/A
2019
20.25%N/A
2018
-5.32%N/A
2017
12.50%N/A
2016
24.41%N/A
2015
3.63%N/A
2014
10.13%N/A
2013
12.68%N/A
2012
12.08%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
20232.44%2.56%0.09%6.45%
2022-2.31%-8.08%0.67%0.51%
20213.21%5.92%2.65%4.92%
2020-13.92%14.71%2.59%6.82%
20199.12%4.64%2.37%2.88%
2018-4.87%5.75%4.17%-9.65%
20174.50%1.11%1.50%4.90%
20162.09%5.87%9.06%5.54%
20157.19%-5.51%-5.34%8.08%
2014-0.08%3.10%2.07%4.74%
20138.27%-2.38%3.08%3.42%
20127.35%-3.70%4.90%3.35%

Rank in category (by total return)

YTD11
1-month17
3-month11
1-year5
3-year3
5-year4

Load adjusted returns

1-year16.10%
3-year7.23%
5-year8.70%
10-year9.62%