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HSBC Global Strategy Balanced C Inc (0P0000WN81.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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202.45+0.82 (+0.41%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.48%
5-year average return5.47%
Number of years up10
Number of years down2
Best 1-yr total return (3 May 2024)19.51%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return19.51%
Worst 3-yr total return2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WN81.LCategory
YTD4.46%0.00%
1-month2.68%0.00%
3-month4.46%0.00%
1-year12.72%0.00%
3-year4.60%0.00%
5-year6.34%0.00%
10-year7.44%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WN81.LCategory
2024
N/AN/A
2023
10.44%N/A
2022
-10.52%N/A
2021
12.68%N/A
2020
7.73%N/A
2019
16.95%N/A
2018
-4.18%N/A
2017
9.83%N/A
2016
19.51%N/A
2015
2.15%N/A
2014
9.38%N/A
2013
10.04%N/A
2012
10.33%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.46%N/AN/AN/A
20232.34%1.69%-0.38%6.52%
2022-3.17%-7.58%-0.54%0.54%
20211.64%4.79%1.95%3.77%
2020-10.28%11.58%2.12%5.38%
20197.77%4.06%2.32%1.92%
2018-3.88%4.19%2.97%-7.08%
20173.61%0.91%1.09%3.91%
20162.20%5.05%8.02%3.05%
20155.67%-4.84%-4.02%5.85%
20140.51%2.94%1.56%4.10%
20137.27%-2.21%2.09%2.75%
20125.63%-2.62%4.14%3.00%

Rank in category (by total return)

YTD12
1-month22
3-month12
1-year9
3-year4
5-year5

Load adjusted returns

1-year12.72%
3-year4.60%
5-year6.34%
10-year7.44%