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HSBC UK Multi-Factor Equity Instl Acc (0P0001KDZX.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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158.56-0.15 (-0.09%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.82%
5-year average return0.00%
Number of years up3
Number of years downN/A
Best 1-yr total return (22 May 2024)18.70%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return18.70%
Worst 3-yr total return9.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001KDZX.LCategory
YTD8.62%0.00%
1-month3.52%0.00%
3-month9.16%0.00%
1-year12.15%0.00%
3-year8.70%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001KDZX.LCategory
2024
N/AN/A
2023
7.67%N/A
2022
1.39%N/A
2021
18.70%N/A
2020
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.93%N/AN/AN/A
20231.78%-0.51%3.51%2.72%
20221.61%-4.24%-4.11%8.66%
20216.01%5.38%2.19%3.97%
202012.72%N/AN/AN/A

Rank in category (by total return)

YTD3
1-month12
3-month5
1-year4
3-year22
5-yearN/A

Load adjusted returns

1-year12.15%
3-year8.70%
5-yearN/A
10-yearN/A