HSBC GIF Economic Scale US Equity IC |
Growth Of 1000 (EUR) | 30/06/2024 |
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Annual Returns (EUR) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Total Return | 2.05 | -7.15 | 30.68 | -0.52 | 41.16 | -6.53 | 14.03 | 10.34 |
+/- Category | 0.41 | -2.44 | 4.56 | 4.24 | 6.70 | -4.96 | 5.92 | 0.51 |
+/- Category Index | -0.06 | -3.53 | 1.14 | 5.59 | 5.97 | -4.99 | 4.38 | -1.86 |
% Rank in Category | 85 | 89 | 60 | 89 | 4 | 84 | 9 | 48 |
Trailing Returns (EUR) | 05/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.52 | -0.13 | -0.67 |
1 Week | -1.60 | -0.32 | -1.28 |
1 Month | 1.22 | 0.80 | -0.34 |
3 Months | 0.23 | 0.77 | -1.34 |
6 Months | 9.16 | 0.33 | -2.37 |
YTD | 8.57 | -0.25 | -3.27 |
1 Year | 15.28 | 0.82 | -2.70 |
3 Years Annualised | 8.71 | -0.02 | -2.01 |
5 Years Annualised | 11.99 | 1.74 | 0.72 |
10 Years Annualised | 11.53 | 1.36 | -0.17 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (EUR) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.37 | -0.03 | - | - |
2023 | 1.16 | 5.20 | 0.98 | 6.12 |
2022 | 0.96 | -10.63 | 2.59 | 0.99 |
2021 | 19.43 | 5.70 | 2.20 | 9.41 |
2020 | -25.85 | 13.07 | 4.23 | 13.83 |
2019 | 16.12 | 1.39 | 5.57 | 5.13 |
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