HSBC American Index Fund Accumulation C

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-Year*HighAbove Average4 star
Overall*HighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • HSBC American Index Fund Accumulation C
  • Russell 1000 TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.43 %
3-Yr Mean Return16.31 %
 
3-Yr Sharpe Ratio0.96
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Russell 1000 TR USD  MSCI USA NR USD
3-Yr Beta0.940.95
3-Yr Alpha0.730.85
 
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* This share class has performance data calculated prior to the inception date, 2012-09-03. This is based upon a simulated/extended track record, using the track record of HSBC American Index Retail Acc (ISIN: GB0000470418), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)