HSBC FTSE 250 Index C Acc (FUND:B80QG05) - Fund price


Fund Report

HSBC FTSE 250 Index Accumulation C

Morningstar Rating™ (Relative to Category) 31/08/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: UK Mid-Cap EquityClick here to see our Methodology
3-YearAverageLow4 Stars
5-YearAverageLow4 Stars
10-YearAverageAverageStarRatingValueLabel_3
OverallAverageBelow Average4 Stars
Modern Portfolio Statistics 31/08/2020
 Standard Index
FTSE 250 Ex Investment Trust TR GBP
Best Fit Index
FTSE 250 Ex Investment Trust TR GBP
3-Yr R-Squared97.4797.47
3-Yr Beta0.900.90
3-Yr Alpha0.980.98
Return/Risk Analysis 31/08/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation27.7618.2815.66
3-Yr Mean Return-3.080.584.72
Sharpe Ratio-0.130.000.26
Sortino Ratio---
Positive Months71835
Negative Months51825
Worst Month-20.25-20.25-20.25
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