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HSBC Income Retail Income (0P00000CSQ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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313.85+1.43 (+0.46%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.36%
5-year average return3.85%
Number of years up36
Number of years down12
Best 1-yr total return (28 June 2024)28.68%
Worst 1-yr total return (28 June 2024)N/A
Best 3-yr total return28.68%
Worst 3-yr total return-4.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000CSQ.LCategory
YTD8.93%0.00%
1-month1.92%0.00%
3-month10.18%0.00%
1-year15.38%0.00%
3-year8.29%0.00%
5-year4.99%0.00%
10-year3.53%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000CSQ.LCategory
2024
N/AN/A
2023
7.72%N/A
2022
3.84%N/A
2021
15.06%N/A
2020
-16.74%N/A
2019
18.02%N/A
2018
-12.27%N/A
2017
7.90%N/A
2016
7.49%N/A
2015
2.19%N/A
2014
0.71%N/A
2013
21.57%N/A
2012
10.28%N/A
2011
-1.35%N/A
2010
15.51%N/A
2009
28.68%N/A
2008
-29.46%N/A
2007
-1.99%N/A
2006
12.14%N/A
2005
17.14%N/A
2004
14.14%N/A
2003
20.83%N/A
2002
-17.95%N/A
2001
-4.01%N/A
2000
-0.95%N/A
1999
11.34%N/A
1998
6.38%N/A
1997
20.92%N/A
1996
9.56%N/A
1995
16.52%N/A
1994
-9.37%N/A
1993
27.09%N/A
1992
16.97%N/A
1991
6.45%N/A
1990
-11.29%N/A
1989
27.37%N/A
1988
3.99%N/A
1987
15.81%N/A
1986
29.07%N/A
1985
24.83%N/A
1984
34.88%N/A
1983
34.03%N/A
1982
23.23%N/A
1981
12.90%N/A
1980
1.14%N/A
1979
-5.58%N/A
1978
10.13%N/A
1977
57.90%N/A
1976
-13.77%N/A
1975
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.71%N/AN/AN/A
20233.06%-1.69%3.15%3.08%
20222.84%-3.79%-4.14%9.47%
20217.84%0.56%3.43%2.58%
2020-29.48%8.94%-6.88%16.38%
20199.13%3.00%1.06%3.90%
2018-7.27%8.00%-1.50%-11.07%
20173.74%1.88%-0.16%2.25%
2016-2.16%1.28%6.30%2.05%
20155.65%-2.78%-4.75%4.45%
20140.46%-0.63%-0.32%1.21%
201310.10%0.54%3.60%6.00%
20125.00%-2.07%4.82%2.32%
20110.55%1.55%-9.95%7.28%
20105.93%-8.62%11.75%6.78%
2009-9.13%12.08%21.42%4.06%
2008-10.39%-5.08%-10.42%-7.42%
20072.45%0.46%-3.42%-1.40%
20066.75%-3.18%4.34%3.98%
20052.72%4.54%5.28%3.61%
20040.35%2.91%3.91%6.36%
2003-6.62%15.81%4.39%7.03%
20025.17%-8.44%-16.78%2.39%
2001-3.45%4.28%-13.44%10.15%
2000-7.72%4.32%-2.76%5.82%
19997.39%4.52%-7.44%7.16%
199812.75%-2.69%-13.73%12.39%
19972.48%4.49%13.19%-0.23%
1996-1.42%1.05%4.77%4.97%
19951.42%3.63%6.64%3.96%
1994-6.44%-7.32%3.97%0.53%
19937.63%-0.07%8.67%8.74%
19921.95%4.76%-3.69%13.71%
199116.02%-4.62%8.53%-11.36%
1990-6.22%4.23%-14.65%6.32%
198914.43%1.34%7.79%1.89%
1988-0.93%7.58%-0.34%-2.10%
198720.08%15.92%4.63%-20.49%
198625.99%3.18%-8.59%8.62%
198511.38%-1.66%6.17%7.33%
198419.90%-6.45%9.40%9.92%
19838.64%13.35%0.23%8.60%
19829.51%3.96%5.05%3.04%
19816.43%11.01%-8.56%4.51%
19800.36%5.64%4.09%-8.35%
19796.98%-3.89%-1.02%-7.22%
19781.81%6.49%8.98%-6.79%
197725.51%7.21%18.94%-1.35%
19764.98%-4.04%-11.28%-3.52%
19757.07%N/AN/AN/A

Rank in category (by total return)

YTD38
1-month76
3-month51
1-year41
3-year18
5-year65

Load adjusted returns

1-year15.38%
3-year8.29%
5-year4.99%
10-year3.53%