HSBC Japan Index Fund Retail Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • HSBC Japan Index Fund Retail Accumulation
  • Morningstar Japan TME NR JPY
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev10.13 %
3-Yr Mean Return4.54 %
 
3-Yr Sharpe Ratio0.11
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Japan TME NR JPY  Morningstar Japan TME NR JPY
3-Yr Beta0.950.95
3-Yr Alpha0.050.05
 
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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)
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