HSBC EURO EQUITY VOLATILITY FOCUSED Z/ FR0013261229 /
| NAV21/08/2024 | Diferencia+4.4200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 1,531.7400EUR | +0.29% | reinvestment | Equity Europe | HSBC Global AM (FR) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | 0.00 | 0.00 | 0.00 | - |
| 2018 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.66 | -0.35 | -4.84 | -5.80% |
| 2019 | 4.08 | 3.86 | 2.17 | 2.81 | -2.90 | 4.24 | -0.36 | -2.65 | 4.90 | 0.45 | 2.83 | -0.19 | +20.57% |
| 2020 | -0.36 | -7.96 | -13.41 | 4.92 | 4.00 | 3.81 | -0.61 | 2.93 | -1.41 | -6.09 | 13.24 | 0.90 | -2.66% |
| 2021 | -2.12 | 2.43 | 6.36 | 1.95 | 3.05 | 1.63 | 1.35 | 1.74 | -2.71 | 2.61 | -2.48 | 4.82 | +19.82% |
| 2022 | -1.72 | -4.19 | 0.29 | 0.54 | -1.35 | -7.09 | 4.08 | -4.32 | -6.36 | 7.37 | 5.46 | -2.49 | -10.39% |
| 2023 | 7.33 | 2.40 | 0.21 | 2.83 | -3.32 | 3.41 | 1.28 | -1.35 | -2.92 | -2.75 | 6.44 | 2.61 | +16.65% |
| 2024 | 1.67 | 2.38 | 3.85 | -1.03 | 3.47 | -1.86 | 1.80 | 0.03 | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.56% | 9.93% | 9.46% | 13.28% | 15.56% |
| Índice de Sharpe | 1.43 | 1.14 | 1.35 | 0.14 | 0.25 |
| El mes mejor | +3.85% | +3.85% | +6.44% | +7.37% | +13.24% |
| El mes peor | -1.86% | -1.86% | -2.92% | -7.09% | -13.41% |
| Pérdida máxima | -6.35% | -6.35% | -7.34% | -21.26% | -32.59% |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| HSBC EURO EQUITY VOLATILITY FOCU... | reinvestment | 299.8900 | +14.53% | +11.85% | |
| HSBC EURO EQUITY VOLATILITY FOCU... | reinvestment | 1,531.7400 | +16.29% | +17.05% |
Performance
| Año hasta la fecha | +10.61% | ||
|---|---|---|---|
| 6 Meses | +7.17% | ||
| Promedio móvil | +16.29% | ||
| 3 Años | +17.05% | ||
| 5 Años | +42.39% | ||
| 10 Años | - | ||
| Desde el principio | +53.17% | ||
| Año | |||
| 2023 | +16.65% | ||
| 2022 | -10.39% | ||
| 2021 | +19.82% | ||
| 2020 | -2.66% | ||
| 2019 | +20.57% | ||
| 2018 | -5.80% | ||
