HSBC EURO EQUITY VOLATILITY FOCUSED Z/ FR0013261229 /
NAV30.09.2024 | Diff.-15.5300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
1'594.1500EUR | -0.96% | thesaurierend | Aktien Europa | HSBC Global AM (FR) ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 2.38 | 1.69 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9.51% | 10.47% | 9.48% | 13.28% | 15.61% |
Sharpe Ratio | 2.03 | 1.16 | 2.23 | 0.35 | 0.30 |
Bester Monat | +3.85% | +3.85% | +6.44% | +7.37% | +13.24% |
Schlechtester Monat | -1.86% | -1.86% | -2.92% | -7.09% | -13.41% |
Maximaler Verlust | -6.35% | -6.35% | -6.35% | -21.26% | -32.59% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
HSBC EURO EQUITY VOLATILITY FOCU... | thesaurierend | 311.5900 | +21.61% | +20.62% | |
HSBC EURO EQUITY VOLATILITY FOCU... | thesaurierend | 1'594.1500 | +23.47% | +26.23% |
Performance
lfd. Jahr | +15.12% | ||
---|---|---|---|
6 Monate | +7.25% | ||
1 Jahr | +23.47% | ||
3 Jahre | +26.23% | ||
5 Jahre | +44.70% | ||
10 Jahre | - | ||
seit Beginn | +59.42% | ||
Jahr | |||
2023 | +16.65% | ||
2022 | -10.39% | ||
2021 | +19.82% | ||
2020 | -2.66% | ||
2019 | +20.57% | ||
2018 | -5.80% |