DetailsChartProfileRisk matrixNewsDocuments

HSBC EURO EQUITY VOLATILITY FOCUSED Z/  FR0013261229  /

Fonds
NAV21/08/2024 Chg.+4.4200 Type of yield Investment Focus Investment company
1,531.7400EUR +0.29% reinvestment Equity Europe HSBC Global AM (FR) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 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 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.56% 9.93% 9.46% 13.28% 15.56%
Sharpe ratio 1.43 1.14 1.35 0.14 0.25
Best month +3.85% +3.85% +6.44% +7.37% +13.24%
Worst month -1.86% -1.86% -2.92% -7.09% -13.41%
Maximum loss -6.35% -6.35% -7.34% -21.26% -32.59%
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
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

YTD  
+10.61%
6 Months  
+7.17%
1 Year  
+16.29%
3 Years  
+17.05%
5 Years  
+42.39%
10 Years     -
Since start  
+53.17%
Year
2023  
+16.65%
2022
  -10.39%
2021  
+19.82%
2020
  -2.66%
2019  
+20.57%
2018
  -5.80%