HSBC EURO STOXX 50 UCITS ETF EUR/ IE000MWUQBJ0 /
| NAV30/08/2024 | Chg.-0.0992 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 59.4455EUR | -0.17% | reinvestment | Equity Euroland | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | 7.47 | -5.10 | -5.54 | 9.10 | 9.72 | -4.23 | - |
| 2023 | 9.92 | 1.90 | 2.00 | 1.73 | -1.98 | 4.36 | 1.76 | -3.84 | -2.78 | -2.64 | 8.07 | 3.21 | +22.83% |
| 2024 | 2.96 | 5.05 | 4.37 | -2.31 | 2.32 | -1.72 | -0.30 | 1.79 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.82% | 13.37% | 12.33% | -% | -% |
| Sharpe ratio | 1.26 | 0.35 | 1.20 | - | - |
| Best month | +5.05% | +5.05% | +8.07% | +9.92% | - |
| Worst month | -2.31% | -2.31% | -3.84% | -5.54% | - |
| Maximum loss | -9.71% | -9.71% | -9.71% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| HSBC EURO STOXX 50 UCITS ETF EUR | reinvestment | 59.4455 | +18.32% | - | |
| HSBC EURO STOXX 50 UCITS ETF EUR | paying dividend | 51.8251 | +18.32% | +29.68% |
Performance
| YTD | +12.55% | ||
|---|---|---|---|
| 6 Months | +4.05% | ||
| 1 Year | +18.32% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +48.60% | ||
| Year | |||
| 2023 | +22.83% | ||
