HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE AC/ LU0323239441 /
| NAV24/07/2024 | Diferencia-0.0470 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 13.3470USD | -0.35% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | - | - | 1.89 | - |
| 2008 | -12.76 | 4.18 | -3.36 | 5.95 | 4.44 | -5.92 | -5.11 | -3.00 | -22.86 | -27.55 | 0.49 | 8.29 | -48.81% |
| 2009 | -5.88 | -12.42 | 2.91 | 13.44 | 9.90 | 0.74 | 5.84 | 3.42 | 4.51 | -2.81 | 2.65 | 3.11 | +25.35% |
| 2010 | -5.95 | -2.35 | 6.72 | 0.03 | -10.73 | -2.70 | 8.62 | -4.57 | 8.93 | 2.28 | -4.02 | 6.77 | +0.78% |
| 2011 | 2.78 | 2.30 | -2.14 | 2.62 | -5.35 | 0.31 | -6.28 | -8.32 | -12.39 | 12.33 | -4.24 | -0.11 | -18.93% |
| 2012 | 5.73 | 6.05 | 0.59 | -0.02 | -9.40 | 4.82 | 2.11 | 2.47 | 1.77 | 0.73 | 1.26 | 1.98 | +18.63% |
| 2013 | 5.73 | 0.09 | 0.71 | 2.99 | 3.39 | -3.93 | 4.24 | -2.09 | 4.05 | 3.92 | 2.17 | 0.27 | +23.27% |
| 2014 | -4.97 | 6.72 | 1.17 | 0.20 | 1.09 | 0.28 | -1.44 | 1.29 | -3.73 | -0.16 | 0.81 | -1.64 | -0.83% |
| 2015 | -2.39 | 5.58 | -2.27 | 3.46 | -0.77 | -1.79 | 1.10 | -6.26 | -4.77 | 7.83 | -1.53 | -0.53 | -3.19% |
| 2016 | -7.81 | 0.25 | 6.69 | 0.40 | -0.01 | -3.31 | 4.56 | 1.31 | -0.63 | -1.59 | 1.50 | 2.26 | +2.91% |
| 2017 | 1.62 | 3.17 | 2.02 | 1.61 | 3.23 | 0.43 | 2.01 | 0.36 | 1.24 | 3.73 | 0.37 | 0.89 | +22.69% |
| 2018 | 5.01 | -3.58 | -2.35 | 1.48 | -1.28 | -0.61 | 2.56 | 0.15 | 0.38 | -7.78 | 0.81 | -8.06 | -13.24% |
| 2019 | 8.59 | 2.87 | 1.31 | 3.74 | -6.77 | 7.80 | 1.52 | -2.47 | 1.63 | 2.73 | 1.91 | 4.40 | +29.77% |
| 2020 | -0.37 | -7.32 | -11.07 | 9.35 | 4.54 | 4.84 | 9.09 | 8.27 | 0.41 | -0.65 | 13.36 | 7.45 | +41.23% |
| 2021 | 0.16 | -4.63 | 2.00 | 2.29 | 1.19 | 0.33 | 3.12 | 4.39 | -6.46 | 4.55 | -1.46 | 1.97 | +7.01% |
| 2022 | -12.17 | -3.51 | 1.70 | -8.33 | -3.03 | -11.31 | 12.73 | -5.58 | -10.00 | 5.34 | 6.72 | -1.68 | -28.06% |
| 2023 | 5.76 | -1.43 | 3.40 | -1.81 | -1.88 | 5.27 | 0.60 | -3.46 | -6.63 | -6.24 | 11.27 | 8.24 | +11.95% |
| 2024 | -3.05 | 3.13 | 2.25 | -2.72 | 3.70 | -0.53 | 1.90 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.94% | 12.75% | 14.55% | 19.50% | 19.89% |
| Índice de Sharpe | 0.35 | 1.03 | 0.10 | -0.41 | 0.14 |
| El mes mejor | +8.24% | +3.70% | +11.27% | +12.73% | +13.36% |
| El mes peor | -3.05% | -3.05% | -6.63% | -12.17% | -12.17% |
| Pérdida máxima | -5.66% | -5.66% | -17.31% | -39.38% | -39.38% |
| Rendimiento superior | -6.13% | - | -3.12% | +13.48% | +17.93% |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.2880 | +4.63% | -13.75% | |
| HSBC GIF Gl.Eq.Climate Change XC... | reinvestment | 9.3830 | +6.30% | -9.62% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.3060 | +2.85% | -19.66% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.6850 | +6.43% | -9.25% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.5560 | +5.19% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.5330 | +5.22% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.0210 | +7.35% | -10.38% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.3790 | +4.29% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.8540 | +4.25% | -14.42% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.3240 | +7.32% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6240 | +4.24% | -16.60% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6500 | +2.88% | -16.35% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.4220 | +2.93% | -18.55% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 15.7570 | +6.99% | -7.83% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 10.2420 | +6.06% | -10.19% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 13.3470 | +5.15% | -12.45% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 12.8340 | +5.15% | -12.45% |
Performance
| Año hasta la fecha | +4.53% | ||
|---|---|---|---|
| 6 Meses | +8.04% | ||
| Promedio móvil | +5.15% | ||
| 3 Años | -12.45% | ||
| 5 Años | +36.29% | ||
| 10 Años | +65.58% | ||
| Desde el principio | +33.47% | ||
| Año | |||
| 2023 | +11.95% | ||
| 2022 | -28.06% | ||
| 2021 | +7.01% | ||
| 2020 | +41.23% | ||
| 2019 | +29.77% | ||
| 2018 | -13.24% | ||
| 2017 | +22.69% | ||
| 2016 | +2.91% | ||
| 2015 | -3.19% | ||
