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HSBC HORIZON 2028-2030 A/  FR0000978934  /

Fonds
NAV2024-10-30 Chg.-1.5100 Type of yield Investment Focus Investment company
323.9500EUR -0.46% reinvestment Mixed Fund Worldwide HSBC Global AM (FR) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 0.49 2.52 0.64 0.54 1.17 0.79 1.07 -1.58 1.38 0.34 1.17 +7.76%
2022 -2.78 -2.59 -0.24 -2.21 -1.78 -4.80 4.88 -2.94 -5.31 1.76 3.99 -2.75 -14.31%
2023 3.20 -0.60 0.56 -0.39 0.44 0.86 0.95 -0.76 -1.86 -1.11 3.59 3.14 +8.11%
2024 0.15 0.75 1.53 -1.03 0.80 0.64 1.03 0.53 1.24 -0.63 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.64% 3.69% 3.79% 5.55% -%
Sharpe ratio 0.86 1.19 2.53 -0.66 -
Best month +3.14% +1.24% +3.59% +4.88% -
Worst month -1.03% -1.03% -1.11% -5.31% -
Maximum loss -1.77% -1.77% -1.77% -17.87% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+5.10%
6 Months  
+3.67%
1 Year  
+12.65%
3 Years
  -1.73%
5 Years     -
10 Years     -
Since start  
+4.93%
Year
2023  
+8.11%
2022
  -14.31%
2021  
+7.76%