HSBC Portfolios - World Selection 1 XCHJPY/ LU1916075119 /
| NAV31.10.2024 | Diff.-38.3389 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 9'688.7695JPY | -0.39% | thesaurierend | Mischfonds weltweit | HSBC Inv. Funds (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 2.95 | 0.47 | 0.95 | 0.52 | -0.55 | 2.11 | 0.72 | 0.26 | -0.03 | 0.24 | 0.20 | 0.29 | +8.37% |
| 2020 | 1.12 | -1.77 | -6.32 | 3.45 | 1.00 | 1.18 | 2.19 | 0.57 | -0.63 | -0.68 | 2.88 | 1.28 | +3.98% |
| 2021 | -0.26 | -0.86 | -0.05 | 0.98 | 0.49 | 0.42 | 0.88 | 0.20 | -1.42 | 0.47 | -0.06 | 0.27 | +1.05% |
| 2022 | -2.14 | -1.35 | -0.44 | -3.52 | -0.94 | -3.23 | 2.04 | -2.34 | -3.54 | -1.80 | 2.05 | -0.57 | -14.86% |
| 2023 | 1.89 | -1.66 | 0.48 | 0.22 | -1.53 | 0.14 | 0.59 | -1.13 | -1.87 | -1.24 | 2.84 | 2.41 | +1.01% |
| 2024 | -0.58 | -0.71 | 0.99 | -1.93 | 0.77 | 0.57 | 0.71 | 0.81 | 0.81 | -1.93 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.53% | 3.43% | 3.78% | 4.16% | 4.47% |
| Sharpe Ratio | -1.05 | 0.12 | 0.45 | -1.96 | -1.14 |
| Bester Monat | +2.41% | +0.81% | +2.84% | +2.84% | +3.45% |
| Schlechtester Monat | -1.93% | -1.93% | -1.93% | -3.54% | -6.32% |
| Maximaler Verlust | -2.29% | -2.08% | -2.60% | -19.03% | -19.20% |
| Outperformance | - | - | - | - | - |
Alle Kurse in JPY
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| HSBC Portfolios - World Selectio... | thesaurierend | 12.1173 | +8.52% | -9.87% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 10.5082 | +8.99% | -8.79% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 9.8996 | +10.25% | -2.91% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.1295 | +9.76% | -4.15% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 8.7144 | +9.00% | -7.73% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 8.6841 | +8.40% | -10.19% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 8.6921 | +9.92% | -6.25% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 8.6949 | +8.22% | -7.64% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.2987 | +7.13% | -8.36% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 9'688.7695 | +4.74% | -14.46% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 13.5691 | +9.99% | -6.06% |
Performance
| lfd. Jahr | -0.55% | ||
|---|---|---|---|
| 6 Monate | +1.73% | ||
| 1 Jahr | +4.74% | ||
| 3 Jahre | -14.46% | ||
| 5 Jahre | -9.70% | ||
| 10 Jahre | - | ||
| seit Beginn | -2.90% | ||
| Jahr | |||
| 2023 | +1.01% | ||
| 2022 | -14.86% | ||
| 2021 | +1.05% | ||
| 2020 | +3.98% | ||
| 2019 | +8.37% | ||
