HSBC Portfolios - World Selection 2 ACHGBP/ LU0447610840 /
| NAV22.07.2024 | Diff.-0.0167 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 15.2828GBP | -0.11% | thesaurierend | Mischfonds weltweit | HSBC Inv. Funds (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | -0.11 | 0.11 | 1.96 | 0.78 | 0.45 | 0.80 | 0.54 | -1.97 | 1.21 | -0.60 | 1.10 | +3.85% |
| 2022 | -3.12 | -1.39 | 0.71 | -4.37 | -0.92 | -4.60 | 2.83 | -2.31 | -4.59 | -0.64 | 3.17 | -0.91 | -15.33% |
| 2023 | 3.44 | -1.97 | 1.29 | 0.89 | -1.38 | 1.43 | 1.55 | -1.36 | -2.60 | -1.74 | 5.22 | 3.97 | +8.70% |
| 2024 | -0.03 | 0.17 | 2.05 | -1.98 | 1.56 | 1.29 | 1.01 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.26% | 5.25% | 5.76% | 6.13% | -% |
| Sharpe Ratio | 0.73 | 1.31 | 0.71 | -0.80 | - |
| Bester Monat | +3.97% | +2.05% | +5.22% | +5.22% | - |
| Schlechtester Monat | -1.98% | -1.98% | -2.60% | -4.60% | - |
| Maximaler Verlust | -2.75% | -2.75% | -5.80% | -19.55% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| HSBC Portfolios - World Selectio... | thesaurierend | 13.8129 | +6.27% | -7.31% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 11.5338 | +6.74% | -6.13% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.3111 | +6.15% | -7.67% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 10.2958 | +8.67% | +0.53% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.0973 | +8.23% | -0.61% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.4779 | +6.50% | -5.51% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.4309 | +6.16% | -7.63% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.3673 | +7.65% | -3.76% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 11.5054 | +7.61% | -3.97% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 12.6276 | +8.17% | -2.54% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 11.5508 | +6.11% | -4.57% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.9197 | +5.31% | -4.15% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 15.2828 | +7.75% | -3.65% |
Performance
| lfd. Jahr | +4.10% | ||
|---|---|---|---|
| 6 Monate | +5.15% | ||
| 1 Jahr | +7.75% | ||
| 3 Jahre | -3.65% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | -0.50% | ||
| Jahr | |||
| 2023 | +8.70% | ||
| 2022 | -15.33% | ||
| 2021 | +3.85% | ||
