HSBC Portfolios - World Selection 2 BCHEUR/ LU0931136757 /
| NAV01.10.2024 | Diff.+0.0009 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 11.9389EUR | +0.01% | thesaurierend | Mischfonds weltweit | HSBC Inv. Funds (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | -0.10 | 1.10 | -1.78 | 0.90 | 1.09 | -0.30 | - |
| 2015 | 1.09 | 1.07 | -0.10 | 0.29 | -0.29 | -2.13 | 0.79 | -2.45 | -1.61 | 2.96 | -0.20 | -1.29 | -1.97% |
| 2016 | -2.01 | 0.31 | 3.38 | 1.19 | -0.20 | 0.39 | 2.44 | 0.38 | -0.48 | -0.76 | -1.54 | 1.08 | +4.13% |
| 2017 | 0.77 | 1.34 | 0.09 | 0.94 | 0.70 | -0.21 | 1.03 | 0.29 | 0.17 | 0.59 | 0.48 | 0.24 | +6.64% |
| 2018 | 1.36 | -2.02 | -0.81 | 0.04 | -0.53 | -1.12 | 0.93 | -0.66 | -0.34 | -2.88 | 0.48 | -2.26 | -7.63% |
| 2019 | 3.96 | 0.92 | 0.82 | 1.04 | -1.61 | 2.75 | 0.77 | -0.63 | 0.26 | 0.72 | 0.51 | 0.94 | +10.84% |
| 2020 | 0.64 | -3.35 | -9.33 | 5.29 | 1.69 | 1.80 | 2.96 | 1.89 | -1.40 | -1.21 | 4.92 | 1.97 | +5.09% |
| 2021 | -0.03 | -0.10 | 0.09 | 1.91 | 0.76 | 0.43 | 0.78 | 0.54 | -1.99 | 1.19 | -0.64 | 1.09 | +4.06% |
| 2022 | -3.15 | -1.42 | 0.62 | -4.43 | -1.02 | -4.70 | 2.73 | -2.43 | -5.86 | 0.46 | 3.10 | -0.99 | -16.19% |
| 2023 | 3.35 | -2.07 | 1.19 | 0.83 | -1.45 | 1.38 | 1.46 | -1.47 | -2.68 | -1.82 | 5.14 | 3.90 | +7.64% |
| 2024 | -0.11 | 0.10 | 1.99 | -2.04 | 1.48 | 1.20 | 1.17 | 1.68 | 1.57 | 0.01 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.29% | 5.62% | 5.70% | 6.24% | 6.84% |
| Sharpe Ratio | 1.22 | 1.58 | 2.20 | -0.60 | -0.25 |
| Bester Monat | +3.90% | +1.68% | +5.14% | +5.14% | +5.29% |
| Schlechtester Monat | -2.04% | -2.04% | -2.04% | -5.86% | -9.33% |
| Maximaler Verlust | -2.81% | -2.57% | -2.81% | -20.07% | -20.22% |
| Outperformance | +5.92% | - | +5.47% | +5.87% | +10.12% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| HSBC Portfolios - World Selectio... | thesaurierend | 14.2873 | +15.33% | -2.67% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 11.9389 | +15.80% | -1.44% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.5429 | +13.90% | -4.14% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 10.6520 | +17.08% | +5.06% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.3338 | +16.25% | +3.49% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.7376 | +15.37% | -0.99% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.6979 | +14.92% | -3.24% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 9.6201 | +16.38% | +0.88% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 11.7963 | +15.42% | -0.14% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 13.1022 | +17.28% | +2.45% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 11.9381 | +15.04% | -0.03% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.2043 | +14.22% | -0.44% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 15.8447 | +16.83% | +1.28% |
Performance
| lfd. Jahr | +7.20% | ||
|---|---|---|---|
| 6 Monate | +5.88% | ||
| 1 Jahr | +15.80% | ||
| 3 Jahre | -1.44% | ||
| 5 Jahre | +8.17% | ||
| 10 Jahre | +19.87% | ||
| seit Beginn | +19.39% | ||
| Jahr | |||
| 2023 | +7.64% | ||
| 2022 | -16.19% | ||
| 2021 | +4.06% | ||
| 2020 | +5.09% | ||
| 2019 | +10.84% | ||
| 2018 | -7.63% | ||
| 2017 | +6.64% | ||
| 2016 | +4.13% | ||
| 2015 | -1.97% | ||
