HSBC Portfolios - World Selection 3 AC/ LU0447610923 /
| NAV01.10.2024 | Diff.-0.1725 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 163.1472HKD | -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 | - | 1.03 | 0.95 | 2.99 | 1.12 | 0.48 | 0.86 | 1.15 | -2.45 | 2.06 | -1.06 | 2.40 | +9.20% |
| 2022 | -4.19 | -1.29 | 2.53 | -5.17 | -0.94 | -6.37 | 3.83 | -2.39 | -5.70 | 0.87 | 3.68 | -1.09 | -15.68% |
| 2023 | 5.17 | -1.87 | 1.36 | 1.27 | -1.59 | 2.90 | 2.02 | -1.43 | -3.27 | -2.47 | 6.38 | 4.29 | +12.89% |
| 2024 | 0.49 | 1.29 | 2.62 | -2.03 | 2.01 | 1.44 | 1.19 | 1.90 | 1.62 | -0.11 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7.31% | 8.05% | 7.65% | 8.80% | -% |
| Sharpe Ratio | 1.57 | 1.34 | 2.31 | -0.02 | - |
| Bester Monat | +4.29% | +2.01% | +6.38% | +6.38% | - |
| Schlechtester Monat | -2.03% | -2.03% | -2.47% | -6.37% | - |
| Maximaler Verlust | -4.66% | -4.66% | -4.66% | -20.90% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in HKD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| HSBC Portfolios - World Selectio... | thesaurierend | 16.6236 | +19.44% | +2.34% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 14.7189 | +20.14% | +4.14% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 12.3288 | +18.80% | +1.50% | |
| HSBC Portf.World Select.3 BC EUR | thesaurierend | 16.6823 | +16.05% | +17.02% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 11.2778 | +21.42% | +11.21% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 11.5055 | +20.45% | +9.26% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.6050 | +19.39% | +3.87% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.8091 | +19.05% | +1.80% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.5666 | +20.44% | +5.70% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 10.8580 | +19.03% | +5.20% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 11.2251 | +18.38% | +5.11% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 105.4689 | +20.25% | +9.08% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 104.8066 | +18.25% | +5.10% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 103.3551 | +18.94% | +1.75% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 101.1288 | +19.19% | +3.79% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 101.9811 | +20.28% | +5.62% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 104.3729 | +18.79% | +4.99% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 163.1472 | +20.85% | +9.67% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 18.3204 | +20.94% | +6.41% |
Performance
| lfd. Jahr | +10.83% | ||
|---|---|---|---|
| 6 Monate | +6.77% | ||
| 1 Jahr | +20.85% | ||
| 3 Jahre | +9.67% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +15.22% | ||
| Jahr | |||
| 2023 | +12.89% | ||
| 2022 | -15.68% | ||
| 2021 | +9.20% | ||
