HSBC Portfolios - World Selection 4 BCHEUR/ LU0931137219 /
| NAV23.08.2024 | Diff.+0.0560 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 14.6133EUR | +0.38% | thesaurierend | Mischfonds weltweit | HSBC Inv. Funds (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | - | - | -1.28 | - |
| 2015 | -1.10 | 4.24 | -1.16 | 1.86 | -0.19 | -2.70 | 0.50 | -5.32 | -3.43 | 6.47 | -0.91 | -1.74 | -3.99% |
| 2016 | -5.72 | 0.33 | 6.04 | 1.55 | -0.10 | -2.15 | 4.49 | 0.50 | -0.50 | -0.90 | -0.20 | 2.02 | +4.99% |
| 2017 | 2.08 | 1.84 | 1.05 | 1.28 | 1.52 | 0.03 | 2.14 | -0.33 | 1.52 | 1.48 | 1.41 | 0.85 | +15.89% |
| 2018 | 4.58 | -3.75 | -2.66 | 1.39 | -0.32 | -2.31 | 2.03 | -0.42 | 0.12 | -6.77 | 1.40 | -6.23 | -12.78% |
| 2019 | 6.95 | 2.12 | 0.19 | 2.57 | -4.54 | 4.46 | 0.86 | -3.08 | 1.47 | 1.90 | 1.66 | 2.36 | +17.73% |
| 2020 | -0.85 | -7.91 | -12.73 | 8.30 | 2.38 | 2.08 | 4.35 | 4.83 | -2.89 | -2.33 | 10.17 | 3.57 | +6.75% |
| 2021 | 0.69 | 1.70 | 1.11 | 3.94 | 1.41 | 0.43 | 0.77 | 1.43 | -3.17 | 3.01 | -1.82 | 3.13 | +13.13% |
| 2022 | -5.20 | -1.68 | 3.21 | -6.34 | -1.10 | -8.10 | 4.42 | -2.76 | -8.52 | 3.04 | 4.44 | -1.39 | -19.27% |
| 2023 | 4.95 | -2.46 | 1.16 | 1.30 | -1.65 | 3.77 | 3.05 | -2.66 | -3.75 | -3.19 | 7.56 | 4.58 | +12.57% |
| 2024 | 0.59 | 1.76 | 2.96 | -2.27 | 2.21 | 1.93 | 1.00 | 2.21 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.96% | 9.54% | 9.32% | 11.12% | 12.67% |
| Sharpe Ratio | 1.54 | 1.38 | 1.57 | -0.22 | 0.16 |
| Bester Monat | +4.58% | +2.96% | +7.56% | +7.56% | +10.17% |
| Schlechtester Monat | -2.27% | -2.27% | -3.75% | -8.52% | -12.73% |
| Maximaler Verlust | -6.01% | -6.01% | -7.11% | -25.53% | -30.32% |
| Outperformance | +2.67% | - | +4.04% | +4.19% | +15.34% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| HSBC Portfolios - World Selectio... | thesaurierend | 18.1994 | +17.50% | +1.65% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 14.6133 | +18.14% | +3.22% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 14.4709 | +17.27% | +1.16% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 11.5442 | +19.72% | +10.90% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 12.3839 | +19.04% | +8.87% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 16.2102 | +17.07% | -2.52% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 11.6435 | +17.24% | +1.13% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 11.3021 | +18.81% | +5.08% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 14.4123 | +17.36% | +5.02% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 11.9395 | +16.67% | +5.17% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 108.8968 | +19.00% | +9.00% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 107.7960 | +16.77% | +5.41% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 106.1295 | +17.32% | +1.23% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 102.7676 | +17.53% | +3.03% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 104.3701 | +18.80% | +5.00% | |
| HSBC Portfolios - World Selectio... | ausschüttend | 108.2334 | +18.81% | +6.16% | |
| HSBC Portfolios - World Selectio... | thesaurierend | 19.8621 | +18.98% | +5.46% |
Performance
| lfd. Jahr | +10.78% | ||
|---|---|---|---|
| 6 Monate | +7.99% | ||
| 1 Jahr | +18.14% | ||
| 3 Jahre | +3.22% | ||
| 5 Jahre | +30.84% | ||
| 10 Jahre | - | ||
| seit Beginn | +46.13% | ||
| Jahr | |||
| 2023 | +12.57% | ||
| 2022 | -19.27% | ||
| 2021 | +13.13% | ||
| 2020 | +6.75% | ||
| 2019 | +17.73% | ||
| 2018 | -12.78% | ||
| 2017 | +15.89% | ||
| 2016 | +4.99% | ||
| 2015 | -3.99% | ||
