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HSBC GLOBAL INVESTMENT FUNDS - INDIAN EQUITY - AC USD ACC ISIN: LU0164881194 KAG: HSBC Investment Funds (Luxembourg) S.A.
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: -2,30% -3,46% -1,52% -3,48% 6,19% 11,10% 7,11% 10,18% - / -
Volatilität: 19,10% 15,34% 13,07% 17,58% 15,49% 14,27% 16,77% 19,44% 26,78%
Sharpe Ratio: - - - - 0,26 2,06 2,54 8,31 104,10
pos. Monate (%): - 0,00% 33,33% 0,00% 50,00% 55,56% 53,33% 59,17% 55,80%
Max. Verlust: -5,05% -7,12% -7,23% -7,12% -8,40% -19,98% -23,85% -52,22% -76,62%
Beta:
  2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Jan -4,40% -4,05% 2,50% -1,76% -1,02% -0,58% 0,67% -3,37% 3,68% 5,53% -9,59%
Feb 1,83% -8,42% 3,45% -2,07% -6,48% 0,85% -9,61% 0,23% -6,87% 3,14% -12,00%
Mär - 8,12% -0,79% -0,26% 2,27% -0,13% -30,60% 9,99% -4,09% 6,14% 11,04%
Apr - 6,16% 1,67% 3,31% -4,28% -3,60% 20,71% -0,56% 2,70% 3,41% 0,15%
Mai - 1,69% -1,02% 1,69% -5,09% 8,56% -2,30% 1,45% -4,61% 2,10% 1,68%
Jun - 3,36% 6,59% 4,62% -6,37% 0,49% 7,72% -0,29% -3,06% -0,26% 1,76%
Jul - -4,05% 2,81% 2,24% 9,67% 2,49% 7,60% -6,62% 5,42% 5,45% 4,64%
Aug - -0,84% 0,42% -1,59% 1,31% 7,48% 5,23% -3,08% 0,26% -1,54% 3,11%
Sep - -1,42% 1,74% 0,94% -4,59% 2,06% -2,84% 3,14% -10,65% -4,42% -0,03%
Okt - 3,01% -5,44% -2,29% 3,44% 0,54% 0,70% 5,51% -5,77% 6,68% 2,03%
Nov - 1,25% 0,72% 5,74% 4,93% -3,23% 10,15% 1,61% 10,30% 1,44% -7,00%
Dez - -0,09% -2,06% 5,47% -5,93% 3,15% 7,21% 0,55% -0,16% 5,89% -0,49%
Berechnungsbasis: 16.02.2026
* annualisierte Berechnung bezieht sich ausschließlich auf Performance