zurück zur Übersicht
PDF Factsheet
HSBC GLOBAL INVESTMENT FUNDS - CHINESE EQUITY - AC USD ACC ISIN: LU0164865239 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: -2,52% -1,60% 7,18% 3,37% 22,74% 6,72% -7,95% 7,23% 655,15% / 9,25%
Volatilität: 19,32% 19,41% 21,14% 21,52% 25,97% 23,60% 25,36% 23,55% 27,11%
Sharpe Ratio: - - 0,29 0,15 0,79 0,59 - 4,19 18,41
pos. Monate (%): - 33,33% 50,00% 0,00% 66,67% 41,67% 36,67% 52,50% 53,24%
Max. Verlust: -6,20% -7,32% -12,31% -6,20% -20,25% -27,24% -61,49% -61,49% -74,40%
Beta:
  2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Jan 5,78% 1,05% -6,66% 11,76% -2,36% 6,34% -3,74% 8,84% 10,47% 7,24% -14,38%
Feb -1,65% 11,52% 7,12% -12,37% -3,66% -3,91% 0,09% 2,97% -4,97% 3,38% -1,11%
Mär - 0,38% 0,85% -1,79% -7,53% -11,06% -8,76% 0,82% -4,96% 1,53% 8,70%
Apr - -4,22% 5,30% -4,89% -4,53% -0,62% 9,17% -0,49% 0,25% 1,48% 0,85%
Mai - 2,02% 0,74% -9,23% 0,13% 0,96% 0,44% -12,10% 2,66% 3,74% -0,89%
Jun - 4,24% 1,58% 3,87% 4,23% -0,82% 10,23% 8,66% -5,73% 1,59% 3,05%
Jul - 3,75% -2,29% 8,14% -7,46% -12,61% 10,40% -0,12% -3,13% 10,13% 5,62%
Aug - 7,26% 0,11% -5,45% -0,62% -0,98% 4,03% -1,23% -4,39% 3,86% 5,98%
Sep - 8,12% 18,94% -3,47% -10,27% -3,05% -3,19% -1,03% 0,60% -0,27% 1,08%
Okt - -5,49% -7,02% -4,65% -15,68% 1,05% 5,76% 6,16% -12,14% 4,15% -2,39%
Nov - -4,08% -4,97% 3,81% 22,94% -4,32% 2,89% 0,43% 5,70% 0,58% -1,14%
Dez - -0,22% 2,38% -2,13% 3,38% -2,22% 7,47% 6,33% -4,14% 2,92% -4,57%
Berechnungsbasis: 16.02.2026
* annualisierte Berechnung bezieht sich ausschließlich auf Performance