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| HSBC GLOBAL INVESTMENT FUNDS - CHINESE EQUITY - AC USD ACC | ISIN: LU0164865239 | KAG: HSBC Investment Funds (Luxembourg) SA | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 4,89% | 16,03% | 9,21% | 8,49% | -3,28% | -16,70% | -4,14% | 2,82% | 435,07% / 8,28% |
| Volatilität: | 17,39% | 16,41% | 19,80% | 18,93% | 20,18% | 25,13% | 24,67% | 24,37% | 27,26% |
| Sharpe Ratio: | 0,26 | 0,92 | 0,36 | 0,38 | - | - | - | 1,23 | 15,79 |
| pos. Monate (%): | - | 100,00% | 66,67% | 75,00% | 50,00% | 33,33% | 45,00% | 55,00% | 54,69% |
| Max. Verlust: | -3,18% | -3,18% | -12,50% | -8,36% | -20,45% | -52,90% | -61,49% | -61,49% | -74,40% |
| Beta: |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -6,66% | 11,76% | -2,36% | 6,34% | -3,74% | 8,84% | 10,47% | 7,24% | -14,38% | 0,52% | -6,83% |
| Feb | 7,12% | -12,37% | -3,66% | -3,91% | 0,09% | 2,97% | -4,97% | 3,38% | -1,11% | 2,88% | 1,86% |
| Mär | 0,85% | -1,79% | -7,53% | -11,06% | -8,76% | 0,82% | -4,96% | 1,53% | 8,70% | 2,63% | -3,03% |
| Apr | 5,30% | -4,89% | -4,53% | -0,62% | 9,17% | -0,49% | 0,25% | 1,48% | 0,85% | 18,01% | -4,42% |
| Mai | 1,28% | -9,23% | 0,13% | 0,96% | 0,44% | -12,10% | 2,66% | 3,74% | -0,89% | -3,86% | 2,65% |
| Jun | - | 3,87% | 4,23% | -0,82% | 10,23% | 8,66% | -5,73% | 1,59% | 3,05% | -6,11% | 5,04% |
| Jul | - | 8,14% | -7,46% | -12,61% | 10,40% | -0,12% | -3,13% | 10,13% | 5,62% | -13,68% | 8,43% |
| Aug | - | -5,45% | -0,62% | -0,98% | 4,03% | -1,23% | -4,39% | 3,86% | 5,98% | -10,17% | 0,73% |
| Sep | - | -3,47% | -10,27% | -3,05% | -3,19% | -1,03% | 0,60% | -0,27% | 1,08% | 1,25% | -6,19% |
| Okt | - | -4,65% | -15,68% | 1,05% | 5,76% | 6,16% | -12,14% | 4,15% | -2,39% | 8,36% | 6,47% |
| Nov | - | 3,81% | 22,94% | -4,32% | 2,89% | 0,43% | 5,70% | 0,58% | -1,14% | -3,14% | 2,17% |
| Dez | - | -2,13% | 3,38% | -2,22% | 7,47% | 6,33% | -4,14% | 2,92% | -4,57% | -1,00% | 8,41% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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