HSBC EURO STOXX 50 UCITS ETF EUR/ IE000MWUQBJ0 /
| NAV2024-05-02 | Chg.-0.3419 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 57.9084EUR | -0.59% | reinvestment | Equity Euroland | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | 7.47 | -5.10 | -5.54 | 9.10 | 9.72 | -4.23 | - |
| 2023 | 9.92 | 1.90 | 2.00 | 1.73 | -1.98 | 4.36 | 1.76 | -3.84 | -2.78 | -2.64 | 8.07 | 3.21 | +22.83% |
| 2024 | 2.96 | 5.05 | 4.37 | -2.31 | -0.59 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.80% | 10.22% | 11.99% | -% | -% |
| Sharpe ratio | 2.61 | 3.75 | 1.14 | - | - |
| Best month | +5.05% | +8.07% | +8.07% | - | - |
| Worst month | -2.31% | -2.31% | -3.84% | - | - |
| Maximum loss | -3.16% | -3.16% | -10.07% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| HSBC EURO STOXX 50 UCITS ETF EUR | paying dividend | 51.7914 | +17.52% | +36.44% | |
| HSBC EURO STOXX 50 UCITS ETF EUR | reinvestment | 57.9084 | +17.50% | - |
Performance
| YTD | +9.64% | ||
|---|---|---|---|
| 6 Months | +19.07% | ||
| 1 Year | +17.50% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +44.76% | ||
| Year | |||
| 2023 | +22.83% | ||
