HSBC Eur.Ex.UK Sust.Eq.U.E.EUR/ IE00BKY58625 /
| NAV2024-06-07 | Chg.-0.0267 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 16.1359EUR | -0.17% | reinvestment | Equity ETF Stocks | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | -0.74 | -7.84 | 7.42 | -4.63 | -6.44 | 5.63 | 7.87 | -2.72 | - |
| 2023 | 6.13 | 1.08 | 1.29 | 2.39 | -1.35 | 3.46 | -1.52 | -1.28 | -2.21 | -4.71 | 8.19 | 4.68 | +16.53% |
| 2024 | 0.17 | 2.13 | 3.08 | -0.69 | 5.67 | 1.23 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.69% | 8.29% | 9.60% | -% | -% |
| Sharpe ratio | 3.04 | 3.64 | 1.39 | - | - |
| Best month | +5.67% | +5.67% | +8.19% | +8.19% | - |
| Worst month | -0.69% | -0.69% | -4.71% | -7.84% | - |
| Maximum loss | -3.11% | -3.11% | -10.36% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +12.02% | ||
|---|---|---|---|
| 6 Months | +15.69% | ||
| 1 Year | +17.08% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +24.06% | ||
| Year | |||
| 2023 | +16.53% | ||
