HSBC EURO STOXX 50 UCITS ETF EUR/ IE000MWUQBJ0 /
| NAV2024-04-26 | Chg.+0.9105 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 59.1604EUR | +1.56% | 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 | -0.79 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.73% | 10.18% | 11.95% | -% | -% |
| Sharpe ratio | 3.68 | 5.25 | 1.26 | - | - |
| Best month | +5.05% | +8.07% | +8.07% | - | - |
| Worst month | -0.79% | -2.64% | -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 | 52.9111 | +18.89% | +36.45% | |
| HSBC EURO STOXX 50 UCITS ETF EUR | reinvestment | 59.1604 | +18.87% | - |
Performance
| YTD | +12.01% | ||
|---|---|---|---|
| 6 Months | +25.35% | ||
| 1 Year | +18.87% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +47.89% | ||
| Year | |||
| 2023 | +22.83% | ||
