HSBC Global Emerging Markets Protect 80/  FR0010949172  /

Fonds
NAV8/3/2020 Chg.+0.4100 Type of yield Investment Focus Investment company
83.1400EUR +0.50% reinvestment Capital protected Emerging Markets HSBC Global AM (FR) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2011 - -1.36 2.79 -0.69 -0.94 -2.23 -0.86 -6.37 -4.86 5.11 -1.41 -1.13 -14.01%
2012 5.05 2.68 -2.31 -0.62 -5.63 0.95 1.36 -0.44 2.68 -0.36 0.29 2.80 +6.21%
2013 0.69 -1.65 -1.36 -0.58 -0.26 -4.65 1.00 0.12 2.54 1.67 0.48 -1.57 -3.70%
2014 -3.35 -0.21 2.28 -0.33 1.92 0.98 1.75 1.31 -3.38 0.34 0.22 -0.28 +1.06%
2015 -0.25 2.21 -0.76 4.15 -1.49 -2.72 -4.41 -6.40 -0.39 3.98 -1.72 -1.70 -9.60%
2016 -4.90 -1.10 4.91 0.15 -0.78 0.33 2.85 0.82 -0.39 0.39 -1.15 -1.43 -0.61%
2017 2.83 1.32 0.41 0.23 1.05 0.30 2.45 0.18 -0.98 3.29 -1.90 0.45 +9.93%
2018 5.34 -3.65 -1.64 1.13 -2.22 -2.78 1.78 -0.84 -0.06 -4.67 1.46 -3.21 -9.39%
2019 4.73 0.48 0.30 0.38 -3.41 2.16 -1.33 -3.39 1.20 1.87 0.46 4.04 +7.39%
2020 -4.44 -3.97 -7.67 4.46 -0.28 4.52 4.96 0.50 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 18.54% 19.33% 15.24% 10.65% 9.63%
Sharpe ratio -0.22 0.14 0.41 -0.09 -0.01
Best month +4.96% +4.96% +4.96% +5.34% +5.34%
Worst month -7.67% -7.67% -7.67% -7.67% -7.67%
Maximum loss -18.83% -17.07% -18.83% -24.66% -24.66%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD
  -2.68%
6 Months  
+1.14%
1 Year  
+5.76%
3 Years
  -4.21%
5 Years
  -2.99%
Since start
  -16.86%
Year
2019  
+7.39%
2018
  -9.39%
2017  
+9.93%
2016
  -0.61%
2015
  -9.60%
2014  
+1.06%
2013
  -3.70%
2012  
+6.21%
2011
  -14.01%