HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ZQ1/ LU1890107375 /
| NAV24.05.2024 | Diff.+0.0400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 15.9960USD | +0.25% | ausschüttend | Aktien weltweit | HSBC Inv. Funds (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | 0.99 | -7.96 | - |
| 2019 | 8.77 | 2.95 | 1.42 | 3.88 | -6.56 | 7.92 | 1.64 | -2.33 | 1.73 | 2.89 | 2.02 | 4.56 | +31.89% |
| 2020 | -0.25 | -7.20 | -10.93 | 9.45 | 4.68 | 5.03 | 9.24 | 8.38 | 0.58 | -0.57 | 13.51 | 7.58 | +43.46% |
| 2021 | 0.29 | -4.48 | 2.11 | 2.45 | 1.28 | 0.50 | 3.28 | 4.51 | -6.34 | 4.68 | -1.31 | 2.13 | +8.81% |
| 2022 | -12.01 | -3.44 | 1.88 | -8.20 | -2.86 | -11.16 | 12.81 | -5.36 | -9.91 | 5.47 | 6.92 | -1.58 | -26.81% |
| 2023 | 5.91 | -1.27 | 3.53 | -1.66 | -1.76 | 5.43 | 0.75 | -3.32 | -6.50 | -6.09 | 11.43 | 8.38 | +13.89% |
| 2024 | -2.90 | 3.27 | 2.38 | -2.57 | 6.48 | - | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.81% | 13.11% | 14.79% | 19.43% | 19.81% |
| Sharpe Ratio | 1.07 | 2.44 | 0.79 | -0.28 | 0.32 |
| Bester Monat | +8.38% | +11.43% | +11.43% | +12.81% | +13.51% |
| Schlechtester Monat | -2.90% | -2.90% | -6.50% | -12.01% | -12.01% |
| Maximaler Verlust | -5.50% | -5.84% | -17.34% | -38.20% | -38.20% |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 12.4430 | +12.94% | -10.89% | |
| HSBC GIF Gl.Eq.Climate Change XC... | thesaurierend | 9.4770 | +14.75% | -6.63% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 8.4360 | +10.94% | -16.28% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 9.7800 | +14.88% | -6.23% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 10.8160 | +11.08% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | ausschüttend | 10.7930 | +11.05% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 9.1340 | +12.64% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 9.6970 | +10.19% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 8.9750 | +12.58% | -10.94% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | ausschüttend | 10.4540 | +12.65% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 8.7390 | +12.49% | -13.27% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 8.7850 | +11.10% | -12.82% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 8.5470 | +11.00% | -15.19% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | ausschüttend | 15.9960 | +15.49% | -4.77% | |
| HSBC GIF Gl.Eq.Climate Change IC... | thesaurierend | 10.3480 | +14.48% | -7.21% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | ausschüttend | 12.9850 | +13.52% | -9.55% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | thesaurierend | 13.5050 | +13.52% | -9.54% |
Performance
| lfd. Jahr | +6.51% | ||
|---|---|---|---|
| 6 Monate | +16.40% | ||
| 1 Jahr | +15.49% | ||
| 3 Jahre | -4.77% | ||
| 5 Jahre | +62.77% | ||
| 10 Jahre | - | ||
| seit Beginn | +71.26% | ||
| Jahr | |||
| 2023 | +13.89% | ||
| 2022 | -26.81% | ||
| 2021 | +8.81% | ||
| 2020 | +43.46% | ||
| 2019 | +31.89% | ||
Ausschüttungen
| 27.03.2024 | 0.03 USD |
| 28.12.2023 | 0.03 USD |
| 27.09.2023 | 0.03 USD |
| 27.06.2023 | 0.07 USD |
| 29.03.2023 | 0.03 USD |
| 29.12.2022 | 0.02 USD |
| 30.09.2022 | 0.03 USD |
| 30.06.2022 | 0.08 USD |
| 30.03.2022 | 0.02 USD |
| 30.12.2021 | 0.03 USD |
| 30.09.2021 | 0.03 USD |
| 30.06.2021 | 0.08 USD |
| 31.03.2021 | 0.03 USD |
| 30.12.2020 | 0.03 USD |
| 29.09.2020 | 0.04 USD |
| 30.06.2020 | 0.06 USD |
| 27.03.2020 | 0.03 USD |
| 20.12.2019 | 0.03 USD |
| 27.09.2019 | 0.04 USD |
| 28.06.2019 | 0.08 USD |
| 29.03.2019 | 0.05 USD |
| 28.12.2018 | 0.02 USD |
