HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY SUSTAINABLE HEALTHCARE AD/ LU2324357636 /
| NAV2024-06-05 | Chg.+0.1650 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 13.3590USD | +1.25% | paying dividend | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | - | -1.36 | -4.28 | -8.56 | 11.14 | 5.61 | - |
| 2024 | 4.84 | 4.11 | 3.97 | -3.27 | 2.76 | 1.76 | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.50% | 13.66% | -% | -% | -% |
| Sharpe ratio | 2.56 | 3.07 | - | - | - |
| Best month | +5.61% | +5.61% | +11.14% | - | - |
| Worst month | -3.27% | -3.27% | -8.56% | - | - |
| Maximum loss | -6.13% | -6.13% | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Tranches
Performance
| YTD | +14.78% | ||
|---|---|---|---|
| 6 Months | +20.62% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +16.81% | ||
| Year | |||
