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HSBC SELECT MODERATE B/  FR0013314002  /

Fonds
NAV2024-05-30 Chg.+0.1200 Type of yield Investment Focus Investment company
96.7200EUR +0.12% reinvestment Bonds Worldwide HSBC Global AM (FR) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - - - 0.04 0.19 0.45 0.73 0.17 -0.79 0.04 -0.01 0.33 -
2022 -1.42 -1.48 -0.31 -1.59 -1.27 -2.51 2.79 -2.19 -2.90 0.59 1.73 -2.17 -10.38%
2023 2.26 -1.11 0.34 0.09 -0.10 0.04 0.78 -0.31 -1.43 -0.53 2.65 2.91 +5.61%
2024 0.03 -0.32 1.18 -1.05 0.48 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.51% 3.65% 3.74% 3.81% -%
Sharpe ratio -0.87 0.77 0.22 -1.37 -
Best month +2.91% +2.91% +2.91% +2.91% -
Worst month -1.05% -1.05% -1.43% -2.90% -
Maximum loss -1.43% -1.45% -2.61% -11.75% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+0.30%
6 Months  
+3.22%
1 Year  
+4.60%
3 Years
  -4.28%
5 Years     -
10 Years     -
Since start
  -3.59%
Year
2023  
+5.61%
2022
  -10.38%