HSBC EURO STOXX 50 UCITS ETF EUR/ IE000MWUQBJ0 /
NAV16/05/2024 | Chg.-0.2797 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
60.4243EUR | -0.46% | 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 | -2.31 | 3.73 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 10.82% | 9.91% | 12.03% | -% | -% |
Sharpe ratio | 3.70 | 4.20 | 1.43 | - | - |
Best month | +5.05% | +8.07% | +8.07% | - | - |
Worst month | -2.31% | -2.31% | -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 | 54.0415 | +21.07% | +38.57% | |
HSBC EURO STOXX 50 UCITS ETF EUR | reinvestment | 60.4243 | +21.05% | - |
Performance
YTD | +14.40% | ||
---|---|---|---|
6 Months | +20.39% | ||
1 Year | +21.05% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +51.05% | ||
Year | |||
2023 | +22.83% |