HSBC GLOBAL INVESTMENT FUNDS - GLOBAL SUSTAINABLE LONG TERM EQUITY XC/ LU2468861138 /
| NAV5/14/2025 | Chg.-0.0640 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.4990USD | -0.61% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | 1.51 | 4.36 | 0.39 | 1.85 | 0.33 | -6.42 | 3.67 | -4.36 | - |
| 2025 | 4.39 | -3.12 | -4.07 | 2.77 | 4.81 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.67% | 19.24% | 16.36% | -% | -% |
| Sharpe ratio | 0.52 | -0.08 | -0.03 | - | - |
| Best month | +4.81% | +4.81% | +4.81% | - | - |
| Worst month | -4.36% | -4.36% | -6.42% | - | - |
| Maximum loss | -14.93% | -16.46% | -18.32% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +4.51% | ||
|---|---|---|---|
| 6 Months | +0.34% | ||
| 1 Year | +1.65% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +4.91% | ||
| Year | |||
