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HSBC Egypt Mutual Fund Isteqrar

Managed by EFG Holding

Latest NAV
102.68EGP

as of Delayed · 5613d

YTD return
2.06%

Total NAV return

52-week low: 93.67 · 52-week high: 102.68

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Fetching the full saved NAV series for this fund.

1M
1.37%
3M
2.41%
YTD
2.06%
1Y
9.82%
3Y
21.17%

Risk & Volatility

Max drawdown (all-time, peak-to-trough)
-16.88%
Volatility (annualized, full history)
10.83%
Downside deviation (annualized)
3.97%

Computed from our full NAV history. Max drawdown is the worst peak-to-trough decline; volatility is annualized by the fund's NAV reporting frequency.

Fund scorecard

Five dimensions, each scored 0–100 from our own NAV history. Higher is better on every axis — and we show the real number behind each score.

Medium confidence
59/100
Starta Score
Average
Performance28/100
Score from recent growth, adjusted for drawdown riskWeighted annual return: +7.30%
Risk78/100
Lower volatility & shallower drawdowns score higherVolatility: 10.83%
Stability89/100
Steadier, more consistent returns score higherPositive periods: 80.69%
Cost/100
Lower ongoing fees score higherOngoing fee: Not enough history yet
DiversificationEstimate50/100
Estimated from the fund’s mandate & asset class
How we score

Five dimensions, each scored 0–100 from our own NAV history. Higher is better on every axis — and we show the real number behind each score. Higher is better.

Similar funds in the same universe

All Egyptian mutual funds

Frequently asked questions

What is the latest NAV of HSBC Egypt Mutual Fund Isteqrar?
The latest NAV of HSBC Egypt Mutual Fund Isteqrar is 102.68 EGP as of 14 March 2011.
Who manages HSBC Egypt Mutual Fund Isteqrar?
HSBC Egypt Mutual Fund Isteqrar is managed by EFG Holding.