HSBC Holdings PLC (0005.HK)
Company Info
ISIN | GB0005405286 |
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Sector | Financial Services |
Industry | Banks—Diversified |
Highlights
Market Cap | HK$1.15T |
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EPS | HK$10.94 |
PE Ratio | 6.52 |
PEG Ratio | 0.58 |
Revenue (TTM) | HK$58.59B |
Gross Profit (TTM) | HK$50.51B |
Year Range | HK$36.85 - HK$60.00 |
Target Price | HK$69.90 |
Share Price Chart
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Performance
The chart shows the growth of an initial investment of HK$10,000 in HSBC Holdings PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
HSBC Holdings PLC had a return of 24.16% year-to-date (YTD) and 17.29% in the last 12 months. Over the past 10 years, HSBC Holdings PLC had an annualized return of 1.30%, while the S&P 500 had an annualized return of 10.58%, indicating that HSBC Holdings PLC did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
1 month | 4.14% | -1.23% |
Year-To-Date | 24.16% | 6.77% |
6 months | 27.57% | 0.93% |
1 year | 17.29% | -4.20% |
5 years (annualized) | -0.70% | 8.26% |
10 years (annualized) | 1.30% | 10.58% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 19.36% | 2.33% | -7.52% | 5.55% | ||||||||
2022 | 17.39% | 2.75% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings PLC (0005.HK) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
0005.HK HSBC Holdings PLC | 0.94 | ||||
^GSPC S&P 500 | 0.02 |
Dividend History
HSBC Holdings PLC granted a 8.15% dividend yield in the last twelve months. The annual payout for that period amounted to HK$4.70 per share.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | HK$4.70 | HK$2.11 | HK$1.71 | HK$1.64 | HK$4.00 | HK$4.00 | HK$3.97 | HK$3.96 | HK$3.88 | HK$3.80 | HK$3.72 | HK$3.18 |
Dividend yield | 8.15% | 4.55% | 3.97% | 4.55% | 7.66% | 7.67% | 6.51% | 8.82% | 9.37% | 8.14% | 7.35% | 6.79% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC Holdings PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | HK$0.00 | HK$0.00 | HK$1.81 | HK$0.00 | ||||||||
2022 | HK$0.00 | HK$0.00 | HK$1.41 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.71 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
2021 | HK$0.00 | HK$0.00 | HK$1.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.55 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
2020 | HK$0.00 | HK$1.64 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
2019 | HK$0.00 | HK$1.65 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 |
2018 | HK$0.00 | HK$1.65 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 |
2017 | HK$0.00 | HK$1.63 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 |
2016 | HK$0.00 | HK$0.00 | HK$1.63 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 |
2015 | HK$0.00 | HK$0.00 | HK$1.55 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 |
2014 | HK$0.00 | HK$0.00 | HK$1.47 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 |
2013 | HK$0.00 | HK$0.00 | HK$1.40 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 |
2012 | HK$1.09 | HK$0.00 | HK$0.70 | HK$0.00 | HK$0.00 | HK$0.70 | HK$0.00 | HK$0.70 | HK$0.00 | HK$0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the HSBC Holdings PLC. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the HSBC Holdings PLC is 79.29%, recorded on Jun 5, 1989. It took 284 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-79.29% | Jan 6, 1981 | 2073 | Jun 5, 1989 | 284 | Jun 17, 1999 | 2357 |
-76.75% | Oct 16, 2007 | 341 | Mar 9, 2009 | 2184 | Jan 11, 2018 | 2525 |
-61.94% | Jan 25, 2018 | 659 | Sep 25, 2020 | — | — | — |
-42.79% | Mar 4, 1980 | 24 | Apr 9, 1980 | 180 | Jan 2, 1981 | 204 |
-41.39% | Feb 1, 2001 | 158 | Sep 21, 2001 | 500 | Oct 3, 2003 | 658 |
Volatility Chart
The current HSBC Holdings PLC volatility is 5.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.