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HSBC Developed World Sustainable Equity UCITS ETF ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BKY59K37

WKN

A2PXVJ

Issuer

HSBC

Inception Date

Jul 9, 2020

Leveraged

1x

Index Tracked

FTSE Developed ESG Low Carbon Select

Domicile

Ireland

Distribution Policy

Accumulating

Asset Class

Equity

Expense Ratio

H41C.DE has an expense ratio of 0.18%, which is considered low compared to other funds.


Expense ratio chart for H41C.DE: current value at 0.18% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.18%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in HSBC Developed World Sustainable Equity UCITS ETF USD, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
16.31%
18.24%
H41C.DE (HSBC Developed World Sustainable Equity UCITS ETF USD)
Benchmark (^GSPC)

Returns By Period

HSBC Developed World Sustainable Equity UCITS ETF USD had a return of 4.69% year-to-date (YTD) and 21.39% in the last 12 months.


H41C.DE

YTD

4.69%

1M

4.72%

6M

16.31%

1Y

21.39%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of H41C.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.05%4.69%
20243.65%2.47%3.11%-2.61%1.55%4.67%0.18%-0.14%1.25%0.96%6.46%-1.42%21.66%
20233.40%0.19%0.47%1.02%1.81%3.35%1.53%-1.04%-1.33%-2.51%5.53%3.04%16.26%
2022-4.28%-2.94%3.80%-1.32%-3.55%-5.72%8.92%-2.06%-5.52%4.15%1.03%-4.78%-12.60%
20210.79%2.88%6.75%1.04%0.49%4.04%1.71%2.78%-1.77%4.80%0.73%4.84%32.89%
20201.81%-10.37%-1.64%-2.99%9.64%1.90%-2.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 82, H41C.DE is among the top 18% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of H41C.DE is 8282
Overall Rank
The Sharpe Ratio Rank of H41C.DE is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of H41C.DE is 8181
Sortino Ratio Rank
The Omega Ratio Rank of H41C.DE is 8484
Omega Ratio Rank
The Calmar Ratio Rank of H41C.DE is 7777
Calmar Ratio Rank
The Martin Ratio Rank of H41C.DE is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for HSBC Developed World Sustainable Equity UCITS ETF USD (H41C.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for H41C.DE, currently valued at 1.99, compared to the broader market0.002.004.001.991.59
The chart of Sortino ratio for H41C.DE, currently valued at 2.75, compared to the broader market0.005.0010.002.752.16
The chart of Omega ratio for H41C.DE, currently valued at 1.39, compared to the broader market0.501.001.502.002.503.001.391.29
The chart of Calmar ratio for H41C.DE, currently valued at 2.72, compared to the broader market0.005.0010.0015.0020.002.722.40
The chart of Martin ratio for H41C.DE, currently valued at 12.56, compared to the broader market0.0020.0040.0060.0080.00100.0012.569.79
H41C.DE
^GSPC

The current HSBC Developed World Sustainable Equity UCITS ETF USD Sharpe ratio is 1.99. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of HSBC Developed World Sustainable Equity UCITS ETF USD with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.99
1.96
H41C.DE (HSBC Developed World Sustainable Equity UCITS ETF USD)
Benchmark (^GSPC)

Dividends

Dividend History


HSBC Developed World Sustainable Equity UCITS ETF USD doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February0
-0.48%
H41C.DE (HSBC Developed World Sustainable Equity UCITS ETF USD)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the HSBC Developed World Sustainable Equity UCITS ETF USD. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the HSBC Developed World Sustainable Equity UCITS ETF USD was 21.04%, occurring on Jun 16, 2022. Recovery took 422 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.04%Feb 17, 202284Jun 16, 2022422Feb 7, 2024506
-17%Aug 6, 202033Sep 21, 2020119Mar 11, 2021152
-8.62%Jan 5, 202214Jan 24, 202217Feb 16, 202231
-7.88%Jul 15, 202416Aug 5, 202438Sep 26, 202454
-4.24%Nov 23, 20219Dec 3, 202115Dec 27, 202124

Volatility

Volatility Chart

The current HSBC Developed World Sustainable Equity UCITS ETF USD volatility is 3.44%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
3.44%
3.99%
H41C.DE (HSBC Developed World Sustainable Equity UCITS ETF USD)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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