HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE)
H4Z7.DE is a passive ETF by HSBC tracking the investment results of the FTSE EPRA/NAREIT Developed. H4Z7.DE launched on Jul 19, 2022 and has a 0.24% expense ratio.
ETF Info
ISIN | IE000G6GSP88 |
---|---|
WKN | A3DN5P |
Issuer | HSBC |
Inception Date | Jul 19, 2022 |
Category | REIT |
Index Tracked | FTSE EPRA/NAREIT Developed |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Real Estate |
Expense Ratio
H4Z7.DE has a high expense ratio of 0.24%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) had a return of -4.45% year-to-date (YTD) and 4.80% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -4.45% | 6.17% |
1 month | -2.53% | -2.72% |
6 months | 7.76% | 17.29% |
1 year | 4.80% | 23.80% |
5 years (annualized) | N/A | 11.47% |
10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -2.21% | -1.31% | 3.92% | -4.74% | ||||||||
2023 | -5.24% | 7.38% | 9.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of H4Z7.DE is 21, indicating that it is in the bottom 21% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)(H4Z7.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc). 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 FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) was 26.78%, occurring on Oct 30, 2023. The portfolio has not yet recovered.
The current HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) drawdown is 16.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-26.78% | Aug 17, 2022 | 310 | Oct 30, 2023 | — | — | — |
-2.17% | Aug 1, 2022 | 5 | Aug 5, 2022 | 4 | Aug 11, 2022 | 9 |
Volatility
Volatility Chart
The current HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) volatility is 3.98%, 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.