HSBC MSCI Europe UCITS ETF EUR (H4ZE.DE)
H4ZE.DE is a passive ETF by HSBC tracking the investment results of the MSCI Europe. H4ZE.DE launched on Jun 1, 2010 and has a 0.10% expense ratio.
ETF Info
IE00B5BD5K76
A1CY17
Jun 1, 2010
1x
MSCI Europe
Ireland
Distributing
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in HSBC MSCI Europe UCITS ETF EUR, 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 MSCI Europe UCITS ETF EUR had a return of 4.64% year-to-date (YTD) and 9.98% in the last 12 months. Over the past 10 years, HSBC MSCI Europe UCITS ETF EUR had an annualized return of 3.65%, while the S&P 500 had an annualized return of 11.10%, indicating that HSBC MSCI Europe UCITS ETF EUR did not perform as well as the benchmark.
H4ZE.DE
4.64%
-3.96%
-5.50%
9.98%
4.46%
3.65%
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of H4ZE.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.59% | 1.20% | 4.15% | -1.10% | 3.34% | -0.86% | 1.05% | -0.73% | -0.41% | -3.12% | 4.64% | ||
| 2023 | 6.27% | 0.89% | -0.01% | 2.56% | -2.22% | 2.22% | 2.16% | -4.63% | -1.52% | -3.59% | 6.41% | 3.80% | 12.27% |
| 2022 | -4.19% | -3.00% | 0.96% | -0.46% | -0.70% | -7.76% | 5.35% | -5.09% | -6.29% | 6.22% | 7.06% | -3.01% | -11.59% |
| 2021 | -2.14% | 2.88% | 6.31% | 2.08% | 2.70% | 1.70% | 0.19% | 1.98% | -3.01% | 4.66% | -2.45% | 5.95% | 22.32% |
| 2020 | -2.51% | -8.57% | -14.48% | 6.28% | 2.86% | 3.08% | -2.93% | 3.11% | -1.35% | -5.02% | 13.88% | 3.07% | -5.42% |
| 2019 | 6.01% | 4.08% | 2.14% | 3.83% | -4.80% | 4.37% | 0.24% | -3.63% | 3.58% | 1.16% | 2.46% | 2.87% | 24.04% |
| 2018 | 1.44% | -4.34% | -2.01% | 4.49% | 0.24% | -0.56% | 3.12% | -4.51% | 0.52% | -5.41% | -0.73% | -6.11% | -13.58% |
| 2017 | -0.40% | 2.18% | 3.47% | 1.60% | 1.58% | -2.37% | -0.23% | -2.96% | 3.75% | 1.58% | -1.78% | 0.91% | 7.31% |
| 2016 | -6.91% | -2.65% | 1.14% | 1.73% | 2.64% | -4.40% | 3.65% | -1.93% | 0.43% | -1.02% | 1.12% | 5.78% | -1.11% |
| 2015 | 6.66% | 6.96% | 1.70% | 0.29% | 1.16% | -4.58% | 2.03% | -8.61% | -4.43% | 8.42% | 2.64% | -4.69% | 6.16% |
| 2014 | -2.11% | 4.86% | -0.77% | 1.90% | 2.89% | -0.33% | -3.73% | 2.24% | 0.34% | -1.84% | 2.99% | -1.66% | 4.49% |
| 2013 | 2.42% | 0.60% | 1.79% | 1.27% | 2.41% | -5.36% | 2.98% | -0.68% | 4.56% | 3.99% | 1.07% | 0.27% | 16.02% |
Expense Ratio
H4ZE.DE has an expense ratio of 0.10%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of H4ZE.DE is 32, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC MSCI Europe UCITS ETF EUR (H4ZE.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the HSBC MSCI Europe UCITS ETF EUR. 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 MSCI Europe UCITS ETF EUR was 35.52%, occurring on Mar 18, 2020. Recovery took 266 trading sessions.
The current HSBC MSCI Europe UCITS ETF EUR drawdown is 5.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.52% | Feb 20, 2020 | 20 | Mar 18, 2020 | 266 | Apr 8, 2021 | 286 |
| -28.16% | Apr 16, 2015 | 210 | Feb 11, 2016 | 991 | Jan 16, 2020 | 1201 |
| -25.2% | Feb 23, 2011 | 128 | Sep 23, 2011 | 364 | Mar 5, 2013 | 492 |
| -21.52% | Jan 6, 2022 | 189 | Sep 29, 2022 | 354 | Feb 16, 2024 | 543 |
| -12.51% | Jun 11, 2014 | 91 | Oct 16, 2014 | 63 | Jan 20, 2015 | 154 |
Volatility
Volatility Chart
The current HSBC MSCI Europe UCITS ETF EUR volatility is 3.82%, 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.