HSBC MSCI Brazil UCITS ETF USD (H4ZG.DE)
H4ZG.DE is a passive ETF by HSBC tracking the investment results of the MSCI Brazil. H4ZG.DE launched on Jul 12, 2010 and has a 0.50% expense ratio.
ETF Info
| ISIN | IE00B5W34K94 |
|---|---|
| WKN | A1C195 |
| Issuer | HSBC |
| Inception Date | Jul 12, 2010 |
| Category | Latin America Equities |
| Index Tracked | MSCI Brazil |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Value |
Expense Ratio
H4ZG.DE has a high expense ratio of 0.50%, indicating higher-than-average management fees.
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 MSCI Brazil 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.
Returns By Period
HSBC MSCI Brazil UCITS ETF USD had a return of -10.71% year-to-date (YTD) and 16.36% in the last 12 months. Over the past 10 years, HSBC MSCI Brazil UCITS ETF USD had an annualized return of -0.48%, while the S&P 500 had an annualized return of 10.41%, indicating that HSBC MSCI Brazil UCITS ETF USD did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -10.71% | 6.17% |
| 1 month | -0.81% | -2.72% |
| 6 months | -1.55% | 17.29% |
| 1 year | 16.36% | 23.80% |
| 5 years (annualized) | -4.09% | 11.47% |
| 10 years (annualized) | -0.48% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -6.31% | -0.72% | -1.80% | -4.07% | ||||||||
| 2023 | -3.86% | 9.15% | 6.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of H4ZG.DE is 31, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
HSBC MSCI Brazil UCITS ETF USD(H4ZG.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC MSCI Brazil UCITS ETF USD (H4ZG.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
HSBC MSCI Brazil UCITS ETF USD granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to €0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €0.00 | €0.00 | €0.00 | €0.00 | €0.28 | €0.46 | €0.35 | €0.34 | €0.27 | €0.45 | €0.55 | €0.56 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 1.86% | 2.27% | 2.16% | 2.08% | 1.70% | 4.51% | 3.58% | 3.41% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC MSCI Brazil UCITS ETF USD. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | ||||||||
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2020 | €0.28 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2019 | €0.24 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.22 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2018 | €0.14 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.22 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2017 | €0.19 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.15 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2016 | €0.15 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2015 | €0.22 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.23 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2014 | €0.18 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.37 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2013 | €0.31 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.25 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
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 MSCI Brazil 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 MSCI Brazil UCITS ETF USD was 70.40%, occurring on Jan 21, 2016. The portfolio has not yet recovered.
The current HSBC MSCI Brazil UCITS ETF USD drawdown is 41.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.4% | Jan 14, 2011 | 758 | Jan 21, 2016 | — | — | — |
| -5.02% | Nov 9, 2010 | 10 | Nov 23, 2010 | 5 | Dec 2, 2010 | 15 |
| -3.38% | Oct 19, 2010 | 3 | Oct 27, 2010 | 4 | Nov 5, 2010 | 7 |
| -2.96% | Dec 13, 2010 | 4 | Dec 20, 2010 | 3 | Dec 23, 2010 | 7 |
| -1.53% | Jan 6, 2011 | 3 | Jan 10, 2011 | 1 | Jan 13, 2011 | 4 |
Volatility
Volatility Chart
The current HSBC MSCI Brazil UCITS ETF USD volatility is 7.70%, 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.