HSBC MSCI World UCITS ETF USD (H4ZJ.DE)
H4ZJ.DE is a passive ETF by HSBC tracking the investment results of the MSCI World. H4ZJ.DE launched on Dec 8, 2010 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B4X9L533 |
|---|---|
| WKN | A1C9KK |
| Issuer | HSBC |
| Inception Date | Dec 8, 2010 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
H4ZJ.DE has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in HSBC MSCI World 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 World UCITS ETF USD had a return of 24.42% year-to-date (YTD) and 31.86% in the last 12 months. Over the past 10 years, HSBC MSCI World UCITS ETF USD had an annualized return of 12.06%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.42% | 25.45% |
| 1 month | 4.00% | 2.91% |
| 6 months | 12.06% | 14.05% |
| 1 year | 31.86% | 35.64% |
| 5 years (annualized) | 13.36% | 14.13% |
| 10 years (annualized) | 12.06% | 11.39% |
Monthly Returns
The table below presents the monthly returns of H4ZJ.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 | 3.47% | 3.73% | 3.69% | -2.04% | 1.22% | 5.01% | -0.34% | -0.29% | 1.37% | 0.88% | 24.42% | ||
| 2023 | 5.03% | 0.59% | 0.23% | 0.36% | 2.41% | 3.92% | 2.41% | -0.63% | -1.64% | -3.42% | 5.92% | 4.14% | 20.60% |
| 2022 | -5.43% | -1.87% | 4.81% | -2.70% | -3.48% | -6.41% | 10.24% | -1.80% | -5.71% | 4.55% | 0.32% | -5.71% | -13.70% |
| 2021 | 0.58% | 3.16% | 6.19% | 1.99% | -0.30% | 4.70% | 2.06% | 3.07% | -1.90% | 5.22% | 0.68% | 4.06% | 33.44% |
| 2020 | 0.22% | -8.71% | -10.93% | 9.67% | 2.49% | 1.89% | -0.28% | 6.05% | -1.19% | -2.66% | 9.60% | 1.83% | 5.93% |
| 2019 | 7.80% | 4.10% | 2.44% | 3.73% | -4.78% | 3.87% | 3.87% | -1.77% | 3.27% | -0.08% | 4.52% | 1.52% | 31.78% |
| 2018 | 1.09% | -1.78% | -3.65% | 3.95% | 3.61% | 0.28% | 2.64% | 2.01% | 0.75% | -4.91% | 0.51% | -8.20% | -4.37% |
| 2017 | -0.91% | 5.13% | 0.52% | -0.63% | -1.23% | -0.89% | -0.72% | -0.79% | 2.93% | 3.57% | -0.17% | 1.38% | 8.26% |
| 2016 | -6.85% | 0.49% | 1.05% | 0.26% | 4.04% | -1.14% | 4.13% | 0.26% | 0.07% | 0.52% | 5.42% | 2.91% | 11.15% |
| 2015 | 5.08% | 6.32% | 2.72% | -1.68% | 1.76% | -3.83% | 3.08% | -8.42% | -3.43% | 9.69% | 3.77% | -4.14% | 9.85% |
| 2014 | -1.42% | 2.19% | 0.33% | 0.59% | 3.87% | 1.51% | 2.51% | 2.31% | 1.88% | -0.84% | 5.09% | 1.14% | 20.70% |
| 2013 | -0.43% | 2.99% | 2.30% | 0.58% | 5.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of H4ZJ.DE is 80, placing it in the top 20% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC MSCI World UCITS ETF USD (H4ZJ.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 World UCITS ETF USD provided a 0.67% dividend yield over the last twelve months, with an annual payout of €0.24 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €0.24 | €0.50 | €0.46 | €0.43 | €0.38 | €0.45 | €0.42 | €0.38 | €0.35 | €0.32 | €0.32 | €0.06 |
Dividend yield | 0.67% | 1.73% | 1.88% | 1.49% | 1.73% | 2.13% | 2.56% | 2.16% | 2.11% | 2.09% | 2.25% | 0.50% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC MSCI World 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.11 | €0.00 | €0.00 | €0.13 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.24 | |
| 2023 | €0.09 | €0.00 | €0.00 | €0.13 | €0.00 | €0.00 | €0.16 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.50 |
| 2022 | €0.08 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.15 | €0.00 | €0.00 | €0.11 | €0.00 | €0.00 | €0.46 |
| 2021 | €0.08 | €0.00 | €0.00 | €0.11 | €0.00 | €0.00 | €0.13 | €0.00 | €0.00 | €0.11 | €0.00 | €0.00 | €0.43 |
| 2020 | €0.08 | €0.00 | €0.00 | €0.11 | €0.00 | €0.00 | €0.10 | €0.00 | €0.00 | €0.09 | €0.00 | €0.00 | €0.38 |
| 2019 | €0.08 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.15 | €0.00 | €0.00 | €0.10 | €0.00 | €0.00 | €0.45 |
| 2018 | €0.08 | €0.00 | €0.00 | €0.10 | €0.00 | €0.00 | €0.15 | €0.00 | €0.00 | €0.09 | €0.00 | €0.00 | €0.42 |
| 2017 | €0.07 | €0.00 | €0.00 | €0.09 | €0.00 | €0.00 | €0.13 | €0.00 | €0.00 | €0.09 | €0.00 | €0.00 | €0.38 |
| 2016 | €0.06 | €0.00 | €0.00 | €0.09 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.08 | €0.00 | €0.00 | €0.35 |
| 2015 | €0.06 | €0.00 | €0.00 | €0.08 | €0.00 | €0.00 | €0.11 | €0.00 | €0.00 | €0.07 | €0.00 | €0.00 | €0.32 |
| 2014 | €0.05 | €0.00 | €0.00 | €0.08 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.07 | €0.00 | €0.00 | €0.32 |
| 2013 | €0.06 | €0.00 | €0.00 | €0.06 |
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 World 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 World UCITS ETF USD was 33.60%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current HSBC MSCI World UCITS ETF USD drawdown is 0.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.6% | Feb 20, 2020 | 23 | Mar 23, 2020 | 200 | Jan 7, 2021 | 223 |
| -22.96% | Apr 14, 2015 | 212 | Feb 11, 2016 | 211 | Dec 8, 2016 | 423 |
| -16.9% | Jan 5, 2022 | 115 | Jun 16, 2022 | 321 | Sep 14, 2023 | 436 |
| -14.65% | Oct 2, 2018 | 59 | Dec 27, 2018 | 64 | Mar 29, 2019 | 123 |
| -9.08% | Jan 24, 2018 | 44 | Mar 26, 2018 | 34 | May 16, 2018 | 78 |
Volatility
Volatility Chart
The current HSBC MSCI World UCITS ETF USD volatility is 4.27%, 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.