HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (H4ZL.DE)

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The chart shows the growth of an initial investment of €10,000 in HSBC FTSE EPRA NAREIT Developed 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.

HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (H4ZL.DE) has returned 1.72% so far this year and -1.24% over the past 12 months. Over the last ten years, H4ZL.DE has returned 2.08% per year, falling short of the S&P 500 Index benchmark, which averaged 11.99% annually.

Based on dividend-adjusted daily data since Sep 27, 2013, H4ZL.DE's average daily return is +0.02%, while the average monthly return is +0.46%. At this rate, your investment would double in approximately 12.6 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jan 2015 with a return of +12.4%, while the worst month was Mar 2020 at -22.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, H4ZL.DE closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +7.6%, while the worst single day was Mar 12, 2020 at -9.2%.

HSBC FTSE EPRA NAREIT Developed UCITS ETF USD has an annualized alpha of -0.38%, beta of 0.41, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since September 30, 2013.

• This ETF participated in 90.76% of S&P 500 Index downside but only 59.41% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.41 may look defensive, but with R² of 0.21 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.21 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

H4ZL.DE has an expense ratio of 0.24%, which is considered low.

H4ZL.DE ranks 9 for risk / return — in the bottom 9% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (H4ZL.DE) and compare them to a chosen benchmark (S&P 500 Index).

HSBC FTSE EPRA NAREIT Developed UCITS ETF USD provided a 0.00% dividend yield over the last twelve months, with an annual payout of €0.00 per share.

The table displays the monthly dividend distributions for HSBC FTSE EPRA NAREIT Developed UCITS ETF USD. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the HSBC FTSE EPRA NAREIT Developed 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 FTSE EPRA NAREIT Developed UCITS ETF USD was 41.97%, occurring on Mar 23, 2020. Recovery took 411 trading sessions.

The current HSBC FTSE EPRA NAREIT Developed UCITS ETF USD drawdown is 17.54%.

The chart below shows the rolling one-month volatility.