HSBC S&P 500 UCITS ETF USD (Acc) (H4ZN.DE)
H4ZN.DE is a passive ETF by HSBC tracking the investment results of the S&P 500®. H4ZN.DE launched on Jun 21, 2022 and has a 0.09% expense ratio.
ETF Info
IE000JZ473P7
A3DN5D
Jun 21, 2022
1x
S&P 500®
Ireland
Accumulating
Expense Ratio
H4ZN.DE has an expense ratio of 0.09%, 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 S&P 500 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 S&P 500 UCITS ETF USD (Acc) had a return of 3.62% year-to-date (YTD) and 28.85% in the last 12 months.
H4ZN.DE
3.62%
1.28%
16.93%
28.85%
N/A
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of H4ZN.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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 3.84% | 3.62% | |||||||||||
2024 | 4.14% | 4.41% | 3.65% | -2.14% | 1.13% | 6.98% | -0.49% | -0.73% | 1.73% | 2.67% | 8.44% | -0.88% | 32.33% |
2023 | 4.05% | 0.94% | 0.29% | 0.16% | 4.08% | 4.23% | 2.26% | 0.45% | -2.11% | -3.16% | 5.83% | 3.92% | 22.56% |
2022 | 4.83% | -1.36% | -5.33% | 4.77% | -1.95% | -6.44% | -5.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 87, H4ZN.DE is among the top 13% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC S&P 500 UCITS ETF USD (Acc) (H4ZN.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 S&P 500 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 S&P 500 UCITS ETF USD (Acc) was 14.84%, occurring on Dec 28, 2022. Recovery took 148 trading sessions.
The current HSBC S&P 500 UCITS ETF USD (Acc) drawdown is 0.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-14.84% | Aug 19, 2022 | 93 | Dec 28, 2022 | 148 | Jul 27, 2023 | 241 |
-8.35% | Jul 17, 2024 | 14 | Aug 5, 2024 | 44 | Oct 4, 2024 | 58 |
-7.13% | Sep 15, 2023 | 32 | Oct 30, 2023 | 24 | Dec 1, 2023 | 56 |
-3.84% | Jul 28, 2023 | 16 | Aug 18, 2023 | 10 | Sep 1, 2023 | 26 |
-3.81% | Apr 2, 2024 | 18 | Apr 25, 2024 | 13 | May 15, 2024 | 31 |
Volatility
Volatility Chart
The current HSBC S&P 500 UCITS ETF USD (Acc) volatility is 4.06%, 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.