HSBC MSCI China UCITS ETF USD (H4ZP.DE)
H4ZP.DE is a passive ETF by HSBC tracking the investment results of the MSCI China. H4ZP.DE launched on Jan 26, 2011 and has a 0.28% expense ratio.
ETF Info
| ISIN | IE00B44T3H88 |
|---|---|
| WKN | A1JHYT |
| Issuer | HSBC |
| Inception Date | Jan 26, 2011 |
| Category | China Equities |
| Leveraged | 1x |
| Index Tracked | MSCI China |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
H4ZP.DE features an expense ratio of 0.28%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: H4ZP.DE vs. 36BZ.DE, H4ZP.DE vs. EXXU.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in HSBC MSCI China 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 China UCITS ETF USD had a return of 19.86% year-to-date (YTD) and 8.98% in the last 12 months. Over the past 10 years, HSBC MSCI China UCITS ETF USD had an annualized return of 1.40%, while the S&P 500 had an annualized return of 11.31%, indicating that HSBC MSCI China UCITS ETF USD did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.86% | 24.72% |
| 1 month | -0.60% | 2.30% |
| 6 months | 3.53% | 12.31% |
| 1 year | 8.98% | 32.12% |
| 5 years (annualized) | -3.05% | 13.81% |
| 10 years (annualized) | 1.40% | 11.31% |
Monthly Returns
The table below presents the monthly returns of H4ZP.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 | -7.86% | 4.95% | 2.55% | 6.66% | 1.58% | -0.81% | -2.64% | -3.11% | 22.30% | -1.82% | 19.86% | ||
| 2023 | 10.98% | -9.13% | 1.77% | -6.62% | -7.14% | 3.74% | 9.71% | -8.95% | -0.68% | -4.53% | -0.04% | -3.78% | -15.91% |
| 2022 | 1.86% | -5.14% | -8.21% | 0.96% | -0.17% | 9.47% | -8.21% | 0.97% | -11.08% | -17.44% | 25.07% | -0.03% | -16.75% |
| 2021 | 9.97% | -0.25% | -3.96% | -1.84% | -1.04% | 3.52% | -14.22% | -0.56% | -2.11% | 2.60% | -3.96% | -5.58% | -17.69% |
| 2020 | -6.42% | 1.88% | -5.05% | 6.31% | -3.46% | 9.14% | 2.82% | 4.66% | -0.19% | 5.70% | 0.20% | -1.13% | 14.02% |
| 2019 | 10.81% | 3.44% | 3.85% | 1.91% | -12.10% | 5.70% | 0.34% | -3.20% | 1.12% | 1.15% | 3.55% | 7.41% | 24.54% |
| 2018 | 7.29% | -5.20% | -3.11% | 0.92% | 5.81% | -5.86% | -2.55% | -3.93% | -0.89% | -9.21% | 7.01% | -7.09% | -17.02% |
| 2017 | 3.36% | 5.97% | 1.55% | 0.27% | 1.81% | 1.06% | 4.44% | 3.51% | 1.73% | 4.32% | 0.68% | 1.08% | 33.99% |
| 2016 | -13.15% | -1.01% | 5.54% | -2.12% | 2.60% | 1.76% | 1.77% | 6.75% | 3.20% | -0.65% | 2.94% | -4.36% | 1.67% |
| 2015 | 9.41% | 5.34% | 6.98% | 11.11% | -2.60% | -7.94% | -10.71% | -12.83% | -0.96% | 9.65% | 2.02% | -5.17% | 0.46% |
| 2014 | -6.23% | 0.69% | -0.14% | -2.09% | 4.76% | 2.55% | 7.92% | 2.93% | -2.02% | 4.51% | 2.07% | 2.82% | 18.39% |
| 2013 | -1.22% | -1.68% | 9.68% | -5.31% | 0.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of H4ZP.DE is 14, indicating that it is in the bottom 14% 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 China UCITS ETF USD (H4ZP.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 China 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 China UCITS ETF USD was 57.68%, occurring on Feb 2, 2024. The portfolio has not yet recovered.
The current HSBC MSCI China UCITS ETF USD drawdown is 43.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.68% | Feb 18, 2021 | 758 | Feb 2, 2024 | — | — | — |
| -48.11% | Apr 14, 2015 | 212 | Feb 11, 2016 | 484 | Jan 9, 2018 | 696 |
| -26.5% | Jan 29, 2018 | 192 | Oct 30, 2018 | 419 | Jul 3, 2020 | 611 |
| -17.07% | Dec 4, 2013 | 59 | Mar 13, 2014 | 81 | Jul 24, 2014 | 140 |
| -9.84% | Sep 9, 2014 | 22 | Oct 15, 2014 | 33 | Dec 5, 2014 | 55 |
Volatility
Volatility Chart
The current HSBC MSCI China UCITS ETF USD volatility is 9.74%, 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.