HSBC MSCI Taiwan Capped UCITS ETF USD (H4ZU.DE)
H4ZU.DE is a passive ETF by HSBC tracking the investment results of the MSCI Taiwan 20/35. H4ZU.DE launched on Mar 28, 2011 and has a 0.50% expense ratio.
ETF Info
IE00B3S1J086
A1H8BP
Mar 28, 2011
1x
MSCI Taiwan 20/35
Ireland
Distributing
Expense Ratio
H4ZU.DE features an expense ratio of 0.50%, falling within the medium range.
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 Taiwan Capped 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
H4ZU.DE
N/A
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^GSPC (Benchmark)
2.90%
3.70%
10.94%
22.18%
12.41%
11.21%
Monthly Returns
The table below presents the monthly returns of H4ZU.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 10.09% | -1.66% | 1.55% | -5.45% | 9.22% | 0.18% | 13.74% | ||||||
| 2022 | -3.55% | -1.54% | -1.90% | -3.73% | 0.03% | -11.15% | 4.13% | 0.24% | -12.28% | -6.05% | 15.97% | -8.11% | -26.92% |
| 2021 | 5.81% | 5.32% | 4.61% | 4.19% | -2.69% | 3.92% | -1.28% | 3.36% | -1.90% | 0.34% | 4.90% | 5.53% | 36.56% |
| 2020 | -6.61% | -3.82% | -10.02% | 11.47% | -2.38% | 8.32% | 7.73% | -2.92% | 4.90% | 0.93% | 7.39% | 6.86% | 21.06% |
| 2019 | 2.06% | 1.09% | 5.44% | 3.84% | -7.49% | 3.17% | 4.30% | -0.60% | 5.98% | 4.07% | 3.37% | 5.93% | 35.01% |
| 2018 | 1.52% | -2.76% | 2.28% | -3.29% | 3.45% | -1.63% | 4.60% | 1.05% | 0.25% | -9.85% | -0.76% | -1.79% | -7.48% |
| 2017 | 4.40% | 2.70% | 1.89% | -0.53% | -1.01% | 2.78% | -1.49% | 1.86% | -3.41% | 7.54% | -5.04% | 0.35% | 9.79% |
| 2016 | -5.32% | 4.84% | 2.39% | -6.60% | 5.30% | 5.69% | 5.39% | 0.66% | 3.62% | 2.86% | 1.23% | -1.49% | 19.12% |
| 2015 | 6.63% | 5.93% | 2.57% | 0.40% | 0.67% | -4.64% | -6.28% | -11.08% | -1.04% | 7.41% | 0.55% | -4.76% | -5.27% |
| 2014 | -3.33% | 1.77% | -1.30% | 6.90% | 4.30% | 3.12% | 4.43% | 3.79% | -3.81% | 1.35% | 4.03% | -0.15% | 22.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of H4ZU.DE is 8, meaning it’s performing worse than 92% of other 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 MSCI Taiwan Capped UCITS ETF USD (H4ZU.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 Taiwan Capped UCITS ETF USD provided a 0.00% dividend yield over the last twelve months, with an annual payout of €0.26 per share.
| Period | TTM |
|---|---|
| Dividend | €0.26 |
Dividend yield | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC MSCI Taiwan Capped 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 | €0.26 | €0.26 |
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 Taiwan Capped 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 Taiwan Capped UCITS ETF USD was 34.66%, occurring on Aug 24, 2015. Recovery took 401 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.66% | Apr 28, 2015 | 83 | Aug 24, 2015 | 401 | Mar 20, 2017 | 484 |
| -34.23% | Jan 5, 2022 | 208 | Oct 25, 2022 | — | — | — |
| -27.96% | Jan 15, 2020 | 46 | Mar 18, 2020 | 85 | Jul 21, 2020 | 131 |
| -16.42% | Jan 23, 2018 | 238 | Jan 3, 2019 | 83 | May 3, 2019 | 321 |
| -13.43% | Apr 27, 2021 | 15 | May 17, 2021 | 31 | Jun 30, 2021 | 46 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.