HSBC MSCI EM Latin America UCITS ETF USD (H4ZW.DE)
H4ZW.DE is a passive ETF by HSBC tracking the investment results of the MSCI Emerging Markets Latin America. H4ZW.DE launched on Mar 10, 2011 and has a 0.60% expense ratio.
ETF Info
| ISIN | IE00B4TS3815 |
|---|---|
| WKN | A1H8BL |
| Issuer | HSBC |
| Inception Date | Mar 10, 2011 |
| Category | Latin America Equities |
| Index Tracked | MSCI Emerging Markets Latin America |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
H4ZW.DE has a high expense ratio of 0.60%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in HSBC MSCI EM Latin America 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 EM Latin America UCITS ETF USD had a return of -7.36% year-to-date (YTD) and 11.45% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -7.36% | 5.57% |
| 1 month | -4.34% | -4.16% |
| 6 months | 9.28% | 20.07% |
| 1 year | 11.45% | 20.82% |
| 5 years (annualized) | N/A | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.64% | -0.76% | 1.26% | |||||||||
| 2023 | -5.74% | 9.57% | 7.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of H4ZW.DE is 40, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
HSBC MSCI EM Latin America UCITS ETF USD(H4ZW.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC MSCI EM Latin America UCITS ETF USD (H4ZW.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the HSBC MSCI EM Latin America 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 EM Latin America UCITS ETF USD was 18.71%, occurring on Mar 23, 2023. Recovery took 188 trading sessions.
The current HSBC MSCI EM Latin America UCITS ETF USD drawdown is 7.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.71% | Nov 7, 2022 | 98 | Mar 23, 2023 | 188 | Dec 15, 2023 | 286 |
| -9.19% | Dec 29, 2023 | 77 | Apr 18, 2024 | — | — | — |
| -7.36% | Aug 25, 2022 | 26 | Sep 29, 2022 | 3 | Oct 4, 2022 | 29 |
| -6.53% | Oct 7, 2022 | 14 | Oct 26, 2022 | 4 | Nov 1, 2022 | 18 |
| -5.11% | Jul 19, 2022 | 3 | Jul 21, 2022 | 5 | Jul 28, 2022 | 8 |
Volatility
Volatility Chart
The current HSBC MSCI EM Latin America UCITS ETF USD volatility is 5.87%, 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.