HSBC EURO STOXX 50 UCITS ETF (H50E.L)
H50E.L is a passive ETF by HSBC tracking the investment results of the MSCI EMU NR EUR. H50E.L launched on Oct 5, 2009 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE00B4K6B022 |
|---|---|
| Issuer | HSBC |
| Inception Date | Oct 5, 2009 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EMU NR EUR |
| Asset Class | Equity |
Expense Ratio
H50E.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: H50E.L vs. SPX5.L, H50E.L vs. JREE.DE, H50E.L vs. SPY, H50E.L vs. HMEU.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in HSBC EURO STOXX 50 UCITS ETF, 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 EURO STOXX 50 UCITS ETF had a return of 5.94% year-to-date (YTD) and 13.34% in the last 12 months. Over the past 10 years, HSBC EURO STOXX 50 UCITS ETF had an annualized return of 8.02%, while the S&P 500 had an annualized return of 10.88%, indicating that HSBC EURO STOXX 50 UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.94% | 18.10% |
| 1 month | -1.52% | 1.42% |
| 6 months | -2.31% | 9.39% |
| 1 year | 13.34% | 26.58% |
| 5 years (annualized) | 8.42% | 13.42% |
| 10 years (annualized) | 8.02% | 10.88% |
Monthly Returns
The table below presents the monthly returns of H50E.L, 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 | 0.74% | 5.48% | 4.28% | -2.37% | 1.85% | -2.19% | -0.75% | 1.67% | 5.94% | ||||
| 2023 | 8.88% | 1.15% | 2.35% | 1.43% | -4.04% | 4.45% | 1.63% | -3.90% | -1.65% | -2.27% | 7.04% | 4.26% | 20.06% |
| 2022 | -3.74% | -5.02% | 0.33% | -2.84% | 2.67% | -7.70% | 4.69% | -2.01% | -4.03% | 6.89% | 10.15% | -1.24% | -3.33% |
| 2021 | -3.41% | 2.17% | 6.20% | 4.15% | 1.80% | -0.07% | 0.14% | 2.74% | -2.24% | 2.73% | -3.01% | 3.87% | 15.58% |
| 2020 | -3.44% | -6.27% | -14.24% | 3.54% | 9.37% | 7.31% | -2.22% | 3.26% | -1.53% | -8.36% | 17.81% | 2.02% | 3.30% |
| 2019 | 2.30% | 2.74% | 2.34% | 5.07% | -2.51% | 7.57% | 1.50% | -2.12% | 2.71% | -1.47% | 1.42% | 0.72% | 21.72% |
| 2018 | 1.43% | -3.36% | -3.01% | 5.81% | -1.99% | 0.55% | 4.25% | -3.12% | 0.03% | -6.11% | -0.94% | -3.94% | -10.53% |
| 2017 | -0.62% | 2.23% | 5.28% | 0.95% | 4.68% | -2.36% | 2.32% | 2.51% | 0.06% | 2.34% | -2.40% | -1.12% | 14.39% |
| 2016 | -3.41% | -1.11% | 4.06% | 0.41% | 0.12% | 2.54% | 5.10% | 2.60% | 0.94% | 6.01% | -5.81% | 8.68% | 21.04% |
| 2015 | 2.81% | 3.58% | 2.95% | -0.96% | -1.67% | -4.83% | 4.44% | -5.73% | -4.44% | 6.53% | 1.20% | -2.30% | 0.68% |
| 2014 | -4.14% | 4.41% | 1.40% | 0.71% | 2.00% | -1.58% | -4.39% | 1.54% | 0.23% | -2.95% | 6.16% | -4.93% | -2.21% |
| 2013 | 8.08% | -2.01% | -2.51% | 4.33% | 4.94% | -5.94% | 8.43% | -3.34% | 3.95% | 7.51% | -0.94% | 1.11% | 24.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of H50E.L is 44, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HSBC EURO STOXX 50 UCITS ETF (H50E.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
HSBC EURO STOXX 50 UCITS ETF granted a 2.99% dividend yield in the last twelve months. The annual payout for that period amounted to £1.27 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £1.27 | £1.21 | £0.98 | £0.76 | £0.69 | £1.01 | £0.98 | £0.89 | £0.81 | £0.65 | £0.70 | £0.71 |
Dividend yield | 2.99% | 2.92% | 2.77% | 2.01% | 2.05% | 3.04% | 3.50% | 2.76% | 2.79% | 2.63% | 2.76% | 2.68% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC EURO STOXX 50 UCITS ETF. 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 | £0.00 | £0.19 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £1.08 | £0.00 | £1.27 | |||
| 2023 | £0.00 | £0.24 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.97 | £0.00 | £0.00 | £0.00 | £0.00 | £1.21 |
| 2022 | £0.19 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.79 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.98 |
| 2021 | £0.18 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.58 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.76 |
| 2020 | £0.17 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.52 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.69 |
| 2019 | £0.16 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.84 | £0.00 | £0.00 | £0.00 | £0.00 | £1.01 |
| 2018 | £0.00 | £0.16 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.82 | £0.00 | £0.00 | £0.00 | £0.00 | £0.98 |
| 2017 | £0.00 | £0.14 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.75 | £0.00 | £0.00 | £0.00 | £0.00 | £0.89 |
| 2016 | £0.00 | £0.11 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.70 | £0.00 | £0.00 | £0.00 | £0.00 | £0.81 |
| 2015 | £0.12 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.53 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.65 |
| 2014 | £0.13 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.56 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.70 |
| 2013 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.61 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.71 |
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 EURO STOXX 50 UCITS ETF. 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 EURO STOXX 50 UCITS ETF was 34.68%, occurring on Sep 12, 2011. Recovery took 457 trading sessions.
The current HSBC EURO STOXX 50 UCITS ETF drawdown is 6.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.68% | May 4, 2011 | 82 | Sep 12, 2011 | 457 | Aug 1, 2013 | 539 |
| -31.5% | Jan 21, 2020 | 42 | Mar 18, 2020 | 177 | Nov 27, 2020 | 219 |
| -22.48% | Oct 16, 2009 | 116 | Jun 29, 2010 | 131 | Apr 27, 2011 | 247 |
| -21.72% | Nov 8, 2021 | 83 | Mar 7, 2022 | 212 | Jan 11, 2023 | 295 |
| -21.49% | Apr 14, 2015 | 202 | Feb 11, 2016 | 121 | Aug 11, 2016 | 323 |
Volatility
Volatility Chart
The current HSBC EURO STOXX 50 UCITS ETF volatility is 3.29%, 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.