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Issuer
HSBC
Inception Date
Jul 12, 2022
Leveraged
1x (No leverage)
Index Tracked
HSBC MSCI AC FAR EAST ex JAPAN UCITS ETF
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

HMAD.L Performance Chart

HSBC MSCI AC FAR EAST ex JAPAN UCITS ETF (HMAD.L) is up 26.7% since the beginning of the year. HMAD.L is currently trading at $89 per share. Investors who bought $1,000 worth of HMAD.L shares 5 years ago would now be looking at an investment worth $1,426.


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S&P 500 Index

Returns By Period

HSBC MSCI AC FAR EAST ex JAPAN UCITS ETF (HMAD.L) has returned 26.73% so far this year and 48.95% over the past 12 months. Over the last ten years, HMAD.L has returned 9.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.36% annually.


HSBC MSCI AC FAR EAST ex JAPAN UCITS ETF

1D
-1.11%
1M
-8.23%
6M
19.23%
YTD
26.73%
1Y
48.95%
3Y*
24.40%
5Y*
7.36%
10Y*
9.94%

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HMAD.L Monthly Returns History

Based on dividend-adjusted daily data since Sep 26, 2013, HMAD.L's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2022 with a return of +21.9%, while the worst month was Sep 2022 at -13.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HMAD.L closed higher 51% of trading days. The best single day was Mar 16, 2022 with a return of +8.1%, while the worst single day was Mar 12, 2020 at -10.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.36%6.06%-11.93%17.60%11.57%-0.49%-5.83%26.73%
20252.77%2.72%-1.43%-1.60%6.14%7.99%3.78%3.02%8.13%4.01%-2.82%3.12%41.42%
2024-6.27%4.60%3.41%0.84%2.24%3.37%-0.79%1.19%10.00%-3.13%-3.07%-0.20%11.84%
202310.23%-7.32%3.95%-3.30%-3.88%3.59%6.75%-7.75%-3.68%-4.64%7.24%2.56%1.71%
2022-2.72%-2.49%-4.81%-5.71%1.30%-3.52%-3.50%-1.09%-13.21%-7.91%21.94%1.06%-21.78%
20215.05%0.45%-2.71%1.56%0.16%0.41%-7.91%0.02%-4.29%1.00%-3.68%1.40%-8.81%

Benchmark Metrics

HSBC MSCI AC FAR EAST ex JAPAN UCITS ETF has an annualized alpha of 2.52%, beta of 0.56, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since September 26, 2013.

  • This ETF participated in 81.87% of S&P 500 Index downside but only 70.27% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.56 may look defensive, but with R2 of 0.23 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.23 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.52%
Beta
0.56
0.23
Upside Capture
70.27%
Downside Capture
81.87%

Expense Ratio

HMAD.L has an expense ratio of 0.45%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HMAD.L ranks 77 for risk / return — better than 77% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


HMAD.L Risk / Return Rank: 7777
Overall Rank
HMAD.L Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
HMAD.L Sortino Ratio Rank: 7070
Sortino Ratio Rank
HMAD.L Omega Ratio Rank: 7575
Omega Ratio Rank
HMAD.L Calmar Ratio Rank: 8686
Calmar Ratio Rank
HMAD.L Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for HSBC MSCI AC FAR EAST ex JAPAN UCITS ETF (HMAD.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HMAD.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.26

Sortino ratioReturn per unit of downside risk

+0.22

Omega ratioGain probability vs. loss probability

1.35

1.31

+0.04

Calmar ratioReturn relative to maximum drawdown

3.78

2.35

+1.43

Martin ratioReturn relative to average drawdown

11.13

10.19

+0.94

Dividends

Dividend History


HSBC MSCI AC FAR EAST ex JAPAN UCITS ETF doesn't pay dividends

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the HSBC MSCI AC FAR EAST ex JAPAN 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 MSCI AC FAR EAST ex JAPAN UCITS ETF was 50.05%, occurring on Oct 24, 2022. Recovery took 759 trading sessions.

The current HSBC MSCI AC FAR EAST ex JAPAN UCITS ETF drawdown is 10.65%.


Drawdown

Fall

Recovery

Underwater

Related event

-50.05%Oct 2022
1y 8mo3y 4d
4y 8moFeb 2021 - Oct 2025
Bear market2022
-32.93%Jan 2016
8mo 27d1y 4mo
2y 1moApr 2015 - Jun 2017
-31.93%Mar 2020
2y 1mo5mo 5d
2y 6moJan 2018 - Aug 2020
COVID crash2020
-12.83%Mar 2026
1mo 3d17d
1mo 20dFeb 2026 - Apr 2026
-10.84%Dec 2014
3mo 11d3mo 24d
7mo 5dSep 2014 - Apr 2015

Drawdown Indicators


HMAD.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-50.05%

-56.78%

+6.73%

Max Drawdown (1Y)

Largest decline over 1 year

-12.83%

-9.10%

-3.73%

Max Drawdown (3Y)

Largest decline over 3 years

-19.56%

-18.90%

-0.66%

Max Drawdown (5Y)

Largest decline over 5 years

-43.66%

-25.43%

-18.23%

Max Drawdown (10Y)

Largest decline over 10 years

-50.05%

-33.92%

-16.13%

Current Drawdown

Current decline from peak

-10.65%

-0.49%

-10.16%

Average Drawdown

Average peak-to-trough decline

-16.49%

-10.70%

-5.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.37%

2.09%

+2.28%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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