HSBC MSCI USA UCITS ETF (HMUD.L)
HMUD.L is a passive ETF by HSBC tracking the investment results of the Russell 1000 TR USD. HMUD.L launched on Jun 1, 2010 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00B5WFQ436 |
|---|---|
| Issuer | HSBC |
| Inception Date | Jun 1, 2010 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Expense Ratio
HMUD.L features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: HMUD.L vs. VUSA.AS, HMUD.L vs. XD9D.DE, HMUD.L vs. VOO, HMUD.L vs. SPY, HMUD.L vs. VWCE.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HSBC MSCI USA 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 MSCI USA UCITS ETF had a return of 18.39% year-to-date (YTD) and 28.60% in the last 12 months. Over the past 10 years, HSBC MSCI USA UCITS ETF had an annualized return of 25.18%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.39% | 17.79% |
| 1 month | 1.12% | 0.18% |
| 6 months | 10.00% | 7.53% |
| 1 year | 28.60% | 26.42% |
| 5 years (annualized) | 42.79% | 13.48% |
| 10 years (annualized) | 25.18% | 10.85% |
Monthly Returns
The table below presents the monthly returns of HMUD.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 | 2.50% | 3.89% | 2.82% | -2.07% | 1.43% | 4.87% | 1.76% | 1.36% | 18.39% | ||||
| 2023 | 6.08% | 0.79% | -2.26% | 2.89% | 2.99% | 5.75% | 3.49% | -1.30% | -4.90% | -3.07% | 9.45% | 5.32% | 27.10% |
| 2022 | -7.31% | -2.11% | 2.98% | -6.29% | -2.61% | -8.26% | 8.49% | -2.26% | -8.76% | 6.55% | 2.54% | -3.77% | -20.43% |
| 2021 | 0.32% | 3.92% | 0.85% | 6.18% | 0.37% | 2.78% | 2.50% | 2.33% | -3.24% | 5.11% | 3.33% | 0.58% | 27.69% |
| 2020 | 2.93% | 3.58% | -22.43% | 11.67% | 3.44% | 2.61% | 5.19% | 4.98% | -0.64% | -1.98% | 10.89% | 4.08% | 21.68% |
| 2019 | 9.32% | 3.61% | 1.42% | 3.68% | -5.35% | 6.02% | 3.14% | -3.19% | 1.61% | 2.25% | 4.13% | 1.59% | 31.18% |
| 2018 | 4.75% | -3.27% | -2.19% | 0.04% | 2.30% | -0.13% | 4.93% | 2.19% | 0.69% | -6.94% | 0.77% | -9.28% | -6.96% |
| 2017 | 1.23% | 4.43% | 0.11% | 0.88% | 1.09% | 1.36% | 1.26% | -0.47% | 2.71% | 2.47% | 1.28% | 3.68% | 21.84% |
| 2016 | -9.08% | 3.31% | 6.03% | 1.74% | 0.10% | -1.45% | 5.53% | -0.02% | 0.22% | -1.48% | 3.33% | 1.94% | 9.67% |
| 2015 | -3.71% | 5.42% | -1.10% | 0.92% | 0.50% | -1.88% | 2.35% | -5.58% | -3.98% | 9.16% | 0.05% | -0.50% | 0.74% |
| 2014 | -2.87% | 4.03% | 0.81% | 0.39% | 2.52% | 2.44% | 0.74% | 1.49% | -0.92% | 1.46% | 3.17% | 0.73% | 14.70% |
| 2013 | 7.83% | 1.54% | 2.75% | 2.17% | 4.03% | -2.42% | 5.17% | -3.21% | 3.32% | 4.73% | 2.74% | 1.92% | 34.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HMUD.L is 41, 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 MSCI USA UCITS ETF (HMUD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
HSBC MSCI USA UCITS ETF granted a 0.87% dividend yield in the last twelve months. The annual payout for that period amounted to $0.47 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.47 | $0.45 | $0.39 | $0.36 | $0.41 | $0.38 | $0.35 | $0.32 | $0.31 | $0.28 | $0.25 | $0.24 |
Dividend yield | 0.87% | 0.98% | 1.07% | 0.78% | 1.11% | 1.23% | 1.47% | 1.24% | 1.43% | 1.42% | 1.25% | 1.36% |
Monthly Dividends
The table displays the monthly dividend distributions for HSBC MSCI USA 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 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.47 | |||
| 2023 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 |
| 2022 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 |
| 2021 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 |
| 2020 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2019 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 |
| 2018 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 |
| 2017 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 |
| 2016 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 |
| 2015 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 |
| 2014 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2013 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 |
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 USA 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 USA UCITS ETF was 29.48%, occurring on Mar 19, 2020. Recovery took 52 trading sessions.
The current HSBC MSCI USA UCITS ETF drawdown is 0.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.48% | Mar 3, 2020 | 9 | Mar 19, 2020 | 52 | Aug 10, 2020 | 61 |
| -25.18% | Jan 20, 2022 | 75 | Oct 12, 2022 | 106 | Dec 18, 2023 | 181 |
| -19.18% | May 4, 2011 | 80 | Oct 4, 2011 | 60 | Feb 3, 2012 | 140 |
| -15.67% | Oct 2, 2018 | 29 | Jan 3, 2019 | 26 | Apr 16, 2019 | 55 |
| -14.76% | Jun 23, 2015 | 141 | Feb 11, 2016 | 63 | Jun 7, 2016 | 204 |
Volatility
Volatility Chart
The current HSBC MSCI USA UCITS ETF volatility is 4.07%, 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.